What smart money is saying about News Corp
NWSA
No fund has written a full thesis on News Corp in our archive, but 3 fund letters report a position in it — most recently AVI Global Trust in August 2026.
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3
Reported positions
0
Bought
2
Sold
3
Letters
Position history
Every position in News Corp on record in the archive was reported in Q3 2026, across 3 fund letters — 2 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 2 | 0 |
Fund activity · 3 positions · 2 moves
- HoldsAVI Global TrustAugust 2026
“Other strong contributors included Mitsui O.S.K Lines (+60bps), News Corp (+53bps) and Rohm (+40bps).”
News Corp - TrimmedAVI Global TrustJuly 2026
“AVI Global Trust’s (AGT) NAV increased by +0.9% in July 2026.%3 D'Ieteren 7.2 Mitsubishi Logistics 6.5 Jardine Matheson 5.7 Samsung C&T 5.6 Harbourvest Global PE 5.4 Chrysalis Investments 5.2 News Corp A 4.9 Exor 4.6 Vivendi 4.3 Oakley Capital Investments 3.8 TOTAL 53.2 No. of Holdings 41 Korea All not so quiet on the Korean front. Asset Value Investors Asset Value Investors enters next phase of growth with Pacific Asset Management partnership.31/07/2026 23% 22% 19% 13% 11% 8% 3% 2% Japan Europe ex UK Korea North America Asia ex Japan & Korea UK Oceania Other36% 23% 22% 19% Holding company ex Japan & Korea Closed-end fund Japan KoreaAVI Global Trust’s (AGT) NAV increased by +0.9% in July. News Corp (+49bps) was the most significant contributor over the month. The shares have now risen nearly 25% from the February 2026 AI-induced sell-off lows (where we added) and the stub has re-rated from 3x to 6x forward EBITDA - leading us to trim the position.”
News Corp - July 2026
“In July, the fund returned +3.9%. All not so quiet on the Korean front. Asset Value Investors enters next phase of growth with Pacific Asset Management partnership. Korea AVI Global Special Situations (“AGSS”) NAV increased by 3.9% in July 2026, compared to a -1.3% fall in our comparator benchmark, the MSCI ACWI (£). GABIA (+180bps) was the most significant contributor over the month, which we discuss below. Followed by Youngone Holdings (+48bps) and News Corp (+47bps), where the shares have now risen nearly 25% from the February 2026 AI-induced sell-off lows (where we added) and the stub has re-rated from 3x to 6x forward EBITDA - leading us to trim the position.”
News Corp
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