Clark Estates Inc.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 5, 2026), Clark Estates Inc. reported 90 stock positions worth $433.7 million. Its top holding was Eucldean Fundmntl Val ETF Ec (ECML) at 15.4% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 6.1%) and Unilever PLC-Sponsored ADR (UL, 5.1%). Compared with Q1 2026, it opened 11 new positions, sold out of 18, added to 17 and reduced 16. The biggest buy was a new position in Vanguard Ftse Developed ETF (VEA) and the biggest sale Eucldean Fundmntl Val ETF Ec (ECML, shares −19%).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001056466
Portfolio Value
$433.7M (Q2 2026)
SEC Filing
0001056466-26-000006 ↗ filed Aug 5, 2026

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $607.1M Q1 2024 Q2 2024: $532.5M Q2 2024 Q3 2024: $537.3M Q3 2024 Q4 2024: $517.4M Q4 2024 Q1 2025: $472.3M Q1 2025 Q2 2025: $445.7M Q2 2025 Q3 2025: $437.7M Q3 2025 Q4 2025: $412.1M Q4 2025 Q1 2026: $416.2M Q1 2026 Q2 2026: $433.7M $433.7M Q2 2026

Holdings 90 stocks · $433.7M
ECML Eucldean Fundmntl Val ETF Ec 15.37% 1,722,782 $66.7M Reduce -18.7%
VEA Vanguard Ftse Developed ETF 6.10% 371,060 $26.4M New
UL Unilever PLC-Sponsored ADR 5.13% 370,000 $22.2M Add +21.3%
DIS The Walt Disney Co. filed as DISNEY WALT CO 4.44% 200,000 $19.3M No change
AMRZ Amrize Ltd. 3.99% 325,000 $17.3M Add +14.0%
SONY Sony Group Corp. - SP ADR 3.82% 825,000 $16.5M Add +19.3%
HLN Haleon PLC-ADR 3.66% 1,700,000 $15.9M Add +21.4%
SOLV Solventum Corp. 3.56% 200,000 $15.4M Reduce -31.0%
BLCO Bausch + Lomb Corp. 3.36% 881,000 $14.6M Add +6.8%
WMG Warner Music Group Corp. Class A 3.34% 535,000 $14.5M Reduce -17.7%
HSIC Henry Schein Inc. filed as SCHEIN HENRY INC 2.60% 135,000 $11.3M Add +1587.5%
IQV Iqvia Holdings Inc. 2.32% 52,185 $10.1M Reduce -45.2%
STTK Shattuck Labs Inc. 2.29% 1,430,167 $9.9M Reduce -3.1%
MDT Medtronic PLC 1.62% 90,000 $7.0M Reduce -41.9%
WLY Wiley (john) & Sons Class A 1.06% 94,400 $4.6M Add +40.9%
DDD 3D Systems Corp. filed as 3D SYS CORP DEL 0.99% 1,418,614 $4.3M No change
SNN Smith & Nephew PLC -Spon ADR 0.95% 143,500 $4.1M Reduce -34.8%
MD Pediatrix Medical Group Inc. 0.89% 153,000 $3.9M Add +18.6%
INDV Indivior Pharmaceuticals Inc. 0.87% 92,300 $3.8M No change
CPRX Catalyst Pharmaceuticals Inc. 0.83% 113,918 $3.6M No change
HALO Halozyme Therapeutics Inc. 0.81% 44,868 $3.5M No change
MO Altria Group Inc. 0.81% 48,613 $3.5M No change
CROX Crocs Inc. 0.80% 28,900 $3.5M No change
BBY Best Buy Co. Inc. 0.76% 43,700 $3.3M New
BIIB Biogen Inc. 0.76% 15,300 $3.3M No change
GILD Gilead Sciences Inc. 0.76% 26,022 $3.3M No change
ZD Ziff Davis Inc. 0.75% 62,425 $3.3M Reduce -10.4%
STRA Strategic Education Inc. 0.75% 42,300 $3.2M Add +53.3%
WEX Wex Inc. 0.71% 21,800 $3.1M Add +44.4%
TDC Teradata Corp. 0.70% 87,600 $3.0M Reduce -10.3%
WKC World Kinect Corp. 0.70% 91,600 $3.0M No change
HRMY Harmony Biosciences Holdings 0.68% 81,300 $3.0M No change
FTDR Frontdoor Inc. 0.68% 38,000 $2.9M No change
