3
NYT
NEW YORK TIMES CO-A- · Communication Services
Consensus score 3/100 · #144 this quarter · tier-weighted across tracked managers
Holders
2
tracked managers
New this Q
1
opened a position
Avg weight
0.8%
of their portfolios
Combined value
$1.13B
held, at quarter-end
Who’s holding it Q2 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Giverny Capital Quality compounder | 1.1% | $34M | NEW |
| Berkshire Hathaway Quality compounder | 0.4% | $1.10B | ADD |
Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.