| Quarter | Score |
|---|---|
| 2013-Q2 | 49.5 |
| 2013-Q3 | 48.1 |
| 2013-Q4 | 49.2 |
| 2014-Q1 | 48.0 |
| 2014-Q2 | 49.1 |
| 2014-Q3 | 48.8 |
| 2018-Q1 | 48.7 |
| 2018-Q2 | 49.8 |
| 2018-Q3 | 49.1 |
| 2019-Q2 | 50.2 |
| 2022-Q1 | 49.8 |
| 2022-Q3 | 65.7 |
| 2022-Q4 | 49.3 |
| 2023-Q1 | 49.1 |
| 2023-Q2 | 64.1 |
| 2023-Q3 | 48.1 |
| 2023-Q4 | 66.0 |
| 2024-Q1 | 71.1 |
| 2024-Q2 | 41.1 |
| 2024-Q3 | 58.6 |
| 2024-Q4 | 64.8 |
| 2025-Q1 | 70.9 |
| 2025-Q2 | 74.8 |
| 2025-Q3 | 74.9 |
| 2025-Q4 | 50.9 |
| 2026-Q1 | 58.5 |
| 2026-Q2 | 51.2 |
Stable institutional holding; maintain existing positions
Within 0.0% of funds' estimated purchase price
1 of 16 tracked funds hold NYT. Avg conviction: 0.4%. Net adding. First tracked at $69.42 (current -4.1% vs tracked).
Benchmark comparison unavailable
Prices are approximate, based on 13F reported values (position value / shares), not actual cost basis. Data covers 16 tracked value-oriented funds. Holdings are reported quarterly with a ~45-day lag. Stock splits may affect share count comparisons. Returns are not annualized.
| Fund | % of Portfolio | Action |
|---|---|---|
| Berkshire Hathaway | 0.4% | Add |