CLARK ESTATES INC/NY

CIK

1056466

Location

NEW YORK, NY

Portfolio Value

Small $433,712,719

Diversification

Diversified

Filing Date

Global Rank

#4,217 / 8,818 ▼ 255

Top Industry

Entertainment 9.9%

Period ended 4 months ago

Filed Aug 5, 2026 · 3mo

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Diversified active

Top 10 weight 52.8%, 22.6 effective positions, active share 96.3% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Medium turnover

62.1% over the last four quarters (30% to under 100%)

Horizon

Horizon unknown

The value-weighted holding period is at least 9.4 quarters, but 4.0% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 96.3%; sector active share 40.2% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

90 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

15.4%

−3.1 pts

Top 5

35.0%

−0.8 pts

Top 10

52.8%

−0.9 pts

HHI

442

Diversified−84

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Healthcare	29.8%	$129,343,362	22
Unclassified	21.8%	$94,534,962	5
Technology	13.5%	$58,580,411	22
Communication Services	11.8%	$51,084,577	10
Consumer Defensive	7.8%	$33,758,245	7
Consumer Cyclical	5.7%	$24,628,264	10
Basic Materials	4.0%	$17,322,500	1
Industrials	3.9%	$16,750,590	7
Energy	1.3%	$5,646,714	3
Financial Services	0.5%	$2,063,094	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

17 positions

Ticker	Company	Δ Shares	Shares	Value
HLN	Haleon plc	+300,000	1,700,000	$15,861,000
SONY	Sony Group Corp	+133,400	825,000	$16,549,500
HSIC	Henry Schein Inc	+127,000	135,000	$11,275,200
UL	Unilever PLC	+65,000	370,000	$22,244,400
BLCO	Bausch & Lomb Corp	+56,000	881,000	$14,589,360
SMPL	Simply Good Foods Co	+52,500	160,000	$2,124,800
AMRZ	Amrize Ltd	+40,000	325,000	$17,322,500
WLY	John Wiley & Sons, Inc.	+27,400	94,400	$4,579,344
MD	Pediatrix Medical Group, Inc.	+24,000	153,000	$3,875,490
CTSH	Cognizant Technology Solutions Corp	+21,700	57,300	$2,219,229
MMS	Maximus, Inc.	+18,562	45,700	$2,456,832
KBR	Kbr, Inc.	+16,700	69,200	$2,389,476
STRA	Strategic Education, Inc.	+14,700	42,300	$3,241,026
BLKB	Blackbaud Inc	+14,600	61,900	$1,833,478
DOX	Amdocs Ltd	+8,600	42,800	$2,163,112
WEX	WEX Inc.	+6,700	21,800	$3,075,762
ADBE	Adobe Inc.	+2,200	11,190	$2,294,173
No positions match the current search.

Trimmed

Positions the filer reduced

16 positions

Ticker	Company	Δ Shares	Shares	Value
ECML	Euclidean Fundamental Value ETF	−396,700	1,722,782	$66,654,435
WMG	Warner Music Group Corp.	−115,000	535,000	$14,482,450
SOLV	Solventum Corp	−90,000	200,000	$15,430,000
SNN	Smith & Nephew PLC	−76,500	143,500	$4,134,235
MDT	Medtronic plc	−65,000	90,000	$7,040,700
STTK	Shattuck Labs, Inc.	−45,481	1,430,167	$9,925,358
WU	Western Union CO	−45,350	200,650	$1,545,005
IQV	Iqvia Holdings Inc.	−43,015	52,185	$10,083,185
DXC	DXC Technology Co	−37,800	92,200	$815,970
CARS	Cars.com Inc.	−34,760	129,040	$1,411,697
YELP	Yelp Inc	−13,725	51,375	$1,259,715
DBX	Dropbox, Inc.	−12,050	68,750	$1,888,562
TDC	Teradata Corp	−10,100	87,600	$3,035,340
TAP	Molson Coors Beverage Co	−8,150	40,650	$1,583,724
ZD	Ziff Davis, Inc.	−7,275	62,425	$3,269,197
EXPE	Expedia Group, Inc.	−100	11,000	$2,814,680
No positions match the current search.

