Q2 2026 13F · SEC CIK 1056466

Clark Estates Inc/ny

Investment managerFiled 2026-08-05 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $433.7M
Reported positions: 90
Top holdings a year, 3 yrs: +6.4%
Average holding period: 2.0 yrs

Clark Estates Inc/ny is an investment manager that reported 90 positions worth $433.7M in its Q2 2026 13F, filed 2026-08-05. Its largest holdings were Ea Series Trust (ECML, 15.4%), Vanguard Ftse Developed Markets Index Fu (VEA, 6.1%), Unilever PLC (UL, 5.1%). A portfolio copying its top holdings returned 6.4% a year over the last 3 years, against 20.4% for the S&P 500.

Clark Estates Inc/ny holdings largest 50 of 90 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Clark Estates Inc/ny 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
ECMLEa Series Trust	15.4%	18.5%	1,722,782	-18.7%	$66.7M
VEAVanguard Ftse Developed Markets Index Fu	6.1%	—	371,060	—	$26.4M
ULUnilever PLC	5.1%	4.2%	370,000	+21.3%	$22.2M
DISDisney Walt Co	4.4%	4.6%	200,000	+0.0%	$19.3M
AMRZAmrize Ltd Shs	4.0%	3.8%	325,000	+14.0%	$17.3M
SONYSony Group Corp	3.8%	3.4%	825,000	+19.3%	$16.5M
HLNHaleon PLC	3.7%	3.4%	1,700,000	+21.4%	$15.9M
SOLVSolventum Corporation Common S	3.6%	4.5%	200,000	-31.0%	$15.4M
BLCOBausch Plus Lomb Corp	3.4%	3.2%	881,000	+6.8%	$14.6M
WMGWarner Music Group Corp Cl A	3.3%	4.0%	535,000	-17.7%	$14.5M
HSICSchein Henry Inc Com	2.6%	—	135,000	—	$11.3M
IQVIqvia Hldgs Inc	2.3%	3.9%	52,185	-45.2%	$10.1M
STTKShattuck Labs Inc	2.3%	2.3%	1,430,167	-3.1%	$9.9M
MDTMedtronic PLC	1.6%	3.2%	90,000	-41.9%	$7.0M
WLYWiley John & Sons Inc	1.1%	0.6%	94,400	+40.9%	$4.6M
DDD3d Sys Corp Del	1.0%	0.6%	1,418,614	+0.0%	$4.3M
SNNSmith & Nephew PLC ADR	1.0%	1.7%	143,500	-34.8%	$4.1M
MDPediatrix Medical Group Inc	0.9%	0.7%	153,000	+18.6%	$3.9M
INDVIndivior Pharmaceuticals Inc	0.9%	0.7%	92,300	+0.0%	$3.8M
CPRXCatalyst Pharmaceuticals Inc	0.8%	0.7%	113,918	+0.0%	$3.6M
HALOHalozyme Therapeutics Inc	0.8%	0.7%	44,868	+0.0%	$3.5M
MOAltria Group Inc	0.8%	0.8%	48,613	+0.0%	$3.5M
CROXCrocs Inc	0.8%	0.6%	28,900	+0.0%	$3.5M
BBYBest Buy Inc	0.8%	—	43,700	—	$3.3M
BIIBBiogen Inc	0.8%	0.7%	15,300	+0.0%	$3.3M
GILDGilead Sciences Inc	0.8%	0.9%	26,022	+0.0%	$3.3M
JCOMZiff Davis Inc	0.8%	0.7%	62,425	-10.4%	$3.3M
STRAStrategic Ed Inc	0.7%	0.6%	42,300	+53.3%	$3.2M
WEXWex Inc	0.7%	0.6%	21,800	+44.4%	$3.1M
TDCTeradata Corp Del	0.7%	0.6%	87,600	-10.3%	$3.0M
WKCWorld Kinect Corporation	0.7%	—	91,600	—	$3.0M
HRMYHarmony Biosciences Holdings I	0.7%	0.5%	81,300	+0.0%	$3.0M
FTDRFrontdoor Inc	0.7%	—	38,000	—	$2.9M
AOSSmith A O Corp	0.7%	—	46,000	—	$2.9M
DORMDorman Prods Inc	0.7%	0.5%	21,000	+0.0%	$2.9M
MTCHMatch Group Inc.	0.7%	0.6%	74,800	+0.0%	$2.8M
INCYIncyte Corp	0.7%	0.6%	25,000	+0.0%	$2.8M
EXPEExpedia Group Inc	0.6%	0.6%	11,000	-0.9%	$2.8M
ADUSAddus Homecare Corp	0.6%	—	28,000	—	$2.8M
VTRSViatris Inc	0.6%	0.6%	171,566	+0.0%	$2.7M
GNTXGentex Corp	0.6%	—	105,000	—	$2.7M
TNETTrinet Group Inc	0.6%	—	52,500	—	$2.6M
CDWCdw Corp/de	0.6%	0.5%	18,275	+0.0%	$2.6M
OSPNOnespan Inc	0.6%	—	177,000	—	$2.5M
BMYBristol-Myers Squibb Co	0.6%	0.6%	43,000	+0.0%	$2.5M
OPCHOption Care Health Inc	0.6%	—	118,000	—	$2.5M
MMSMaximus Inc	0.6%	—	45,700	—	$2.5M
KFYKorn-Ferry Com	0.6%	0.6%	36,800	+0.0%	$2.5M
RCIIUpbound Group Inc	0.6%	—	113,000	—	$2.4M
KBRKbr Inc	0.6%	—	69,200	—	$2.4M

