STOCK TITAN

Farallon Discloses Multi-Entity NYT Holdings Totaling Millions of Shares

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

The filing is a Schedule 13G submitted by Farallon-affiliated funds reporting shared beneficial ownership of Class A common stock of The New York Times Company. The report lists multiple Farallon funds and related entities that hold blocks of shares held directly by the funds, with differing reported aggregates for individual reporting persons and fund entities.

Key reported positions include Farallon Partners, L.L.C.: 5,476,021 shares (3.4% of the class), Farallon Equity Partners Master, L.P.: 3,921,996 shares (2.4%), Farallon Capital Offshore Investors II, L.P.: 661,749 shares (0.4%), and a set of Farallon individual reporting persons each shown with an aggregate beneficial amount of 5,609,546 shares (3.5%). For the reported positions, sole voting and dispositive power are shown as 0, with voting and dispositive power reported as shared. The filing is made pursuant to Section 240.13d-1(c) and includes a certification that the shares were not acquired to influence control of the issuer.

Positive

  • Clear consolidated disclosure of multiple Farallon funds and related entities holding NYT Class A shares, improving transparency for investors
  • All reported positions include shared voting and dispositive powers, and the filing includes an explicit certification that shares were not purchased to influence control

Negative

  • No reporting person holds sole voting or dispositive power, which limits clarity on which entity exercises day-to-day investment discretion
  • No single Farallon entity exceeds 5% of the class, so the group lacks a controlling stake and has limited governance influence per the filing

Insights

TL;DR: Large institutional disclosure but no single Farallon entity exceeds a controlling stake; holdings are shared and below 5%.

The filing aggregates multiple Farallon funds and related entities reporting shared beneficial ownership of New York Times Class A shares. Material line items show Farallon Partners, L.L.C. with 5,476,021 shares (3.4%) and Farallon Equity Partners Master, L.P. with 3,921,996 shares (2.4%). All reported positions list 0 sole voting or dispositive power and nonzero shared powers, indicating investment discretion is exercised collectively through the Farallon structure rather than by an individual fund. Because no reported holder exceeds 5%, this disclosure is informational and unlikely to change valuation or control dynamics by itself.

TL;DR: Shared voting/dispositive powers and formal disclaimers limit governance impact despite multi-entity economic exposure.

The filing identifies numerous Farallon entities and individual managers who may be deemed beneficial owners, but each reporting page shows shared voting and dispositive power rather than sole control. The filing expressly disclaims an intent to influence control and is submitted under Section 240.13d-1(c). From a governance perspective, the structure and disclaimers reduce the likelihood of immediate activist action, though aggregated economic exposure is documented for investor transparency.






Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)






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Farallon Capital Partners, L.P.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, Managing Member of its General Partner
Date:08/12/2025
Farallon Capital Institutional Partners, L.P.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, Managing Member of its General Partner
Date:08/12/2025
Farallon Capital Institutional Partners II, L.P.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, Managing Member of its General Partner
Date:08/12/2025
Farallon Capital Institutional Partners III, L.P.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, Managing Member of its General Partner
Date:08/12/2025
Four Crossings Institutional Partners V, L.P.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, Manager of its General Partner
Date:08/12/2025
Farallon Capital Offshore Investors II, L.P.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, Managing Member of its General Partner
Date:08/12/2025
Farallon Capital (AM) Investors, L.P.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, Managing Member of its General Partner
Date:08/12/2025
Farallon Capital F5 Master I, L.P.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, Manager of its General Partner
Date:08/12/2025
Farallon Equity Partners Master, L.P.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, Manager of its General Partner
Date:08/12/2025
Farallon Partners, L.L.C.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, Managing Member
Date:08/12/2025
Farallon Institutional (GP) V, L.L.C.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, Manager
Date:08/12/2025
Farallon F5 (GP), L.L.C.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, Manager
Date:08/12/2025
Farallon Equity Partners (GP), L.L.C.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, Manager
Date:08/12/2025
Dapice Joshua J.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, as attorney-in-fact
Date:08/12/2025
Dreyfuss, Philip D.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, as attorney-in-fact
Date:08/12/2025
Dunn Hannah E.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn
Date:08/12/2025
Fried, Richard B
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, as attorney-in-fact
Date:08/12/2025
Gehani, Varun N.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, as attorney-in-fact
Date:08/12/2025
Giauque, Nicolas
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, as attorney-in-fact
Date:08/12/2025
Kim, David T.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, as attorney-in-fact
Date:08/12/2025
Linn, Michael G.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, as attorney-in-fact
Date:08/12/2025
Luo Patrick (Cheng)
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, as attorney-in-fact
Date:08/12/2025
Patel, Rajiv A.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, as attorney-in-fact
Date:08/12/2025
Roberts, Jr., Thomas G.
Signature:/s/ Hannah E. Dunn
Name/Title:Roberts, Jr., Thomas G.
Date:08/12/2025
Saito Edric C.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, as attorney-in-fact
Date:08/12/2025
Seybold, William
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, as attorney-in-fact
Date:08/12/2025
Short Daniel S.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, as attorney-in-fact
Date:08/12/2025
Spokes, Andrew J. M.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, as attorney-in-fact
Date:08/12/2025
Warren, John R.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, as attorney-in-fact
Date:08/12/2025
Wehrly, Mark C.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, as attorney-in-fact
Date:08/12/2025

FAQ

How many NYT Class A shares does Farallon Partners, L.L.C. report owning?

The filing reports 5,476,021 shares3.4% of the Class A shares.

Does any Farallon-related entity own more than 5% of NYT Class A stock?

No. The filing indicates ownership of 5% or less of the class for the reporting persons listed.

Under which rule was this Schedule 13G filed for NYT (symbol NYT)?

The Schedule 13G was filed pursuant to Section 240.13d-1(c) of the Securities Exchange Act.

Do the filers intend to influence control of NYT (NYSE: NYT)?

The filing includes a certification stating the securities were not acquired to influence control of the issuer.

Which Farallon entity holds the largest reported block of NYT shares?

Among the listed entities, Farallon Partners, L.L.C. is reported with the largest single aggregate shown at 5,476,021 shares (3.4%).
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