Clark Estates Inc.

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 6, 2025), Clark Estates Inc. reported 92 stock positions worth $517.4 million. Its top holding was Eucldean Fundmntl Val ETF Ec (ECML) at 20.4% of the portfolio, followed by Dun & Bradstreet (DNB, 5.4%) and Baxter International (BAX, 4.4%). Compared with Q3 2024, it opened 11 new positions, sold out of 9, added to 7 and reduced 56. The biggest buy was a new position in Baxter International (BAX) and the biggest sale Eucldean Fundmntl Val ETF Ec (ECML, shares −0%).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001056466
Portfolio Value
$517.4M (Q4 2024)
SEC Filing
0001085146-25-000861 ↗ filed Feb 6, 2025

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 $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 92 stocks · $517.4M
ECML Eucldean Fundmntl Val ETF Ec 20.36% 3,323,941 $105.4M Reduce -0.4%
DNB Dun & Bradstreet Holdings Inc. 5.37% 2,231,990 $27.8M Reduce -1.2%
BAX Baxter International Inc. 4.37% 775,000 $22.6M New
MDT Medtronic PLC 3.86% 250,000 $20.0M Reduce -9.1%
SNN Smith & Nephew PLC -Spon ADR 3.80% 800,000 $19.7M Add +16.8%
HLN Haleon PLC-ADR 3.69% 2,000,000 $19.1M No change
KVUE Kenvue Inc. 3.51% 850,000 $18.1M Reduce -10.5%
SONY Sony Group Corp. - SP ADR 2.86% 700,000 $14.8M Add +86.7%
UL Unilever PLC 2.58% 235,000 $13.3M No change
FISV Fiserv Inc. 2.20% 55,300 $11.4M Reduce -15.3%
DEO Diageo PLC-Sponsored ADR 2.10% 85,500 $10.9M New
BLCO Bausch + Lomb Corp. 2.09% 600,000 $10.8M Reduce -12.7%
PM Philip Morris International 1.98% 85,300 $10.3M No change
GEHC GE Healthcare Technology 1.74% 115,000 $9.0M No change
LHX L3HARRIS Technologies Inc. 1.73% 42,575 $9.0M Reduce -27.3%
GOOGL Alphabet Inc. Class A 1.52% 41,420 $7.8M Reduce -19.4%
DDD 3D Systems Corp. filed as 3-D SYS CORP DEL 0.90% 1,418,614 $4.7M No change
PDCO Patterson Cos Inc. 0.83% 139,140 $4.3M New
HSII Heidrick & Struggles Intl 0.80% 93,117 $4.1M Reduce -10.8%
CPRX Catalyst Pharmaceuticals Inc. 0.75% 185,743 $3.9M Reduce -10.8%
EVRI Everi Holdings Inc. 0.74% 282,963 $3.8M Reduce -10.8%
PRDO Perdoceo Education Corp. 0.73% 142,886 $3.8M Reduce -10.8%
MD Pediatrix Medical Group Inc. 0.72% 282,740 $3.7M Reduce -10.8%
BBWI Bath & Body Works Inc. 0.70% 93,652 $3.6M Reduce -10.8%
MO Altria Group Inc. 0.68% 67,060 $3.5M Reduce -10.8%
WLY Wiley (john) & Sons Class A 0.67% 79,113 $3.5M Reduce -10.8%
SSNC Ss&c Technologies Holdings 0.66% 45,399 $3.4M Reduce -10.8%
SWI Solarwinds Corp. 0.65% 236,315 $3.4M Reduce -10.8%
INCY Incyte Corp. 0.64% 48,298 $3.3M Reduce -10.8%
GILD Gilead Sciences Inc. 0.64% 35,930 $3.3M Reduce -10.8%
ZD Ziff Davis Inc. 0.62% 59,491 $3.2M Reduce -10.8%
INDV Indivior Ltd. 0.62% 257,400 $3.2M Add +1.3%
REZI Resideo Technologies Inc. 0.61% 136,397 $3.1M Reduce -10.8%
LNTH Lantheus Holdings Inc. 0.60% 34,874 $3.1M Reduce -10.8%
TAP Molson Coors Beverage Co. Class B 0.59% 53,515 $3.1M Reduce -10.8%
FTDR Frontdoor Inc. 0.59% 55,995 $3.1M Reduce -40.1%
