SCHEDULE: Farallon Capital Amends NYT Stake to 3.5%

Farallon Capital and its affiliated entities have filed an amended Schedule 13G, reporting a collective beneficial ownership of 3.5% of The New York Times Company's Class A Common Stock as of June 30, 2025.

Summary

• Farallon Capital and its various affiliated funds and general partners collectively hold 5,609,546 shares of The New York Times Company's Class A Common Stock.
• This aggregate ownership represents 3.5% of the Class A Common Stock.
• The beneficial ownership is primarily held through shared voting and dispositive power across multiple Farallon funds, including Farallon Capital Partners, L.P., Farallon Capital Institutional Partners, L.P., Farallon Equity Partners Master, L.P., and others.
• The filing is an Amendment No. 1 to a previous Schedule 13G, indicating an update to their reported ownership.
• The reporting persons, including Farallon Partners, L.L.C. and several individual managing members, disclaim any beneficial ownership of shares beyond those reported by their respective entities.

Sentiment

Score: 5

Explanation: This is a factual disclosure of beneficial ownership, which inherently carries a neutral sentiment regarding the company's performance. It indicates a significant, albeit passive, investment by Farallon Capital.

Future Outlook

NA

Industry Context

NA

Stakeholder Impact

• Shareholders: Indicates a significant institutional investor, Farallon Capital, holds a 3.5% stake, potentially signaling confidence in the company, though the filing states the investment is passive.

Key Dates

Keywords

The New York Times Company, NYT, Farallon Capital, Schedule 13G, Beneficial Ownership, Class A Common Stock, SEC Filing, Investment Management, Passive Investment