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Philosophy Capital Management LLC

Position in TDAY — USA TODAY Co., Inc.

CIK 1869199 Alamo, CA

Position in TDAY

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$30,315,000
-$2,922,682 QoQ
Shares Held
4,300,000
-33.4% QoQ
Ownership
2.93%
of shares outstanding
% of Portfolio
3.53%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in TDAY Over Time

Shares Held

Position Value (USD)

Derivatives in TDAY

reported options exposure · as of Sep 30, 2025
CallValue
$19,237
CallShares
4,658
PutValue
$0
PutShares
0

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Publishing

Communication Services · as of Mar 31, 2026

Philosophy Capital Management LLC holds $30,315,000 across 1 Publishing name. TDAY ranks #1 (100.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 TDAY
USA TODAY Co., Inc.
This page
4,300,000 $30,315,000

All Filings in TDAY

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11 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $30,315,000 4,300,000
2025-12-31 $33,237,682 6,453,919
2025-09-30 $19,237 4,658
2025-09-30 $25,969,931 6,288,119
2025-06-30 $21,069,950 5,885,461
2025-03-31 $17,008,982 5,885,461
2024-12-31 $27,103,844 5,356,491
2024-09-30 $24,964,197 4,442,028
2024-09-30 $43,077 7,665
2024-06-30 $46,100 10,000
2024-06-30 $17,009,609 3,689,720