Clark Estates Inc/Ny Portfolio Stock Holdings
Clark Estates Inc/Ny disclosed 97 stock positions valued at approximately $416.2 million in its latest SEC 13F filing. The largest holdings include DISNEY WALT CO, SOLVENTUM CORP, and WARNER MUSIC GROUP CORP. The filing reflects positions held as of March 31, 2026 and was filed on May 11, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 97
- Portfolio Value
- $416.2M
Holdings by Sector
Clark Estates Inc/Ny Portfolio Holdings in Q1 2026
94 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DISNEY WALT CO | DIS | Communication Services | 4.63% | 200,000 | +40,000 | +25.00% | $19,276,000 |
| SOLVENTUM CORP | SOLV | Healthcare | 4.55% | 290,000 | +75,000 | +34.88% | $18,937,000 |
| WARNER MUSIC GROUP CORP | WMG | Communication Services | 3.99% | 650,000 | +375,000 | +136.36% | $16,601,000 |
| IQVIA HLDGS INC | IQV | Healthcare | 3.90% | 95,200 | +35,000 | +58.14% | $16,235,408 |
| AMRIZE LTD | AMRZ | Other | 3.84% | 285,000 | -40,000 | -12.31% | $15,965,700 |
| SONY GROUP CORP | SONY | Technology | 3.44% | 691,600 | +441,600 | +176.64% | $14,316,120 |
| HALEON PLC | HLN | Healthcare | 3.37% | 1,400,000 | -400,000 | -22.22% | $14,014,000 |
| MEDTRONIC PLC | MDT | Other | 3.23% | 155,000 | - | - | $13,430,750 |
| BAUSCH PLUS LOMB CORP | BLCO | Healthcare | 3.15% | 825,000 | - | - | $13,117,500 |
| AVANOS MED INC | AVNS | Healthcare | 2.84% | 845,000 | -43,880 | -4.94% | $11,838,450 |
| SHATTUCK LABS INC | STTK | Healthcare | 2.28% | 1,475,648 | - | - | $9,488,417 |
| SMITH & NEPHEW PLC | SNN | Healthcare | 1.68% | 220,000 | -80,000 | -26.67% | $6,991,600 |
| GILEAD SCIENCES INC | GILD | Healthcare | 0.87% | 26,022 | - | - | $3,626,686 |
| ALTRIA GROUP INC | MO | Consumer Defensive | 0.77% | 48,613 | - | - | $3,207,972 |
| LANTHEUS HLDGS INC | LNTH | Healthcare | 0.77% | 42,000 | - | - | $3,185,700 |
| ZIFF DAVIS INC | ZD | Communication Services | 0.70% | 69,700 | - | - | $2,924,612 |
| TD SYNNEX CORPORATION | SNX | Technology | 0.70% | 17,299 | - | - | $2,918,514 |
| HALOZYME THERAPEUTICS INC | HALO | Healthcare | 0.70% | 44,868 | - | - | $2,899,819 |
| NETSCOUT SYS INC | NTCT | Technology | 0.68% | 88,912 | - | - | $2,826,512 |
| CATALYST PHARMACEUTICALS INC | CPRX | Healthcare | 0.68% | 113,918 | - | - | $2,820,610 |
| BIOGEN INC | BIIB | Healthcare | 0.67% | 15,300 | - | - | $2,804,949 |
| PEDIATRIX MEDICAL GROUP INC | MD | Healthcare | 0.66% | 129,000 | - | - | $2,759,310 |
| PFIZER INC | PFE | Healthcare | 0.65% | 96,750 | - | - | $2,716,740 |
| 3D SYS CORP DEL | DDD | Technology | 0.64% | 1,418,614 | - | - | $2,666,994 |
| BRISTOL-MYERS SQUIBB CO | BMY | Healthcare | 0.63% | 43,000 | - | - | $2,607,950 |
| EXPEDIA GROUP INC | EXPE | Consumer Cyclical | 0.62% | 11,100 | +11,100 | +100.00% | $2,562,879 |
| WILEY JOHN & SONS INC | WLY | Communication Services | 0.61% | 67,000 | - | - | $2,552,700 |
