CLARK ESTATES INC/NY — 13F Holdings & Portfolio

CIK 1056466 · latest 13F-HR filed 2026-05-11

CLARK ESTATES INC/NY manages $416.2M in 13F-reported U.S. long-equity assets across 97 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are ECML (18.50%), DIS (4.63%), SOLV (4.55%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 13 new positions, exited 14, added to 29, and trimmed 36.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$416.2M

Long-equity book

Holdings

97

Distinct positions

Period

2026-03-31

Filed 2026-05-11

Q/Q Activity

+13 / −14 / ↑29 / ↓36

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • WARNER MUSIC GROUP CORP$8.2M +96.8%
  • SONY GROUP CORP$7.9M +123.7%
  • UNILEVER PLC$6.9M +66.1%
  • SHATTUCK LABS INC$4.1M +76.2%
  • IQVIA HLDGS INC$2.7M +19.6%
Show all 29

Top Trims

  • HALEON PLC-$4.2M -23.0%
  • SMITH & NEPHEW PLC-$2.9M -29.0%
  • AMRIZE LTD-$1.6M -9.2%
  • MEDTRONIC PLC-$1.5M -9.8%
  • BAUSCH PLUS LOMB CORP-$973.5K -6.9%
Show all 36

New Positions

  • INDIVIOR PHARMACEUTICALS INC$2.8M
  • EXPEDIA GROUP INC$2.6M
  • KORN FERRY$2.3M
  • CDW CORP$2.2M
  • DORMAN PRODS INC$2.2M
Show all 13

Exited Positions

  • UNITED PARKS & RESORTS INC$10.9M
  • RENTOKIL INITIAL PLC$5.9M
  • INDIVIOR PLC$3.3M
  • MIDDLEBY CORP$2.8M
  • LEAR CORP$2.6M
Show all 14
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 EA SERIES TRUST ECML 02072L466 $77.0M 18.50% 2,119,482 SH
2 DISNEY WALT CO DIS 254687106 $19.3M 4.63% 200,000 SH
3 SOLVENTUM CORP SOLV 83444M101 $18.9M 4.55% 290,000 SH
4 UNILEVER PLC UL 904767803 $17.4M 4.17% 305,000 SH
5 WARNER MUSIC GROUP CORP WMG 934550203 $16.6M 3.99% 650,000 SH
6 IQVIA HLDGS INC IQV 46266C105 $16.2M 3.90% 95,200 SH
7 AMRIZE LTD AMRZ H2927K103 $16.0M 3.84% 285,000 SH
8 SONY GROUP CORP SONY 835699307 $14.3M 3.44% 691,600 SH
9 HALEON PLC HLN 405552100 $14.0M 3.37% 1,400,000 SH
10 MEDTRONIC PLC MDT G5960L103 $13.4M 3.23% 155,000 SH
11 BAUSCH PLUS LOMB CORP BLCO 071705107 $13.1M 3.15% 825,000 SH
12 AVANOS MED INC AVNS 05350V106 $11.8M 2.84% 845,000 SH
13 SHATTUCK LABS INC STTK 82024L103 $9.5M 2.28% 1,475,648 SH
14 SMITH & NEPHEW PLC SNN 83175M205 $7.0M 1.68% 220,000 SH
15 GILEAD SCIENCES INC GILD 375558103 $3.6M 0.87% 26,022 SH
16 ALTRIA GROUP INC MO 02209S103 $3.2M 0.77% 48,613 SH
17 LANTHEUS HLDGS INC LNTH 516544103 $3.2M 0.77% 42,000 SH
18 ZIFF DAVIS INC ZD 48123V102 $2.9M 0.70% 69,700 SH
19 TD SYNNEX CORPORATION SNX 87162W100 $2.9M 0.70% 17,299 SH
20 HALOZYME THERAPEUTICS INC HALO 40637H109 $2.9M 0.70% 44,868 SH
21 NETSCOUT SYS INC NTCT 64115T104 $2.8M 0.68% 88,912 SH
22 CATALYST PHARMACEUTICALS INC CPRX 14888U101 $2.8M 0.68% 113,918 SH
23 INDIVIOR PHARMACEUTICALS INC INDV 45579U109 $2.8M 0.68% 92,300 SH
24 BIOGEN INC BIIB 09062X103 $2.8M 0.67% 15,300 SH
25 PEDIATRIX MEDICAL GROUP INC MD 58502B106 $2.8M 0.66% 129,000 SH
26 PFIZER INC PFE 717081103 $2.7M 0.65% 96,750 SH
27 3D SYS CORP DEL DDD 88554D205 $2.7M 0.64% 1,418,614 SH
28 BRISTOL-MYERS SQUIBB CO BMY 110122108 $2.6M 0.63% 43,000 SH
29 EXPEDIA GROUP INC EXPE 30212P303 $2.6M 0.62% 11,100 SH
30 WILEY JOHN & SONS INC WLY 968223206 $2.6M 0.61% 67,000 SH
31 TERADATA CORP DEL TDC 88076W103 $2.5M 0.60% 97,700 SH
32 CROCS INC CROX 227046109 $2.4M 0.58% 28,900 SH
33 BOOZ ALLEN HAMILTON HLDG COR BAH 099502106 $2.4M 0.57% 30,550 SH
34 INCYTE CORP INCY 45337C102 $2.4M 0.57% 25,000 SH
35 BORGWARNER INC BWA 099724106 $2.3M 0.56% 43,000 SH
36 VIATRIS INC VTRS 92556V106 $2.3M 0.56% 171,566 SH
37 KORN FERRY KFY 500643200 $2.3M 0.56% 36,800 SH
38 WEX INC WEX 96208T104 $2.3M 0.56% 15,100 SH
39 MATCH GROUP INC NEW MTCH 57667L107 $2.3M 0.55% 74,800 SH
40 STRATEGIC ED INC STRA 86272C103 $2.3M 0.55% 27,600 SH
41 HARMONY BIOSCIENCES HLDGS IN HRMY 413197104 $2.3M 0.55% 81,300 SH
42 NEXSTAR MEDIA GROUP INC NXST 65336K103 $2.3M 0.54% 12,457 SH
43 AMDOCS LTD DOX G02602103 $2.2M 0.54% 34,200 SH
44 CDW CORP CDW 12514G108 $2.2M 0.53% 18,275 SH
45 DORMAN PRODS INC DORM 258278100 $2.2M 0.53% 21,000 SH
46 ADOBE INC ADBE 00724F101 $2.2M 0.53% 8,990 SH
47 COGNIZANT TECHNOLOGY SOLUTIO CTSH 192446102 $2.2M 0.52% 35,600 SH
48 YETI HLDGS INC YETI 98585X104 $2.2M 0.52% 59,200 SH
49 VONTIER CORPORATION VNT 928881101 $2.2M 0.52% 60,674 SH
50 DECKERS OUTDOOR CORP DECK 243537107 $2.2M 0.52% 21,500 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-11 $416.2M 97 0001056466-26-000004
2025-12-31 2026-02-12 $412.1M 98 0001056466-26-000003
2025-09-30 2025-11-10 $437.7M 99 0001056466-25-000004