TDC Teradata Corp. 0.59% 98,201 $3.1M Reduce -10.8%
VNT Vontier Corp. 0.59% 83,841 $3.1M New
EMBC Embecta Corp. 0.58% 145,384 $3.0M Reduce -10.8%
LEA Lear Corp. 0.58% 31,700 $3.0M New
HALO Halozyme Therapeutics Inc. 0.57% 62,000 $3.0M New
NXT Nextpower Inc. filed as NEXTRACKER INC 0.57% 81,000 $3.0M New
VTRS Viatris Inc. 0.57% 237,074 $3.0M Reduce -10.8%
TGNA Tegna Inc. 0.57% 160,859 $2.9M Reduce -10.8%
CROX Crocs Inc. 0.55% 26,200 $2.9M Add +16.4%
PVH PVH Corp. 0.55% 27,000 $2.9M New
HPQ HP Inc. 0.55% 87,498 $2.9M Reduce -10.8%
TRIP Tripadvisor Inc. 0.55% 193,173 $2.9M Reduce -10.8%
DOX Amdocs Ltd. 0.55% 33,269 $2.8M Reduce -10.8%
SNX TD Synnex Corp. 0.54% 23,904 $2.8M Reduce -10.8%
ARW Arrow Electronics Inc. 0.53% 24,260 $2.7M Reduce -10.8%
NXST Nexstar Media Group Inc. 0.53% 17,214 $2.7M Reduce -10.8%
OMC Omnicom Group 0.52% 31,529 $2.7M Reduce -10.8%
BMY Bristol-Myers Squibb Co. 0.52% 47,650 $2.7M Reduce -10.8%
XPOF Xponential Fitness Inc. Class A 0.52% 200,000 $2.7M New
NTCT Netscout Systems Inc. 0.51% 122,862 $2.7M Reduce -10.8%
MTCH Match Group Inc. 0.51% 81,076 $2.7M Reduce -10.8%
ALSN Allison Transmission Holding 0.51% 24,527 $2.7M Reduce -41.4%
CTSH Cognizant Tech Solutions-A 0.51% 34,161 $2.6M Reduce -10.8%
CI The Cigna Group 0.50% 9,365 $2.6M Reduce -10.8%
PREMIER INC-CLASS A 0.49% 120,543 $2.6M Reduce -10.8%
OSK Oshkosh Corp. 0.49% 26,800 $2.5M New
KHC The Kraft Heinz Co. 0.48% 81,700 $2.5M Reduce -10.8%
BIIB Biogen Inc. 0.48% 16,300 $2.5M Add +0.9%
AGCO Agco Corp. 0.46% 25,353 $2.4M Reduce -10.8%
BSM Black Stone Minerals LP 0.45% 160,368 $2.3M Reduce -10.8%
MAN Manpowergroup Inc. 0.45% 40,500 $2.3M Add +11.6%
HAL Halliburton Co. 0.45% 84,900 $2.3M Reduce -3.2%
HOG Harley-Davidson Inc. 0.44% 75,769 $2.3M Reduce -10.8%
CMCSA Comcast Corp. Class A 0.44% 60,740 $2.3M Reduce -10.8%
HELE Helen of Troy Ltd. 0.44% 37,700 $2.3M New
WU Western Union Co. 0.43% 211,453 $2.2M Reduce -10.8%
DXC DXC Technology Co. 0.43% 111,490 $2.2M Reduce -10.8%
WEX Wex Inc. 0.42% 12,264 $2.2M Reduce -10.8%
CVS CVS Health Corp. 0.39% 45,375 $2.0M Add +19.8%
STTK Shattuck Labs Inc. 0.35% 1,475,648 $1.8M No change
CNXC Concentrix Corp. 0.34% 40,270 $1.7M Reduce -10.8%
RGP Resources Connection Inc. 0.30% 184,495 $1.6M Reduce -10.8%
THRY Thryv Holdings Inc. 0.29% 102,794 $1.5M Reduce -10.8%
DH Definitive Healthcare Corp. 0.26% 331,127 $1.4M Reduce -10.8%
PG The Procter & Gamble Co. 0.19% 5,750 $964K No change
AAPL Apple Inc. 0.15% 3,111 $779K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.13% 3,055 $672K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.12% 1,054 $618K No change
JNJ Johnson & Johnson 0.11% 4,105 $594K No change
AMZN Amazon.com Inc. 0.10% 2,440 $535K No change
MSFT Microsoft Corp. 0.07% 853 $360K No change
VB Vanguard Most SM-Cap ETF-Usd 0.06% 1,350 $324K No change
XOM Exxon Mobil Corp. 0.05% 2,224 $239K No change
NOW ServiceNow Inc. 0.05% 225 $239K No change
CB Chubb Ltd. 0.04% 800 $221K No change
CPNG Coupang Inc. 0.04% 9,287 $204K No change