AOS Smith (a.o.) Corp. 0.67% 46,000 $2.9M New
DORM Dorman Products Inc. 0.66% 21,000 $2.9M No change
MTCH Match Group Inc. 0.66% 74,800 $2.8M No change
INCY Incyte Corp. 0.65% 25,000 $2.8M No change
EXPE Expedia Group Inc. 0.65% 11,000 $2.8M Reduce -0.9%
ADUS Addus Homecare Corp. 0.65% 28,000 $2.8M New
VTRS Viatris Inc. 0.63% 171,566 $2.7M No change
GNTX Gentex Corp. 0.61% 105,000 $2.7M New
TNET Trinet Group Inc. 0.60% 52,500 $2.6M New
CDW CDW Corp. 0.59% 18,275 $2.6M No change
OSPN Onespan Inc. 0.59% 177,000 $2.5M No change
BMY Bristol-Myers Squibb Co. 0.57% 43,000 $2.5M No change
OPCH Option Care Health Inc. 0.57% 118,000 $2.5M New
MMS Maximus Inc. 0.57% 45,700 $2.5M Add +68.4%
KFY Korn Ferry 0.56% 36,800 $2.5M No change
UPBD Upbound Group Inc. 0.55% 113,000 $2.4M No change
KBR KBR Inc. 0.55% 69,200 $2.4M Add +31.8%
PFE Pfizer Inc. 0.54% 96,750 $2.3M No change
EXE Expand Energy Corp. 0.54% 25,500 $2.3M New
ADBE Adobe Inc. 0.53% 11,190 $2.3M Add +24.5%
MNTN MNTN Inc. Class A 0.53% 248,000 $2.3M New
CTSH Cognizant Tech Solutions-A 0.51% 57,300 $2.2M Add +61.0%
DOX Amdocs Ltd. 0.50% 42,800 $2.2M Add +25.1%
DECK Deckers Outdoor Corp. 0.49% 21,500 $2.1M No change
SMPL The Simply Good Foods Co. 0.49% 160,000 $2.1M Add +48.8%
JBI Janus International Group Inc. 0.49% 381,500 $2.1M No change
CLAR Clarus Corp. 0.48% 660,000 $2.1M New
OMC Omnicom Group 0.48% 28,400 $2.1M No change
LDOS Leidos Holdings Inc. 0.47% 19,700 $2.0M New
SSNC Ss&c Technologies Holdings 0.44% 31,000 $1.9M No change
DBX Dropbox Inc. Class A 0.44% 68,750 $1.9M Reduce -14.9%
BAH Booz Allen Hamilton Holdings 0.43% 30,550 $1.9M No change
BLKB Blackbaud Inc. 0.42% 61,900 $1.8M Add +30.9%
VNT Vontier Corp. 0.41% 60,674 $1.8M No change
BBWI Bath & Body Works Inc. 0.40% 75,600 $1.7M No change
TAP Molson Coors Beverage Co. Class B 0.37% 40,650 $1.6M Reduce -16.7%
WU Western Union Co. 0.36% 200,650 $1.5M Reduce -18.4%
CMCSA Comcast Corp. Class A 0.35% 62,100 $1.5M No change
TASK Taskus Inc. Class A 0.34% 310,500 $1.5M No change
CARS Cars.com Inc. 0.33% 129,040 $1.4M Reduce -21.2%
HPQ HP Inc. 0.32% 63,320 $1.4M No change
YELP Yelp Inc. 0.29% 51,375 $1.3M Reduce -21.1%
JNJ Johnson & Johnson 0.24% 4,105 $1.0M No change
AAPL Apple Inc. 0.21% 3,111 $900K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.20% 3,055 $859K No change
PG The Procter & Gamble Co. 0.19% 5,750 $843K No change
DXC DXC Technology Co. 0.19% 92,200 $816K Reduce -29.1%
SPY SS SPDR S&P 500 ETF Trust-US 0.18% 1,054 $787K No change
AMZN Amazon.com Inc. 0.13% 2,440 $582K No change
VB Vanguard Most SM-Cap ETF-Usd 0.09% 1,350 $409K No change
GOOGL Alphabet Inc. Class A 0.09% 1,100 $393K No change
MSFT Microsoft Corp. 0.07% 853 $318K No change
XOM Exxon Mobil Corp. 0.07% 2,224 $304K No change
CB Chubb Ltd. 0.06% 800 $273K No change
EFA iShares MSCI Eafe ETF 0.06% 2,370 $246K No change
JPM JPMorgan Chase & Co. 0.06% 750 $245K No change
PEP Pepsico Inc. 0.05% 1,650 $223K No change

