Clark Estates Inc/Ny Portfolio Stock Holdings
According to the SEC 13F filed on August 5, 2026, Clark Estates Inc/Ny disclosed 88 stock positions valued at approximately $433.71M as of quarter-end June 30, 2026. The largest holdings include VANGUARD TAX-MANAGED FDS, UNILEVER PLC, and DISNEY WALT CO.
- Report Period
- June 30, 2026
- No. of Stocks
- 88
- Portfolio Value
- $433.71M
Holdings by Sector
Clark Estates Inc/Ny Portfolio Holdings in Q2 2026
| 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 |
| UNILEVER PLC | UNLYF | Other | 5.13% | 370,000 | +65,000 | +21.31% | $22,244,400 |
| 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 |
Showing 30 of 88 holdings in the latest reporting period.