Clark Estates Inc/Ny Portfolio Stock Holdings
Clark Estates Inc/Ny disclosed 90 stock positions valued at approximately $433.7 million in its latest SEC 13F filing. The largest holdings include VANGUARD TAX-MANAGED FDS, DISNEY WALT CO, and AMRIZE LTD. The filing reflects positions held as of June 30, 2026 and was filed on August 5, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 90
- Portfolio Value
- $433.7M
Holdings by Sector
Clark Estates Inc/Ny Portfolio Holdings in Q2 2026
87 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | VEA | Other | 6.10% | 371,060 | +371,060 | +100.00% | $26,438,025 |
| DISNEY WALT CO | DIS | Communication Services | 4.44% | 200,000 | - | - | $19,250,000 |
| AMRIZE LTD | AMRZ | Other | 3.99% | 325,000 | +40,000 | +14.04% | $17,322,500 |
| SONY GROUP CORP | SONY | Technology | 3.82% | 825,000 | +133,400 | +19.29% | $16,549,500 |
| HALEON PLC | HLN | Healthcare | 3.66% | 1,700,000 | +300,000 | +21.43% | $15,861,000 |
| SOLVENTUM CORP | SOLV | Healthcare | 3.56% | 200,000 | -90,000 | -31.03% | $15,430,000 |
| BAUSCH PLUS LOMB CORP | BLCO | Healthcare | 3.36% | 881,000 | +56,000 | +6.79% | $14,589,360 |
| WARNER MUSIC GROUP CORP | WMG | Communication Services | 3.34% | 535,000 | -115,000 | -17.69% | $14,482,450 |
| SCHEIN HENRY INC | HSIC | Healthcare | 2.60% | 135,000 | +127,000 | +1587.50% | $11,275,200 |
| IQVIA HLDGS INC | IQV | Healthcare | 2.32% | 52,185 | -43,015 | -45.18% | $10,083,186 |
| SHATTUCK LABS INC | STTK | Healthcare | 2.29% | 1,430,167 | -45,481 | -3.08% | $9,925,359 |
| MEDTRONIC PLC | MDT | Other | 1.62% | 90,000 | -65,000 | -41.94% | $7,040,700 |
| WILEY JOHN & SONS INC | WLY | Communication Services | 1.06% | 94,400 | +27,400 | +40.90% | $4,579,344 |
| 3D SYS CORP DEL | DDD | Technology | 0.99% | 1,418,614 | - | - | $4,284,214 |
| SMITH & NEPHEW PLC | SNN | Healthcare | 0.95% | 143,500 | -76,500 | -34.77% | $4,134,235 |
| PEDIATRIX MEDICAL GROUP INC | MD | Healthcare | 0.89% | 153,000 | +24,000 | +18.60% | $3,875,490 |
| CATALYST PHARMACEUTICALS INC | CPRX | Healthcare | 0.83% | 113,918 | - | - | $3,580,443 |
| HALOZYME THERAPEUTICS INC | HALO | Healthcare | 0.81% | 44,868 | - | - | $3,511,818 |
| ALTRIA GROUP INC | MO | Consumer Defensive | 0.81% | 48,613 | - | - | $3,497,705 |
| CROCS INC | CROX | Consumer Cyclical | 0.80% | 28,900 | - | - | $3,486,496 |
| BEST BUY INC | BBY | Consumer Cyclical | 0.76% | 43,700 | +43,700 | +100.00% | $3,315,956 |
| BIOGEN INC | BIIB | Healthcare | 0.76% | 15,300 | - | - | $3,305,718 |
| GILEAD SCIENCES INC | GILD | Healthcare | 0.76% | 26,022 | - | - | $3,287,619 |
| ZIFF DAVIS INC | ZD | Communication Services | 0.75% | 62,425 | -7,275 | -10.44% | $3,269,197 |
| STRATEGIC ED INC | STRA | Consumer Defensive | 0.75% | 42,300 | +14,700 | +53.26% | $3,241,026 |
| WEX INC | WEX | Technology | 0.71% | 21,800 | +6,700 | +44.37% | $3,075,762 |
| TERADATA CORP DEL | TDC | Technology | 0.70% | 87,600 | -10,100 | -10.34% | $3,035,340 |
| WORLD KINECT CORPORATION | WKC | Energy | 0.70% | 91,600 | - | - | $3,017,304 |
| HARMONY BIOSCIENCES HLDGS IN | HRMY | Healthcare | 0.68% | 81,300 | - | - | $2,960,133 |
| FRONTDOOR INC | FTDR | Consumer Cyclical | 0.68% | 38,000 | - | - | $2,948,420 |
| SMITH A O CORP | AOS | Industrials | 0.67% | 46,000 | +46,000 | +100.00% | $2,885,120 |
| DORMAN PRODS INC | DORM | Consumer Cyclical | 0.66% | 21,000 | - | - | $2,865,450 |
| MATCH GROUP INC NEW | MTCH | Communication Services | 0.66% | 74,800 | - | - | $2,846,140 |
| INCYTE CORP | INCY | Healthcare | 0.65% | 25,000 | - | - | $2,834,000 |
| EXPEDIA GROUP INC | EXPE | Consumer Cyclical | 0.65% | 11,000 | -100 | -0.90% | $2,814,680 |
| ADDUS HOMECARE CORP | ADUS | Healthcare | 0.65% | 28,000 | +28,000 | +100.00% | $2,813,160 |
| VIATRIS INC | VTRS | Healthcare | 0.63% | 171,566 | - | - | $2,724,468 |
| GENTEX CORP | GNTX | Consumer Cyclical | 0.61% | 105,000 | +105,000 | +100.00% | $2,653,350 |
| TRINET GROUP INC | TNET | Industrials | 0.60% | 52,500 | +52,500 | +100.00% | $2,598,225 |
