Jeffrey Ubben (ValueAct) trim The New York Times Company
Jeffrey Ubben (ValueAct) trim $177.7M of disclosed value in The New York Times Company.
Signal
Investor Move
Action
Trim
Capital
$177.7M disclosed value
Why it matters
This action comes from parsed SEC 13F holdings and highlights where tracked institutional capital changed materially versus the previous comparable filing period.
Filing summary
Period End
Dec 31, 2023
Total Changes
15
New
3
Reduced/Sold
7
Filing changes
| Ticker | Company | Action | Current Value | Portfolio Impact |
|---|---|---|---|---|
| EXPE | Expedia Group, Inc. | New | $645.3M | 0.13% |
| STX | Seagate Technology Holdings plc | Reduced | $22.4M | 0.1% |
| DIS | The Walt Disney Company | New | $459.2M | 0.09% |
| FI | Fiserv, Inc. | Reduced | $556.4M | 0.06% |
| CRM | Salesforce, Inc. | Increased | $917.4M | 0.04% |
| KKR | KKR & Co. Inc. | Reduced | $493.3M | 0.04% |
| NSIT | Insight Enterprises, Inc. | Increased | $799.4M | 0.03% |
| PAYC | Paycom Software, Inc. | New | $125.7M | 0.03% |
| NYT | The New York Times Company | Reduced | $177.7M | 0.02% |
| CBRE | CBRE Group, Inc. | Increased | $431.7M | 0.02% |
| ALRM | ALRM | Sold out | $0 | 0.01% |
| RBLX | Roblox Corporation | Increased | $82.3M | 0.01% |
| ILMN | Illumina, Inc. | Reduced | $45.7M | 0.01% |
| DHR | Danaher Corporation | Increased | $46.3M | 0% |
| SPOT | Spotify Technology S.A. | Reduced | $193.1M | 0% |