What Clark Estates Inc/ny bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +8.1% /yr; S&P 500 +20.1%
3 years: +6.4% /yr; S&P 500 +20.4%
5 years: -0.3% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$433.7M	90
Q1 2026	$416.2M	97
Q4 2025	$412.1M	98
Q3 2025	$437.7M	99
Q2 2025	$445.7M	97
Q1 2025	$472.3M	94
Q4 2024	$517.4M	92
Q3 2024	$537.3M	90
Q2 2024	$532.5M	86
Q1 2024	$607.1M	88
Q4 2023	$590.3M	88
Q3 2023	$549.6M	90

Questions about Clark Estates Inc/ny's portfolio

What stocks does Clark Estates Inc/ny own?

Clark Estates Inc/ny's latest 13F, for Q2 2026 and filed Aug 5, 2026, lists 90 positions worth $433.7M. The largest are Ea Series Trust (ECML) at 15.4%, Vanguard Ftse Developed Markets Index Fu (VEA) at 6.1%, Unilever PLC (UL) at 5.1%, Disney Walt Co (DIS) at 4.4% and Amrize Ltd Shs (AMRZ) at 4.0%.

What did Clark Estates Inc/ny buy last quarter?

In Q2 2026, Clark Estates Inc/ny added Strategic Ed Inc (STRA) (+53.3% shares), Wex Inc (WEX) (+44.4% shares) and Wiley John & Sons Inc (WLY) (+40.9% shares), compared with its Q1 2026 filing.

What did Clark Estates Inc/ny sell last quarter?

In Q2 2026, Clark Estates Inc/ny cut from its top 50 Avanos Med Inc (AVNS), cut from its top 50 Lantheus Hldgs Inc (LNTH), cut from its top 50 TD SYNNEX Corp (SNX), cut from its top 50 NetScout Systems, Inc. (NTCT), cut from its top 50 Pfizer Inc (PFE), Iqvia Hldgs Inc (IQV) (-45.2% shares), Medtronic PLC (MDT) (-41.9% shares) and Smith & Nephew PLC ADR (SNN) (-34.8% shares), compared with its Q1 2026 filing.

How has Clark Estates Inc/ny's portfolio performed?

A portfolio copying Clark Estates Inc/ny's 20 largest 13F holdings each quarter, from the day each filing was public, returned +6.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +8.1% against +20.1%. Over 5 years: -0.3% a year against +11.6%.

When is Clark Estates Inc/ny's next 13F filing due?

13F filings are due 45 days after each quarter ends. Clark Estates Inc/ny's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.