Clark Estates Inc.

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 13, 2024), Clark Estates Inc. reported 90 stock positions worth $537.3 million. Its top holding was Eucldean Fundmntl Val ETF Ec (ECML) at 21.3% of the portfolio, followed by Dun & Bradstreet (DNB, 4.8%) and Medtronic (MDT, 4.6%). Compared with Q2 2024, it opened 8 new positions, sold out of 4, added to 4 and reduced 65. The biggest buy was a new position in Sony Group Corp. - SP ADR (SONY) and the biggest sale Philip Morris International (PM, shares −62%).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001056466
Portfolio Value
$537.3M (Q3 2024)
SEC Filing
0001085146-24-005626 ↗ filed Nov 13, 2024

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 $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 Q2 2026

Holdings 90 stocks · $537.3M
ECML Eucldean Fundmntl Val ETF Ec 21.26% 3,338,666 $114.2M Reduce -0.6%
DNB Dun & Bradstreet Holdings Inc. 4.84% 2,260,100 $26.0M Reduce -12.4%
MDT Medtronic PLC 4.61% 275,000 $24.8M No change
KVUE Kenvue Inc. 4.09% 950,000 $22.0M Reduce -5.0%
SNN Smith & Nephew PLC -Spon ADR 3.97% 685,000 $21.3M Reduce -8.7%
HLN Haleon PLC-ADR 3.94% 2,000,000 $21.2M Reduce -24.5%
UL Unilever PLC 2.84% 235,000 $15.3M Reduce -37.3%
LHX L3HARRIS Technologies Inc. 2.59% 58,575 $13.9M Reduce -26.9%
BLCO Bausch + Lomb Corp. 2.47% 687,500 $13.3M Reduce -4.3%
FISV Fiserv Inc. 2.18% 65,300 $11.7M Reduce -34.9%
GEHC GE Healthcare Technology 2.01% 115,000 $10.8M Reduce -39.5%
PM Philip Morris International 1.93% 85,300 $10.4M Reduce -62.1%
GOOGL Alphabet Inc. Class A 1.59% 51,420 $8.5M Reduce -16.3%
SONY Sony Group Corp. - SP ADR 1.35% 75,000 $7.2M New
STTK Shattuck Labs Inc. 0.96% 1,475,648 $5.2M No change
FTDR Frontdoor Inc. 0.84% 93,500 $4.5M Reduce -7.5%
UTHR United Therapeutics Corp. 0.81% 12,200 $4.4M Reduce -7.6%
LNTH Lantheus Holdings Inc. 0.80% 39,100 $4.3M Reduce -17.3%
WLY Wiley (john) & Sons Class A 0.80% 88,700 $4.3M Reduce -7.4%
EVRI Everi Holdings Inc. 0.78% 317,250 $4.2M Reduce -16.9%
CPRX Catalyst Pharmaceuticals Inc. 0.77% 208,250 $4.1M Reduce -7.4%
HSII Heidrick & Struggles Intl 0.76% 104,400 $4.1M Reduce -7.5%
DDD 3D Systems Corp. filed as 3-D SYS CORP DEL 0.75% 1,418,614 $4.0M No change
ALSN Allison Transmission Holding 0.75% 41,850 $4.0M Reduce -7.5%
IDCC Interdigital Inc. 0.73% 27,750 $3.9M Reduce -7.5%
GTES Gates Industrial Corp. UK Ltd. 0.72% 219,600 $3.9M Reduce -7.4%
AYI Acuity Inc. 0.71% 13,950 $3.8M Reduce -7.6%
MO Altria Group Inc. 0.71% 75,150 $3.8M Reduce -7.4%
EXPE Expedia Group Inc. 0.71% 25,650 $3.8M Reduce -7.6%
SSNC Ss&c Technologies Holdings 0.70% 50,900 $3.8M Reduce -7.5%
VGR Vector Group Ltd. 0.70% 253,100 $3.8M Reduce -7.4%
MD Pediatrix Medical Group Inc. 0.68% 317,000 $3.7M Reduce -7.5%
OMC Omnicom Group 0.68% 35,350 $3.7M Reduce -7.6%
CI The Cigna Group 0.68% 10,500 $3.6M Reduce -7.9%
ARW Arrow Electronics Inc. 0.67% 27,200 $3.6M Reduce -7.5%