New Positions

Positions the filer opened this quarter

11 positions

Ticker	Company	Shares	Value
VEA	Vanguard FTSE Developed Markets ETF	371,060	$26,438,025
BBY	Best Buy Co Inc	43,700	$3,315,956
AOS	Smith A O Corp	46,000	$2,885,120
ADUS	Addus HomeCare Corp	28,000	$2,813,160
GNTX	Gentex Corp	105,000	$2,653,350
TNET	Trinet Group, Inc.	52,500	$2,598,225
OPCH	Option Care Health, Inc.	118,000	$2,474,460
EXE	EXPAND ENERGY Corp	25,500	$2,325,345
MNTN	MNTN, Inc.	248,000	$2,281,600
CLAR	Clarus Corp	660,000	$2,079,000
LDOS	Leidos Holdings, Inc.	19,700	$2,028,509
No positions match the current search.

Sold Out

Positions the filer fully exited

18 positions

Ticker	Company	Shares	Value
—		845,000	$11,838,450
LNTH	Lantheus Holdings, Inc.	42,000	$3,185,700
SNX	Td Synnex Corp	17,299	$2,918,514
NTCT	Netscout Systems Inc	88,912	$2,826,512
BWA	Borgwarner Inc	43,000	$2,333,180
NXST	Nexstar Media Group, Inc.	12,457	$2,252,599
YETI	YETI Holdings, Inc.	59,200	$2,166,128
QLYS	Qualys, Inc.	24,000	$2,108,400
ALSN	Allison Transmission Holdings Inc	17,750	$2,077,815
SJM	J M SMUCKER Co	20,987	$2,023,986
PVH	Pvh Corp.	27,300	$1,904,448
EFOR	Everforth Inc	48,800	$1,889,048
BRBR	Bellring Brands, Inc.	94,100	$1,514,069
EMBC	Embecta Corp.	105,211	$930,065
XPOF	Xponential Fitness, Inc.	144,736	$871,310
HELE	Helen Of Troy Ltd	34,200	$493,164
DH	Definitive Healthcare Corp.	239,630	$294,744
NOC	Northrop Grumman Corp	305	$208,083
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