| CDW CORP | CDW | Technology | 0.59% | 18,275 | - | - | $2,570,196 |
| ONESPAN INC | OSPN | Technology | 0.59% | 177,000 | - | - | $2,539,950 |
| BRISTOL-MYERS SQUIBB CO | BMY | Healthcare | 0.57% | 43,000 | - | - | $2,477,660 |
| OPTION CARE HEALTH INC | OPCH | Healthcare | 0.57% | 118,000 | +118,000 | +100.00% | $2,474,460 |
| MAXIMUS INC | MMS | Industrials | 0.57% | 45,700 | +18,562 | +68.40% | $2,456,832 |
| KORN FERRY | KFY | Industrials | 0.56% | 36,800 | - | - | $2,450,144 |
| UPBOUND GROUP INC | UPBD | Technology | 0.55% | 113,000 | - | - | $2,397,860 |
| KBR INC | KBR | Industrials | 0.55% | 69,200 | +16,700 | +31.81% | $2,389,476 |
| PFIZER INC | PFE | Healthcare | 0.54% | 96,750 | - | - | $2,329,740 |
| EXPAND ENERGY CORPORATION | CHK | Energy | 0.54% | 25,500 | +25,500 | +100.00% | $2,325,345 |
| ADOBE INC | ADBE | Technology | 0.53% | 11,190 | +2,200 | +24.47% | $2,294,174 |
| MNTN INC | 55318A108 | Other | 0.53% | 248,000 | +248,000 | +100.00% | $2,281,600 |
| COGNIZANT TECHNOLOGY SOLUTIO | CTSH | Technology | 0.51% | 57,300 | +21,700 | +60.96% | $2,219,229 |
| AMDOCS LTD | G02602103 | Other | 0.50% | 42,800 | +8,600 | +25.15% | $2,163,112 |
| DECKERS OUTDOOR CORP | DECK | Consumer Cyclical | 0.49% | 21,500 | - | - | $2,134,735 |
| SIMPLY GOOD FOODS CO | SMPL | Consumer Defensive | 0.49% | 160,000 | +52,500 | +48.84% | $2,124,800 |
| JANUS INTERNATIONAL GROUP IN | JBI | Industrials | 0.49% | 381,500 | - | - | $2,117,325 |
| CLARUS CORP NEW | CLAR | Consumer Cyclical | 0.48% | 660,000 | +660,000 | +100.00% | $2,079,000 |
| OMNICOM GROUP INC | OMC | Communication Services | 0.48% | 28,400 | - | - | $2,068,372 |
| LEIDOS HOLDINGS INC | LDOS | Technology | 0.47% | 19,700 | +19,700 | +100.00% | $2,028,509 |
| SS&C TECH HLDGS | SSNC | Technology | 0.44% | 31,000 | - | - | $1,923,550 |
| DROPBOX INC | DBX | Technology | 0.44% | 68,750 | -12,050 | -14.91% | $1,888,562 |
| BOOZ ALLEN HAMILTON HLDG COR | BAH | Industrials | 0.43% | 30,550 | - | - | $1,853,468 |
| BLACKBAUD INC | BLKB | Technology | 0.42% | 61,900 | +14,600 | +30.87% | $1,833,478 |
| VONTIER CORPORATION | VNT | Technology | 0.41% | 60,674 | - | - | $1,759,546 |
| BATH & BODY WORKS INC | BBWI | Consumer Cyclical | 0.40% | 75,600 | - | - | $1,748,628 |
| MOLSON COORS BEVERAGE CO | TAP | Consumer Defensive | 0.37% | 40,650 | -8,150 | -16.70% | $1,583,724 |
| WESTERN UN CO | WU | Financial Services | 0.36% | 200,650 | -45,350 | -18.43% | $1,545,005 |
| COMCAST CORP NEW | CMCSA | Communication Services | 0.35% | 62,100 | - | - | $1,524,555 |
| TASKUS INC | TASK | Technology | 0.34% | 310,500 | - | - | $1,453,140 |
| CARS COM INC | CARS | Consumer Cyclical | 0.33% | 129,040 | -34,760 | -21.22% | $1,411,698 |
| HP INC | HPQ | Technology | 0.32% | 63,320 | - | - | $1,389,241 |
| YELP INC | YELP | Communication Services | 0.29% | 51,375 | -13,725 | -21.08% | $1,259,715 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.24% | 4,105 | - | - | $1,042,547 |
| APPLE INC | AAPL | Technology | 0.21% | 3,111 | - | - | $900,199 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.20% | 3,055 | - | - | $859,097 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.19% | 5,750 | - | - | $843,180 |
| DXC TECHNOLOGY CO | DXC | Technology | 0.19% | 92,200 | -37,800 | -29.08% | $815,970 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.18% | 1,054 | - | - | $787,096 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.13% | 2,440 | - | - | $581,550 |
| VANGUARD INDEX FDS | VB | Other | 0.09% | 1,350 | - | - | $409,212 |
| ALPHABET INC | GOOGL | Communication Services | 0.09% | 1,100 | - | - | $393,107 |
| MICROSOFT CORP | MSFT | Technology | 0.07% | 853 | - | - | $318,186 |
| EXXON MOBIL CORP | XOM | Energy | 0.07% | 2,224 | - | - | $304,065 |
| CHUBB LIMITED | CB | Financial Services | 0.06% | 800 | - | - | $272,592 |
| ISHARES TR | EFA | Other | 0.06% | 2,370 | - | - | $246,196 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.06% | 750 | - | - | $245,498 |
| PEPSICO INC | PEP | Consumer Defensive | 0.05% | 1,650 | - | - | $223,410 |