INCY Incyte Corp. 0.67% 54,150 $3.6M Reduce -7.5%
PRDO Perdoceo Education Corp. 0.66% 160,200 $3.6M Reduce -7.5%
HPQ HP Inc. 0.65% 98,100 $3.5M Reduce -7.5%
SWI Solarwinds Corp. 0.64% 264,950 $3.5M Reduce -7.4%
TAP Molson Coors Beverage Co. Class B 0.64% 60,000 $3.5M Add +18.1%
MTCH Match Group Inc. 0.64% 90,900 $3.4M Reduce -7.4%
GILD Gilead Sciences Inc. 0.63% 40,275 $3.4M Reduce -7.6%
BBWI Bath & Body Works Inc. 0.62% 105,000 $3.4M New
TDC Teradata Corp. 0.62% 110,100 $3.3M New
HOG Harley-Davidson Inc. 0.61% 84,950 $3.3M Reduce -7.4%
DOX Amdocs Ltd. 0.61% 37,300 $3.3M Reduce -7.4%
CROX Crocs Inc. 0.61% 22,500 $3.3M Reduce -7.4%
ZD Ziff Davis Inc. 0.60% 66,700 $3.2M Add +35.1%
SNX TD Synnex Corp. 0.60% 26,800 $3.2M Reduce -7.6%
KHC The Kraft Heinz Co. 0.60% 91,600 $3.2M Reduce -7.5%
CSCO Cisco Systems Inc. 0.60% 60,150 $3.2M Reduce -7.5%
NXST Nexstar Media Group Inc. 0.59% 19,300 $3.2M Reduce -7.7%
TRIP Tripadvisor Inc. 0.58% 216,580 $3.1M New
BIIB Biogen Inc. 0.58% 16,150 $3.1M New
VTRS Viatris Inc. 0.57% 265,800 $3.1M Reduce -7.4%
REZI Resideo Technologies Inc. 0.57% 152,925 $3.1M Reduce -7.4%
SWKS Skyworks Solutions Inc. 0.56% 30,625 $3.0M Reduce -7.5%
NTCT Netscout Systems Inc. 0.56% 137,750 $3.0M Reduce -7.5%
TPR Tapestry Inc. 0.56% 63,700 $3.0M Reduce -7.5%
CTSH Cognizant Tech Solutions-A 0.55% 38,300 $3.0M Reduce -7.5%
WEX Wex Inc. 0.54% 13,750 $2.9M Reduce -7.4%
TGNA Tegna Inc. 0.53% 180,350 $2.8M Reduce -7.4%
CMCSA Comcast Corp. Class A 0.53% 68,100 $2.8M Reduce -7.4%
WU Western Union Co. 0.53% 237,075 $2.8M Reduce -7.4%
AGCO Agco Corp. 0.52% 28,425 $2.8M Reduce -7.5%
BMY Bristol-Myers Squibb Co. 0.51% 53,400 $2.8M Reduce -7.5%
BSM Black Stone Minerals LP 0.51% 179,800 $2.7M Reduce -7.4%
PREMIER INC-CLASS A 0.50% 135,150 $2.7M Reduce -7.5%
MAN Manpowergroup Inc. 0.50% 36,300 $2.7M Reduce -7.5%
DXC DXC Technology Co. 0.48% 125,000 $2.6M Reduce -7.4%
HAL Halliburton Co. 0.47% 87,700 $2.5M Reduce -7.4%
INDV Indivior Ltd. 0.46% 254,100 $2.5M New
CVS CVS Health Corp. 0.44% 37,875 $2.4M Reduce -9.1%
CNXC Concentrix Corp. 0.43% 45,150 $2.3M Add +2.0%
EMBC Embecta Corp. 0.43% 163,000 $2.3M Reduce -7.4%
RGP Resources Connection Inc. 0.37% 206,850 $2.0M Reduce -7.4%
THRY Thryv Holdings Inc. 0.37% 115,250 $2.0M Add +1.9%
DH Definitive Healthcare Corp. 0.31% 371,250 $1.7M Reduce -7.4%
PG The Procter & Gamble Co. 0.19% 5,750 $996K No change
AAPL Apple Inc. 0.13% 3,111 $725K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.13% 3,055 $675K No change
JNJ Johnson & Johnson 0.12% 4,105 $665K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.11% 1,054 $605K No change
AMZN Amazon.com Inc. 0.08% 2,440 $455K No change
MSFT Microsoft Corp. 0.07% 853 $367K No change
VB Vanguard Most SM-Cap ETF-Usd 0.06% 1,350 $320K No change
XOM Exxon Mobil Corp. 0.05% 2,224 $261K No change
CB Chubb Ltd. 0.04% 800 $231K No change
CPNG Coupang Inc. 0.04% 9,287 $228K New
NOW ServiceNow Inc. 0.04% 225 $201K New