| TERADATA CORP DEL | TDC | Technology | 0.60% | 97,700 | - | - | $2,504,051 |
| CROCS INC | CROX | Consumer Cyclical | 0.58% | 28,900 | +3,800 | +15.14% | $2,399,278 |
| BOOZ ALLEN HAMILTON HLDG COR | BAH | Industrials | 0.57% | 30,550 | +3,900 | +14.63% | $2,383,816 |
| INCYTE CORP | INCY | Healthcare | 0.57% | 25,000 | - | - | $2,353,000 |
| BORGWARNER INC | BWA | Consumer Cyclical | 0.56% | 43,000 | - | - | $2,333,180 |
| VIATRIS INC | VTRS | Healthcare | 0.56% | 171,566 | - | - | $2,317,857 |
| KORN FERRY | KFY | Industrials | 0.56% | 36,800 | +36,800 | +100.00% | $2,316,560 |
| WEX INC | WEX | Technology | 0.56% | 15,100 | - | - | $2,310,904 |
| MATCH GROUP INC NEW | MTCH | Communication Services | 0.55% | 74,800 | +10,000 | +15.43% | $2,297,108 |
| STRATEGIC ED INC | STRA | Consumer Defensive | 0.55% | 27,600 | - | - | $2,289,696 |
| HARMONY BIOSCIENCES HLDGS IN | HRMY | Healthcare | 0.55% | 81,300 | +14,000 | +20.80% | $2,277,213 |
| NEXSTAR MEDIA GROUP INC | NXST | Communication Services | 0.54% | 12,457 | - | - | $2,252,599 |
| AMDOCS LTD | G02602103 | Other | 0.54% | 34,200 | +7,200 | +26.67% | $2,231,892 |
| CDW CORP | CDW | Technology | 0.53% | 18,275 | +18,275 | +100.00% | $2,211,640 |
| DORMAN PRODS INC | DORM | Consumer Cyclical | 0.53% | 21,000 | +21,000 | +100.00% | $2,191,560 |
| ADOBE INC | ADBE | Technology | 0.53% | 8,990 | +8,990 | +100.00% | $2,185,289 |
| COGNIZANT TECHNOLOGY SOLUTIO | CTSH | Technology | 0.52% | 35,600 | +10,879 | +44.01% | $2,184,060 |
| YETI HLDGS INC | YETI | Consumer Cyclical | 0.52% | 59,200 | - | - | $2,166,128 |
| VONTIER CORPORATION | VNT | Technology | 0.52% | 60,674 | - | - | $2,152,107 |
| DECKERS OUTDOOR CORP | DECK | Consumer Cyclical | 0.52% | 21,500 | +21,500 | +100.00% | $2,151,935 |
| WESTERN UN CO | WU | Financial Services | 0.52% | 246,000 | - | - | $2,147,580 |
| OMNICOM GROUP INC | OMC | Communication Services | 0.51% | 28,400 | - | - | $2,138,804 |
| WORLD KINECT CORPORATION | WKC | Energy | 0.51% | 91,600 | - | - | $2,113,212 |
| QUALYS INC | QLYS | Technology | 0.51% | 24,000 | +24,000 | +100.00% | $2,108,400 |
| MOLSON COORS BEVERAGE CO | TAP | Consumer Defensive | 0.50% | 48,800 | - | - | $2,101,328 |
| SS&C TECH HLDGS | SSNC | Technology | 0.50% | 31,000 | +31,000 | +100.00% | $2,094,670 |
| TASKUS INC | TASK | Technology | 0.50% | 310,500 | +310,500 | +100.00% | $2,083,455 |
| ALLISON TRANSMISSION HLDGS I | ALSN | Consumer Cyclical | 0.50% | 17,750 | - | - | $2,077,815 |
| UPBOUND GROUP INC | UPBD | Technology | 0.49% | 113,000 | - | - | $2,039,650 |
| SMUCKER J M CO | SJM | Consumer Defensive | 0.49% | 20,987 | - | - | $2,023,986 |
| FRONTDOOR INC | FTDR | Consumer Cyclical | 0.48% | 38,000 | +38,000 | +100.00% | $2,008,680 |
| JANUS INTERNATIONAL GROUP IN | JBI | Industrials | 0.47% | 381,500 | +58,000 | +17.93% | $1,964,725 |
