Darsana Capital Partners LP

13F Holdings History for NEW YORK TIMES CO - Class A Common Stock, $0.10 par value per share (NYT)

Symbol: NYT on NYSE
Investment type: Equity / Class A Common Stock, $0.10 par value per share
Latest Disclosed Ownership: 8.5M shares
Security Ownership: 5.2%

Shares, Excluding Options vs Price

Value, Excluding Options

Darsana Capital Partners LP ownership in NEW YORK TIMES CO Class A Common Stock, $0.10 par value per share (NYT)

2025-10-21 - Darsana Capital Partners LP has filed an SCHEDULE 13G form with the Securities and Exchange Commission (SEC) disclosing ownership of 8.5M shares of NEW YORK TIMES CO Class A Common Stock, $0.10 par value per share (NYT). This represents 5.2% percent ownership of the company.

Reporting Name	Ownership %	Change	Value $	Shares owned	Change	Activity %	Price	Form	Report date	Filed at
Darsana Capital Partners LP	5.2%		$488M	8.5M			$57.40	13G	10/14/2025	21 Oct 2025 18:33:33

Holdings date	Weight	Change	Value $	Shares	Change	Activity %	Price	All Holders
9/30/2025	10.8%	+2.37%	$459M	8M	+1,750,000	+28%	$57.40	Q3 2025
6/30/2025	9.99%		$350M	6.25M			$55.98	Q2 2025
3/31/2025	9.01%	+0.72%	$310M	6.25M	+500,000		$49.60	Q1 2025
12/31/2024	9.11%	+1.19%	$299M	5.75M	+750,000	+15%	$52.05	Q4 2024
9/30/2024	6.85%	-1.71%	$278M	5M	-1,250,000	-20%	$55.67	Q3 2024
6/30/2024	8.75%	+2.06%	$320M	6.25M	+1,250,000	+25%	$51.21	Q2 2024
3/31/2024	6.94%		$216M	5M			$43.22	Q1 2024
12/31/2023	8.74%		$245M	5M			$48.99	Q4 2023
9/30/2023	10.1%		$206M	5M			$41.20	Q3 2023
6/30/2023	12.7%		$197M	5M			$39.38	Q2 2023
3/31/2023	13.1%	-0.59%	$194M	5M	-224,765	-4.3%	$38.88	Q1 2023
12/31/2022	11.3%	-7.09%	$170M	5.22M	-3,275,235	-38.5%	$32.46	Q4 2022
9/30/2022	12.5%		$244M	8.5M			$28.75	Q3 2022
6/30/2022	12.8%		$237M	8.5M			$27.90	Q2 2022
3/31/2022	19.8%		$390M	8.5M			$45.84	Q1 2022
12/31/2021	19%		$411M	8.5M			$48.30	Q4 2021
9/30/2021	13.8%	-1.36%	$419M	8.5M	-923,665	-9.8%	$49.27	Q3 2021
6/30/2021	12.3%	-0.7%	$410M	9.42M	-576,335	-5.76%	$43.55	Q2 2021
3/31/2021	14.1%		$506M	10M			$50.62	Q1 2021
12/31/2020	14.6%	+1.46%	$518M	10M	+1,000,000	+11.1%	$51.77	Q4 2020
9/30/2020	19.6%		$385M	9M			$42.79	Q3 2020
6/30/2020	22.4%	-9.97%	$378M	9M	-4,000,000	-30.8%	$42.03	Q2 2020
3/31/2020	18.9%	+1.45%	$399M	13M	+1,000,000	+8.33%	$30.71	Q1 2020
12/31/2019	13.2%	+1.65%	$386M	12M	+1,500,000	+14.3%	$32.17	Q4 2019
9/30/2019	11.1%	+3.07%	$299M	10.5M	+2,909,947	+38.3%	$28.48	Q3 2019
6/30/2019	8.04%	-2.55%	$248M	7.59M	-2,409,947	-24.1%	$32.62	Q2 2019
3/31/2019	12.3%	-3.42%	$329M	10M	-2,784,000	-21.8%	$32.85	Q1 2019
12/31/2018	11.9%	-2.07%	$285M	12.8M	-2,216,000	-14.8%	$22.29	Q4 2018
9/30/2018	10.9%		$347M	15M			$23.15	Q3 2018
6/30/2018	12.2%		$389M	15M			$25.90	Q2 2018
3/31/2018	11.6%	+0.37%	$362M	15M	+475,665	+3.27%	$24.10	Q1 2018
12/31/2017	9.88%	+4.44%	$269M	14.5M	+6,524,335	+81.6%	$18.50	Q4 2017
9/30/2017	6.61%	+4.07%	$157M	8M	+4,930,592	+161%	$19.60	Q3 2017
6/30/2017	2.36%	+2.36%	$54.3M	3.07M	+3,069,408	NEW	$17.70	Q2 2017

* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.