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CLARK ESTATES INC/NY

hedge fundUpdated 36 days ago

Managed by Clark Estates Inc/Ny • Latest filing Q2 2026

Portfolio value
$433.7M
Q2 2026
Filings
17
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
-6.9%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 17 quarters

Show data table
PeriodPortfolio value
Q2 2022$577.7M
Q3 2022$445.8M
Q4 2022$481.3M
Q1 2023$503.7M
Q2 2023$593.2M
Q3 2023$549.6M
Q4 2023$590.3M
Q1 2024$607.1M
Q2 2024$532.5M
Q3 2024$537.3M
Q4 2024$517.4M
Q1 2025$472.3M
Q2 2025$445.7M
Q3 2025$437.7M
Q4 2025$412.1M
Q1 2026$416.2M
Q2 2026$433.7M

Top holdings

90 positions as of Q2 2026

View filing
?
1.N/A

EA SERIES TRUST

-18.7%
Value
$66.7M
Shares
1.72M
% Port
15.37%
V

VANGUARD TAX-MANAGED FDS

Value
$26.4M
Shares
371.1K
% Port
6.10%
U

UNILEVER PLC

+21.3%
Value
$22.2M
Shares
370.0K
% Port
5.13%
D
4.DIS

DISNEY WALT CO

Unchanged
Value
$19.3M
Shares
200.0K
% Port
4.44%
A

AMRIZE LTD

+14.0%
Value
$17.3M
Shares
325.0K
% Port
3.99%
S

SONY GROUP CORP

+19.3%
Value
$16.5M
Shares
825.0K
% Port
3.82%
H

HALEON PLC

+21.4%
Value
$15.9M
Shares
1.70M
% Port
3.66%
S

SOLVENTUM CORP

-31.0%
Value
$15.4M
Shares
200.0K
% Port
3.56%
?
9.N/A

BAUSCH PLUS LOMB CORP

+6.8%
Value
$14.6M
Shares
881.0K
% Port
3.36%
W
10.WMG

WARNER MUSIC GROUP CORP

-17.7%
Value
$14.5M
Shares
535.0K
% Port
3.34%
H
11.HSIC

SCHEIN HENRY INC

+1587.5%
Value
$11.3M
Shares
135.0K
% Port
2.60%
I
12.IQV

IQVIA HLDGS INC

-45.2%
Value
$10.1M
Shares
52.2K
% Port
2.32%
S
13.STTK

SHATTUCK LABS INC

-3.1%
Value
$9.9M
Shares
1.43M
% Port
2.29%
M
14.MDT

MEDTRONIC PLC

-41.9%
Value
$7M
Shares
90.0K
% Port
1.62%
W
15.WLYB

WILEY JOHN & SONS INC

+40.9%
Value
$4.6M
Shares
94.4K
% Port
1.06%
D
16.DDD

3D SYS CORP DEL

Unchanged
Value
$4.3M
Shares
1.42M
% Port
0.99%
S

SMITH & NEPHEW PLC

-34.8%
Value
$4.1M
Shares
143.5K
% Port
0.95%
M
18.MD

PEDIATRIX MEDICAL GROUP INC

+18.6%
Value
$3.9M
Shares
153.0K
% Port
0.89%
I
19.INDV

INDIVIOR PHARMACEUTICALS INC

Unchanged
Value
$3.8M
Shares
92.3K
% Port
0.87%
C
20.CPRX

CATALYST PHARMACEUTICALS INC

Unchanged
Value
$3.6M
Shares
113.9K
% Port
0.83%

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