Portfolio Sells Q3 2024 → Q4 2024
ECML Eucldean Fundmntl Val ETF Ec Reduce -0.4% 20.36% −0.89
LHX L3HARRIS Technologies Inc. Reduce -27.3% 1.73% −0.86
UTHR United Therapeutics Corp. Sold out 0.00% −0.81
MDT Medtronic PLC Reduce -9.1% 3.86% −0.75
IDCC Interdigital Inc. Sold out 0.00% −0.73
GTES Gates Industrial Corp. UK Ltd. Sold out 0.00% −0.72
AYI Acuity Inc. Sold out 0.00% −0.71
EXPE Expedia Group Inc. Sold out 0.00% −0.71
VGR Vector Group Ltd. Sold out 0.00% −0.70
CSCO Cisco Systems Inc. Sold out 0.00% −0.60
KVUE Kenvue Inc. Reduce -10.5% 3.51% −0.58
SWKS Skyworks Solutions Inc. Sold out 0.00% −0.56
TPR Tapestry Inc. Sold out 0.00% −0.56
BLCO Bausch + Lomb Corp. Reduce -12.7% 2.09% −0.37
FTDR Frontdoor Inc. Reduce -40.1% 0.59% −0.24
ALSN Allison Transmission Holding Reduce -41.4% 0.51% −0.24
LNTH Lantheus Holdings Inc. Reduce -10.8% 0.60% −0.20
CI The Cigna Group Reduce -10.8% 0.50% −0.18
HOG Harley-Davidson Inc. Reduce -10.8% 0.44% −0.17
OMC Omnicom Group Reduce -10.8% 0.52% −0.16
ARW Arrow Electronics Inc. Reduce -10.8% 0.53% −0.14
WLY Wiley (john) & Sons Class A Reduce -10.8% 0.67% −0.13
MTCH Match Group Inc. Reduce -10.8% 0.51% −0.13
WEX Wex Inc. Reduce -10.8% 0.42% −0.12
KHC The Kraft Heinz Co. Reduce -10.8% 0.48% −0.11
HPQ HP Inc. Reduce -10.8% 0.55% −0.10
CNXC Concentrix Corp. Reduce -10.8% 0.34% −0.09
WU Western Union Co. Reduce -10.8% 0.43% −0.09
CMCSA Comcast Corp. Class A Reduce -10.8% 0.44% −0.09
THRY Thryv Holdings Inc. Reduce -10.8% 0.29% −0.08
GOOGL Alphabet Inc. Class A Reduce -19.4% 1.52% −0.07
RGP Resources Connection Inc. Reduce -10.8% 0.30% −0.07
NXST Nexstar Media Group Inc. Reduce -10.8% 0.53% −0.07
DOX Amdocs Ltd. Reduce -10.8% 0.55% −0.06
AGCO Agco Corp. Reduce -10.8% 0.46% −0.06
SNX TD Synnex Corp. Reduce -10.8% 0.54% −0.06
BSM Black Stone Minerals LP Reduce -10.8% 0.45% −0.05
DXC DXC Technology Co. Reduce -10.8% 0.43% −0.05
TAP Molson Coors Beverage Co. Class B Reduce -10.8% 0.59% −0.05
DH Definitive Healthcare Corp. Reduce -10.8% 0.26% −0.05
NTCT Netscout Systems Inc. Reduce -10.8% 0.51% −0.04
CTSH Cognizant Tech Solutions-A Reduce -10.8% 0.51% −0.04
SSNC Ss&c Technologies Holdings Reduce -10.8% 0.66% −0.04
EVRI Everi Holdings Inc. Reduce -10.8% 0.74% −0.04
MO Altria Group Inc. Reduce -10.8% 0.68% −0.04
TRIP Tripadvisor Inc. Reduce -10.8% 0.55% −0.03
TDC Teradata Corp. Reduce -10.8% 0.59% −0.03
HAL Halliburton Co. Reduce -3.2% 0.45% −0.03
INCY Incyte Corp. Reduce -10.8% 0.64% −0.02
CPRX Catalyst Pharmaceuticals Inc. Reduce -10.8% 0.75% −0.02

Portfolio Buys Q3 2024 → Q4 2024
BAX Baxter International Inc. New 4.37% +4.37
DEO Diageo PLC-Sponsored ADR New 2.10% +2.10
SONY Sony Group Corp. - SP ADR Add +86.7% 2.86% +1.51
PDCO Patterson Cos Inc. New 0.83% +0.83
VNT Vontier Corp. New 0.59% +0.59
LEA Lear Corp. New 0.58% +0.58
HALO Halozyme Therapeutics Inc. New 0.57% +0.57
NXT Nextpower Inc. New 0.57% +0.57
PVH PVH Corp. New 0.55% +0.55
XPOF Xponential Fitness Inc. Class A New 0.52% +0.52
OSK Oshkosh Corp. New 0.49% +0.49
HELE Helen of Troy Ltd. New 0.44% +0.44
INDV Indivior Ltd. Add +1.3% 0.62% +0.16
MAN Manpowergroup Inc. Add +11.6% 0.45% −0.04
CVS CVS Health Corp. Add +19.8% 0.39% −0.05
CROX Crocs Inc. Add +16.4% 0.55% −0.05
BIIB Biogen Inc. Add +0.9% 0.48% −0.10
SNN Smith & Nephew PLC -Spon ADR Add +16.8% 3.80% −0.17

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