Portfolio Sells Q2 2024 → Q3 2024
PM Philip Morris International Reduce -62.1% 1.93% −2.36
UL Unilever PLC Reduce -37.3% 2.84% −1.03
LHX L3HARRIS Technologies Inc. Reduce -26.9% 2.59% −0.78
CVSA Covista Inc. Sold out 0.00% −0.77
GEHC GE Healthcare Technology Reduce -39.5% 2.01% −0.77
EBAY eBay Inc. Sold out 0.00% −0.73
ABM Abm Industries Inc. Sold out 0.00% −0.73
FISV Fiserv Inc. Reduce -34.9% 2.18% −0.62
AMWD American Woodmark Corp. Sold out 0.00% −0.57
GOOGL Alphabet Inc. Class A Reduce -16.3% 1.59% −0.51
HLN Haleon PLC-ADR Reduce -24.5% 3.94% −0.17
HAL Halliburton Co. Reduce -7.4% 0.47% −0.13
DH Definitive Healthcare Corp. Reduce -7.4% 0.31% −0.10
SWKS Skyworks Solutions Inc. Reduce -7.5% 0.56% −0.10
RGP Resources Connection Inc. Reduce -7.4% 0.37% −0.09
BSM Black Stone Minerals LP Reduce -7.4% 0.51% −0.07
WU Western Union Co. Reduce -7.4% 0.53% −0.06
CROX Crocs Inc. Reduce -7.4% 0.61% −0.06
NXST Nexstar Media Group Inc. Reduce -7.7% 0.59% −0.06
AGCO Agco Corp. Reduce -7.5% 0.52% −0.05
HPQ HP Inc. Reduce -7.5% 0.65% −0.04
REZI Resideo Technologies Inc. Reduce -7.4% 0.57% −0.03
PRDO Perdoceo Education Corp. Reduce -7.5% 0.66% −0.03
CI The Cigna Group Reduce -7.9% 0.68% −0.03
SNX TD Synnex Corp. Reduce -7.6% 0.60% −0.03
CVS CVS Health Corp. Reduce -9.1% 0.44% −0.02
MAN Manpowergroup Inc. Reduce -7.5% 0.50% −0.02
CMCSA Comcast Corp. Class A Reduce -7.4% 0.53% −0.01
PREMIER INC-CLASS A Reduce -7.5% 0.50% −0.01
SWI Solarwinds Corp. Reduce -7.4% 0.64% −0.00
DXC DXC Technology Co. Reduce -7.4% 0.48% −0.00
KHC The Kraft Heinz Co. Reduce -7.5% 0.60% −0.00
INCY Incyte Corp. Reduce -7.5% 0.67% −0.00
VTRS Viatris Inc. Reduce -7.4% 0.57% +0.00
TPR Tapestry Inc. Reduce -7.5% 0.56% +0.00
ARW Arrow Electronics Inc. Reduce -7.5% 0.67% +0.01
DOX Amdocs Ltd. Reduce -7.4% 0.61% +0.01
GTES Gates Industrial Corp. UK Ltd. Reduce -7.4% 0.72% +0.01
EMBC Embecta Corp. Reduce -7.4% 0.43% +0.01
CSCO Cisco Systems Inc. Reduce -7.5% 0.60% +0.02
TGNA Tegna Inc. Reduce -7.4% 0.53% +0.02
MO Altria Group Inc. Reduce -7.4% 0.71% +0.02
CTSH Cognizant Tech Solutions-A Reduce -7.5% 0.55% +0.02
UTHR United Therapeutics Corp. Reduce -7.6% 0.81% +0.02
AYI Acuity Inc. Reduce -7.6% 0.71% +0.03
HOG Harley-Davidson Inc. Reduce -7.4% 0.61% +0.03
OMC Omnicom Group Reduce -7.6% 0.68% +0.04
WEX Wex Inc. Reduce -7.4% 0.54% +0.04
NTCT Netscout Systems Inc. Reduce -7.5% 0.56% +0.05
EXPE Expedia Group Inc. Reduce -7.6% 0.71% +0.05

Portfolio Buys Q2 2024 → Q3 2024
SONY Sony Group Corp. - SP ADR New 1.35% +1.35
BBWI Bath & Body Works Inc. New 0.62% +0.62
TDC Teradata Corp. New 0.62% +0.62
TRIP Tripadvisor Inc. New 0.58% +0.58
BIIB Biogen Inc. New 0.58% +0.58
INDV Indivior Ltd. New 0.46% +0.46
TAP Molson Coors Beverage Co. Class B Add +18.1% 0.64% +0.16
ZD Ziff Davis Inc. Add +35.1% 0.60% +0.09
CPNG Coupang Inc. New 0.04% +0.04
NOW ServiceNow Inc. New 0.04% +0.04
THRY Thryv Holdings Inc. Add +1.9% 0.37% −0.01
CNXC Concentrix Corp. Add +2.0% 0.43% −0.10

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