Skip to content
Disclosery

Darsana Capital Partners LP: NYT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Darsana Capital Partners LP on NYT, newest first. How the timeline and the estimate are built.

Darsana Capital Partners LP held 5,000,000 NYT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,000,000 shares
    Change vs previous 13F -38,727 shares

    1.57% of the 13F portfolio, value $349,900,000.

    13F-HR 0001172661-26-003746 filed by Darsana Capital Partners LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 5,038,727 shares
    Change vs previous 13F -2,620,173 shares

    8.98% of the 13F portfolio, value $421,892,612.

    13F-HR 0001172661-26-002303 filed by Darsana Capital Partners LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 7,658,900 shares
    Change vs previous 13F -341,100 shares

    10.6% of the 13F portfolio, value $531,680,838.

    13F-HR 0001172661-26-000954 filed by Darsana Capital Partners LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 8,000,000 shares
    Change vs previous 13F +1,750,000 shares

    10.82% of the 13F portfolio, value $459,200,000.

    13F-HR 0001172661-25-005020 filed by Darsana Capital Partners LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 6,250,000 shares
    Change vs previous 13F 0 shares

    9.99% of the 13F portfolio, value $349,875,000.

    13F-HR 0001172661-25-003471 filed by Darsana Capital Partners LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 6,250,000 shares
    Change vs previous 13F +500,000 shares

    9.01% of the 13F portfolio, value $310,000,000.

    13F-HR 0001172661-25-002333 filed by Darsana Capital Partners LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 5,750,000 shares
    Change vs previous 13F +750,000 shares

    9.11% of the 13F portfolio, value $299,287,500.

    13F-HR 0001172661-25-001213 filed by Darsana Capital Partners LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 5,000,000 shares
    Change vs previous 13F not available

    6.85% of the 13F portfolio, value $278,350,000.

    13F-HR 0001172661-24-005304 filed by Darsana Capital Partners LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).