John Armitage's Egerton Capital has completely sold off its stake in The New York Times Co., according to a recent SEC disclosure. The filing reveals that the London-based hedge fund sold its entire position of 971,880 shares, valued at approximately $81.38 million, during the second quarter of 2026.
Investors are now seeing this trade information after a delay, as the 13F filing reflects the firm's holdings as of June 30, 2026, and was made public on July 21. The sale removed what had been a 0.90% position within Egerton's reported portfolio. No specific reason for the exit has been publicly disclosed by the firm.