90 tracked positions · $433,712,719 total · filing declares 90 positions · $433,712,042 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Showing 1–50 of 90 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
ECML	Euclidean Fundamental Value ETF	Reduced	1,722,782	-396,700	$66,654,435	−13.4%	13	unpriced	15.37%
VEA	Vanguard FTSE Developed Markets ETF	NEW	371,060	NEW	$26,438,025	NEW	1	$69.66	6.10%
UL	Unilever PLC Consumer Defensive	Added	370,000	+65,000	$22,244,400	+28.0%	19	unpriced	5.13%
DIS	Walt Disney Co Communication Services	Held	200,000	0	$19,250,000	−0.1%	5	$105.35	4.44%
AMRZ	Amrize Ltd Basic Materials	Added	325,000	+40,000	$17,322,500	+8.5%	4	$51.39	3.99%
SONY	Sony Group Corp Technology	Added	825,000	+133,400	$16,549,500	+15.6%	8	unpriced	3.82%
HLN	Haleon plc Healthcare	Added	1,700,000	+300,000	$15,861,000	+13.2%	16	$6.92	3.66%
SOLV	Solventum Corp Healthcare	Reduced	200,000	-90,000	$15,430,000	−18.5%	4	$74.24	3.56%
BLCO	Bausch & Lomb Corp Healthcare	Added	881,000	+56,000	$14,589,360	+11.2%	16	$14.65	3.36%
WMG	Warner Music Group Corp. Communication Services	Reduced	535,000	-115,000	$14,482,450	−12.8%	3	$29.28	3.34%
HSIC	Henry Schein Inc Healthcare	Added	135,000	+127,000	$11,275,200	+1812.3%	2	$76.49	2.60%
IQV	Iqvia Holdings Inc. Healthcare	Reduced	52,185	-43,015	$10,083,185	−37.9%	6	$183.78	2.32%
STTK	Shattuck Labs, Inc. Healthcare	Reduced	1,430,167	-45,481	$9,925,358	+4.6%	23	$21.92	2.29%
MDT	Medtronic plc Healthcare	Reduced	90,000	-65,000	$7,040,700	−47.6%	18	$98.58	1.62%
WLY	John Wiley & Sons, Inc. Communication Services	Added	94,400	+27,400	$4,579,344	+79.4%	12	$37.23	1.06%
DDD	3D Systems Corp Technology	Held	1,418,614	0	$4,284,214	+60.6%	26+	before history	0.99%
SNN	Smith & Nephew PLC Healthcare	Reduced	143,500	-76,500	$4,134,235	−40.9%	14	$27.53	0.95%
MD	Pediatrix Medical Group, Inc. Healthcare	Added	153,000	+24,000	$3,875,490	+40.5%	11	$12.29	0.89%
INDV	Indivior Pharmaceuticals, Inc. Healthcare	Held	92,300	0	$3,787,069	+34.6%	2	$33.03	0.87%
		Held	113,918	0	$3,580,443	+26.9%	12	unpriced	0.83%
HALO	Halozyme Therapeutics, Inc. Healthcare	Held	44,868	0	$3,511,818	+21.1%	7	$51.28	0.81%
MO	Altria Group, Inc. Consumer Defensive	Held	48,613	0	$3,497,705	+9.0%	26+	before history	0.81%
CROX	Crocs, Inc. Consumer Cyclical	Held	28,900	0	$3,486,496	+45.3%	18	$90.59	0.80%
BBY	Best Buy Co Inc Consumer Cyclical	NEW	43,700	NEW	$3,315,956	NEW	1	$66.42	0.76%
BIIB	Biogen Inc. Healthcare	Held	15,300	0	$3,305,718	+17.9%	8	$189.55	0.76%
GILD	Gilead Sciences, Inc. Healthcare	Held	26,022	0	$3,287,619	−9.3%	26+	before history	0.76%
ZD	Ziff Davis, Inc. Communication Services	Reduced	62,425	-7,275	$3,269,197	+11.8%	13	$51.68	0.75%
STRA	Strategic Education, Inc. Consumer Defensive	Added	42,300	+14,700	$3,241,026	+41.5%	3	$79.59	0.75%
WEX	WEX Inc. Technology	Added	21,800	+6,700	$3,075,762	+33.1%	14	$168.28	0.71%
TDC	Teradata Corp Technology	Reduced	87,600	-10,100	$3,035,340	+21.2%	8	$28.64	0.70%
WKC	World Kinect Corp Energy	Held	91,600	0	$3,017,304	+42.8%	3	$24.65	0.70%
HRMY	Harmony Biosciences Holdings, Inc. Healthcare	Held	81,300	0	$2,960,133	+30.0%	6	$35.20	0.68%
FTDR	Frontdoor, Inc. Consumer Cyclical	Held	38,000	0	$2,948,420	+46.8%	2	$59.67	0.68%
AOS	Smith A O Corp Industrials	NEW	46,000	NEW	$2,885,120	NEW	1	$60.61	0.67%
DORM	Dorman Products, Inc. Consumer Cyclical	Held	21,000	0	$2,865,450	+30.7%	2	$119.07	0.66%
MTCH	Match Group, Inc. Communication Services	Held	74,800	0	$2,846,140	+23.9%	10	$34.13	0.66%
INCY	Incyte Corp Healthcare	Held	25,000	0	$2,834,000	+20.4%	9	$56.64	0.65%
EXPE	Expedia Group, Inc. Consumer Cyclical	Reduced	11,000	-100	$2,814,680	+9.8%	2	$245.62	0.65%
ADUS	Addus HomeCare Corp Healthcare	NEW	28,000	NEW	$2,813,160	NEW	1	$94.42	0.65%
VTRS	Viatris Inc Healthcare	Held	171,566	0	$2,724,468	+17.5%	23	$15.07	0.63%
GNTX	Gentex Corp Consumer Cyclical	NEW	105,000	NEW	$2,653,350	NEW	1	$23.65	0.61%
TNET	Trinet Group, Inc. Industrials	NEW	52,500	NEW	$2,598,225	NEW	1	$42.87	0.60%
CDW	CDW Corp Technology	Held	18,275	0	$2,570,196	+16.2%	2	$126.36	0.59%
OSPN	OneSpan Inc. Technology	Held	177,000	0	$2,539,950	+36.3%	4	$15.01	0.59%
BMY	Bristol Myers Squibb Co Healthcare	Held	43,000	0	$2,477,660	−5.0%	22	$59.63	0.57%
OPCH	Option Care Health, Inc. Healthcare	NEW	118,000	NEW	$2,474,460	NEW	1	$23.25	0.57%
MMS	Maximus, Inc. Industrials	Added	45,700	+18,562	$2,456,832	+41.2%	6	$67.62	0.57%
KFY	Korn Ferry Industrials	Held	36,800	0	$2,450,144	+5.8%	2	$64.55	0.56%
UPBD	Upbound Group, Inc. Technology	Held	113,000	0	$2,397,860	+17.6%	6	$25.28	0.55%
KBR	Kbr, Inc. Industrials	Added	69,200	+16,700	$2,389,476	+23.5%	3	$40.94	0.55%

Showing the top 50 of 90 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.