| KBR INC | KBR | Industrials | 0.46% | 52,500 | - | - | $1,935,150 |
| PVH CORPORATION | PVH | Consumer Cyclical | 0.46% | 27,300 | - | - | $1,904,448 |
| ASGN INC | ASGN | Technology | 0.45% | 48,800 | - | - | $1,889,048 |
| ONESPAN INC | OSPN | Technology | 0.45% | 177,000 | - | - | $1,863,810 |
| DROPBOX INC | DBX | Technology | 0.44% | 80,800 | - | - | $1,835,776 |
| BLACKBAUD INC | BLKB | Technology | 0.44% | 47,300 | +12,000 | +33.99% | $1,826,253 |
| COMCAST CORP NEW | CMCSA | Communication Services | 0.43% | 62,100 | - | - | $1,782,891 |
| MAXIMUS INC | MMS | Industrials | 0.42% | 27,138 | - | - | $1,739,546 |
| DXC TECHNOLOGY CO | DXC | Technology | 0.39% | 130,000 | - | - | $1,634,100 |
| YELP INC | YELP | Communication Services | 0.39% | 65,100 | - | - | $1,610,574 |
| SIMPLY GOOD FOODS CO | SMPL | Consumer Defensive | 0.37% | 107,500 | +15,200 | +16.47% | $1,542,625 |
| BELLRING BRANDS INC | BRBR | Consumer Defensive | 0.36% | 94,100 | +22,800 | +31.98% | $1,514,069 |
| BATH & BODY WORKS INC | BBWI | Consumer Cyclical | 0.34% | 75,600 | - | - | $1,411,452 |
| CARS COM INC | CARS | Consumer Cyclical | 0.32% | 163,800 | - | - | $1,330,056 |
| HP INC | HPQ | Technology | 0.29% | 63,320 | - | - | $1,216,377 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.24% | 4,105 | - | - | $1,003,426 |
| EMBECTA CORP | EMBC | Healthcare | 0.22% | 105,211 | - | - | $930,065 |
| XPONENTIAL FITNESS INC | XPOF | Consumer Cyclical | 0.21% | 144,736 | - | - | $871,311 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.20% | 5,750 | - | - | $830,530 |
| APPLE INC | AAPL | Technology | 0.19% | 3,111 | - | - | $789,541 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.18% | 3,055 | - | - | $740,501 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.16% | 1,054 | - | - | $685,458 |
| SCHEIN HENRY INC | HSIC | Healthcare | 0.14% | 8,000 | +8,000 | +100.00% | $589,600 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.12% | 2,440 | - | - | $508,179 |
| HELEN OF TROY LTD | G4388N106 | Other | 0.12% | 34,200 | - | - | $493,164 |
| EXXON MOBIL CORP | XOM | Energy | 0.09% | 2,224 | - | - | $377,324 |
| VANGUARD INDEX FDS | VB | Other | 0.08% | 1,350 | - | - | $353,592 |
| ALPHABET INC | GOOGL | Communication Services | 0.08% | 1,100 | - | - | $316,316 |
| MICROSOFT CORP | MSFT | Technology | 0.08% | 853 | - | - | $315,755 |
| DEFINITIVE HEALTHCARE CORP | DH | Healthcare | 0.07% | 239,630 | - | - | $294,745 |
| CHUBB LTD SWITZ | CB | Financial Services | 0.06% | 800 | - | - | $260,744 |
| PEPSICO INC | PEP | Consumer Defensive | 0.06% | 1,650 | - | - | $256,228 |
| ISHARES TR | EFA | Other | 0.06% | 2,370 | - | - | $230,198 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.05% | 750 | - | - | $220,620 |
| NORTHROP GRUMMAN CORP | NOC | Industrials | 0.05% | 305 | +305 | +100.00% | $208,083 |