New York Times Company (NYT) grew to 2.14% of Francois Rochon's Giverny Capital portfolio in 2026 Q3, from 1.14%, according to the 13F-HR filed with the SEC on November 12, 2026. The share count rose 102% to 978K shares, and the position is worth about $62.3M and ranks 20th of 51 stocks by weight.
What did the 2026 Q3 filing report for NYT?
As of September 30, 2026, from the 13F-HR filed November 12, 2026.
| Before | After | |
|---|---|---|
| Shares | 484K | 978K |
| Shares added | +494K (102%) | |
| Reported value | $33.9M | $62.3M |
| Portfolio weight | 1.14% | 2.14% |
| Rank in portfolio | 20th of 51 |
How much did Francois Rochon add to NYT?
Francois Rochon added 494K shares of NYT during 2026 Q3, taking the stake from 484K to 978K. The reported value of the position rose by about $28.4M, from about $33.9M to about $62.3M.
Where does NYT sit in the Francois Rochon portfolio?
NYT ranks 20th of 51 stock positions in the Francois Rochon portfolio at 2.14%, about the fund's average stock position of 2%. The NYT addition was the 2nd largest of the quarter's 51 position changes by percent change to portfolio. The largest stock position is META at 7.23%. Next come GOOG at 6.83% and SCHW at 5.7%. The three largest stocks together are 19.75% of the book. Across the 2026 Q3 portfolio, Francois Rochon reported 51 stock positions, with 3 opened and 3 closed. The total portfolio value is about $2.92B, down 2% from the prior quarter.
How long has Francois Rochon held NYT?
Francois Rochon first reported NYT in the quarter ended June 30, 2026. Every reported trade is on the Francois Rochon NYT trade history page.
FAQ
How many NYT shares did Francois Rochon buy in 2026 Q3?
Francois Rochon added 494K shares of NYT, a 102% increase, to 978K shares.
What is the NYT position of Francois Rochon worth now?
The NYT position of Francois Rochon is worth about $62.3M at September 30, 2026 prices, 2.14% of the portfolio.
Is NYT a top holding of Francois Rochon?
NYT ranks 20th of 51 stock positions in the Francois Rochon portfolio, at 2.14%.