Darsana Capital Partners LP: NEW YORK TIMES CO MTN BE (NYT): Quarterly 13F Position History
As of Q1 2026, Darsana Capital Partners LP reported 5,038,727 shares of NEW YORK TIMES CO MTN BE (NYT), worth $421.9M and representing 9.0% of its 13F equity book. Quarter-over-quarter share count change: 2,620,173 (-34.2%) . The position first appeared in Q2 2017 and has been disclosed across 36 13F-HR filings in Pactolio's tracked window.
- 5,038,727Shares Held (Latest Filing)
- $421.9MReported Market Value (Latest Filing)
- 9.0%Portfolio Weight (% of 13F Equity Book)
- 2,620,173Quarter-over-Quarter Share Change
- -$109.8MQuarter-over-Quarter Value Change
- 15,000,000Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 36 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 5,038,727 | 2,620,173 | -34.2% | $421.9M | 9.0% | $83.7 |
| Q4 2025 | 7,658,900 | 341,100 | -4.3% | $531.7M | 10.6% | $69.4 |
| Q3 2025 | 8,000,000 | +1,750,000 | +28.0% | $459.2M | 10.8% | $57.4 |
| Q2 2025 | 6,250,000 | 0 | — | $349.9M | 10.0% | $56.0 |
| Q1 2025 | 6,250,000 | +500,000 | +8.7% | $310.0M | 9.0% | $49.6 |
| Q4 2024 | 5,750,000 | +750,000 | +15.0% | $299.3M | 9.1% | $52.0 |
| Q3 2024 | 5,000,000 | 1,250,000 | -20.0% | $278.4M | 6.9% | $55.7 |
| Q2 2024 | 6,250,000 | +1,250,000 | +25.0% | $320.1M | 8.7% | $51.2 |
| Q1 2024 | 5,000,000 | 0 | — | $216.1M | 6.9% | $43.2 |
| Q4 2023 | 5,000,000 | 0 | — | $244.9M | 8.7% | $49.0 |
| Q3 2023 | 5,000,000 | 0 | — | $206.0M | 10.1% | $41.2 |
| Q2 2023 | 5,000,000 | 0 | — | $196.9M | 12.7% | $39.4 |
| Q1 2023 | 5,000,000 | 224,765 | -4.3% | $194.4M | 13.1% | $38.9 |
| Q4 2022 | 5,224,765 | 3,275,235 | -38.5% | $169.6M | 11.3% | $32.5 |
| Q3 2022 | 8,500,000 | 0 | — | $244.4M | 12.5% | $28.8 |
| Q2 2022 | 8,500,000 | 0 | — | $237.2M | 12.8% | $27.9 |
| Q1 2022 | 8,500,000 | 0 | — | $389.6M | 19.8% | $45.8 |
| Q4 2021 | 8,500,000 | 0 | — | $410.6M | 19.0% | $48.3 |
| Q3 2021 | 8,500,000 | 923,665 | -9.8% | $418.8M | 13.8% | $49.3 |
| Q2 2021 | 9,423,665 | 576,335 | -5.8% | $410.4M | 12.3% | $43.5 |
| Q1 2021 | 10,000,000 | 0 | — | $506.2M | 14.1% | $50.6 |
| Q4 2020 | 10,000,000 | +1,000,000 | +11.1% | $517.7M | 14.6% | $51.8 |
| Q3 2020 | 9,000,000 | 0 | — | $385.1M | 19.6% | $42.8 |
| Q2 2020 | 9,000,000 | 4,000,000 | -30.8% | $378.3M | 22.4% | $42.0 |
| Q1 2020 | 13,000,000 | +1,000,000 | +8.3% | $399.2M | 18.9% | $30.7 |
| Q4 2019 | 12,000,000 | +1,500,000 | +14.3% | $386.0M | 13.2% | $32.2 |
| Q3 2019 | 10,500,000 | +2,909,947 | +38.3% | $299.0M | 11.1% | $28.5 |
| Q2 2019 | 7,590,053 | 2,409,947 | -24.1% | $247.6M | 8.0% | $32.6 |
| Q1 2019 | 10,000,000 | 2,784,000 | -21.8% | $328.5M | 12.3% | $32.9 |
| Q4 2018 | 12,784,000 | 2,216,000 | -14.8% | $285.0M | 11.9% | $22.3 |
| Q3 2018 | 15,000,000 | 0 | — | $347.3M | 10.9% | $23.1 |
| Q2 2018 | 15,000,000 | 0 | — | $388.5M | 12.2% | $25.9 |
| Q1 2018 | 15,000,000 | +475,665 | +3.3% | $361.5M | 12.5% | $24.1 |
| Q4 2017 | 14,524,335 | +6,524,335 | +81.6% | $268.7M | 10.4% | $18.5 |
| Q3 2017 | 8,000,000 | +4,930,592 | +160.6% | $156.8M | 6.8% | $19.6 |
| Q2 2017 | 3,069,408 | — | — | $54.3M | 3.4% | $17.7 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Darsana Capital Partners LP first disclose a NYT position in 13F-HR filings?
Darsana Capital Partners LP first reported NEW YORK TIMES CO MTN BE (NYT) on its 13F-HR filing for the period ending 2017-06-30 (Q2 2017). The position has appeared on 36 reported quarters within Pactolio's tracked window.
What was Darsana Capital Partners LP's most recent quarter-over-quarter share-count change in NYT?
Between Q4 2025 and Q1 2026, Darsana Capital Partners LP reduced its NYT position by 2,620,173 shares (-34.2%), leaving 5,038,727 shares at a market value of $421.9M.
Does the implied price-per-share represent Darsana Capital Partners LP's cost basis in NYT?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.