Portfolio Sells Q1 2026 → Q2 2026
ECML Eucldean Fundmntl Val ETF Ec Reduce -18.7% 15.37% −3.13
AVNS Avanos Medical Inc. Sold out 0.00% −2.84
MDT Medtronic PLC Reduce -41.9% 1.62% −1.60
IQV Iqvia Holdings Inc. Reduce -45.2% 2.32% −1.58
SOLV Solventum Corp. Reduce -31.0% 3.56% −0.99
LNTH Lantheus Holdings Inc. Sold out 0.00% −0.77
SNN Smith & Nephew PLC -Spon ADR Reduce -34.8% 0.95% −0.73
SNX TD Synnex Corp. Sold out 0.00% −0.70
NTCT Netscout Systems Inc. Sold out 0.00% −0.68
WMG Warner Music Group Corp. Class A Reduce -17.7% 3.34% −0.65
BWA Borgwarner Inc. Sold out 0.00% −0.56
NXST Nexstar Media Group Inc. Sold out 0.00% −0.54
YETI Yeti Holdings Inc. Sold out 0.00% −0.52
QLYS Qualys Inc. Sold out 0.00% −0.51
ALSN Allison Transmission Holding Sold out 0.00% −0.50
SJM The JM Smucker Co. Sold out 0.00% −0.49
PVH PVH Corp. Sold out 0.00% −0.46
EFOR Everforth Inc. Sold out 0.00% −0.45
BRBR Bellring Brands Inc. Sold out 0.00% −0.36
EMBC Embecta Corp. Sold out 0.00% −0.22
XPOF Xponential Fitness Inc. Class A Sold out 0.00% −0.21
DXC DXC Technology Co. Reduce -29.1% 0.19% −0.20
WU Western Union Co. Reduce -18.4% 0.36% −0.16
TAP Molson Coors Beverage Co. Class B Reduce -16.7% 0.37% −0.14
HELE Helen of Troy Ltd. Sold out 0.00% −0.12
YELP Yelp Inc. Reduce -21.1% 0.29% −0.10
DH Definitive Healthcare Corp. Sold out 0.00% −0.07
NOC Northrop Grumman Corp. Sold out 0.00% −0.05
DBX Dropbox Inc. Class A Reduce -14.9% 0.44% −0.01
CARS Cars.com Inc. Reduce -21.2% 0.33% +0.01
STTK Shattuck Labs Inc. Reduce -3.1% 2.29% +0.01
EXPE Expedia Group Inc. Reduce -0.9% 0.65% +0.03
ZD Ziff Davis Inc. Reduce -10.4% 0.75% +0.05
TDC Teradata Corp. Reduce -10.3% 0.70% +0.10

Portfolio Buys Q1 2026 → Q2 2026
VEA Vanguard Ftse Developed ETF New 6.10% +6.10
HSIC Henry Schein Inc. Add +1587.5% 2.60% +2.46
UL Unilever PLC-Sponsored ADR Add +21.3% 5.13% +0.95
BBY Best Buy Co. Inc. New 0.76% +0.76
AOS Smith (a.o.) Corp. New 0.67% +0.67
ADUS Addus Homecare Corp. New 0.65% +0.65
GNTX Gentex Corp. New 0.61% +0.61
TNET Trinet Group Inc. New 0.60% +0.60
OPCH Option Care Health Inc. New 0.57% +0.57
EXE Expand Energy Corp. New 0.54% +0.54
MNTN MNTN Inc. Class A New 0.53% +0.53
CLAR Clarus Corp. New 0.48% +0.48
LDOS Leidos Holdings Inc. New 0.47% +0.47
WLY Wiley (john) & Sons Class A Add +40.9% 1.06% +0.44
SONY Sony Group Corp. - SP ADR Add +19.3% 3.82% +0.38
HLN Haleon PLC-ADR Add +21.4% 3.66% +0.29
MD Pediatrix Medical Group Inc. Add +18.6% 0.89% +0.23
BLCO Bausch + Lomb Corp. Add +6.8% 3.36% +0.21
STRA Strategic Education Inc. Add +53.3% 0.75% +0.20
AMRZ Amrize Ltd. Add +14.0% 3.99% +0.16
WEX Wex Inc. Add +44.4% 0.71% +0.15
MMS Maximus Inc. Add +68.4% 0.57% +0.15
SMPL The Simply Good Foods Co. Add +48.8% 0.49% +0.12
KBR KBR Inc. Add +31.8% 0.55% +0.09
ADBE Adobe Inc. Add +24.5% 0.53% +0.00
CTSH Cognizant Tech Solutions-A Add +61.0% 0.51% −0.01
BLKB Blackbaud Inc. Add +30.9% 0.42% −0.02
DOX Amdocs Ltd. Add +25.1% 0.50% −0.04

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 90$433.7MECML, VEA, UL, DIS, AMRZ
Q1 2026 97$416.2MECML, DIS, SOLV, UL, WMG
Q4 2025 98$412.1MECML, DIS, HLN, AMRZ, SOLV
Q3 2025 99$437.7MECML, IQV, MDT, FISV, HLN
Q2 2025 97$445.7MECML, IQV, BAX, MDT, SNN
Q1 2025 94$472.3MECML, BAX, SNN, DNB, MDT
Q4 2024 92$517.4MECML, DNB, BAX, MDT, SNN
Q3 2024 90$537.3MECML, DNB, MDT, KVUE, SNN
Q2 2024 86$532.5MECML, DNB, PM, HLN, MDT
Q1 2024 88$607.1MECML, KVUE, DNB, PM, HLN