Clark Estates Inc.

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 8, 2025), Clark Estates Inc. reported 94 stock positions worth $472.3 million. Its top holding was Eucldean Fundmntl Val ETF Ec (ECML) at 20.4% of the portfolio, followed by Baxter International (BAX, 5.4%) and Smith & Nephew PLC -Spon ADR (SNN, 5.1%). Compared with Q4 2024, it opened 12 new positions, sold out of 10, added to 5 and reduced 59. The biggest buy was a new position in Iqvia (IQV) and the biggest sale an exit from L3HARRIS Technologies (LHX).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001056466
Portfolio Value
$472.3M (Q1 2025)
SEC Filing
0001085146-25-002749 ↗ filed May 8, 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 Q4 2024 Q1 2025: $472.3M $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 94 stocks · $472.3M
ECML Eucldean Fundmntl Val ETF Ec 20.45% 3,151,696 $96.6M Reduce -5.2%
BAX Baxter International Inc. 5.44% 750,000 $25.7M Reduce -3.2%
SNN Smith & Nephew PLC -Spon ADR 5.11% 850,000 $24.1M Add +6.3%
DNB Dun & Bradstreet Holdings Inc. 5.05% 2,667,886 $23.9M Add +19.5%
MDT Medtronic PLC 4.76% 250,000 $22.5M No change
HLN Haleon PLC-ADR 4.36% 2,000,000 $20.6M No change
KVUE Kenvue Inc. 4.32% 850,000 $20.4M No change
DEO Diageo PLC-Sponsored ADR 4.10% 185,000 $19.4M Add +116.4%
IQV Iqvia Holdings Inc. 3.55% 95,200 $16.8M New
SONY Sony Group Corp. - SP ADR 3.23% 600,000 $15.2M Reduce -14.3%
UL Unilever PLC 2.96% 235,000 $14.0M No change
BLCO Bausch + Lomb Corp. 1.91% 622,000 $9.0M Add +3.7%
PM Philip Morris International 1.69% 50,300 $8.0M Reduce -41.0%
AVNS Avanos Medical Inc. 1.50% 493,880 $7.1M New
GOOGL Alphabet Inc. Class A 1.36% 41,420 $6.4M No change
FISV Fiserv Inc. 1.18% 25,300 $5.6M Reduce -54.3%
CPRX Catalyst Pharmaceuticals Inc. 0.69% 134,418 $3.3M Reduce -27.6%
DDD 3D Systems Corp. filed as 3-D SYS CORP DEL 0.64% 1,418,614 $3.0M No change
MD Pediatrix Medical Group Inc. 0.63% 204,613 $3.0M Reduce -27.6%
MO Altria Group Inc. 0.62% 48,613 $2.9M Reduce -27.5%
GILD Gilead Sciences Inc. 0.62% 26,022 $2.9M Reduce -27.6%
HSII Heidrick & Struggles Intl 0.61% 67,387 $2.9M Reduce -27.6%
HALO Halozyme Therapeutics Inc. 0.61% 44,868 $2.9M Reduce -27.6%
PRDO Perdoceo Education Corp. 0.55% 103,403 $2.6M Reduce -27.6%
WLY Wiley (john) & Sons Class A 0.54% 57,252 $2.6M Reduce -27.6%
SJM The JM Smucker Co. filed as SMUCKER J M CO 0.53% 20,987 $2.5M New
NXT Nextpower Inc. filed as NEXTRACKER INC 0.52% 58,618 $2.5M Reduce -27.6%
LNTH Lantheus Holdings Inc. 0.52% 25,237 $2.5M Reduce -27.6%
GEHC GE Healthcare Technology 0.51% 30,000 $2.4M Reduce -73.9%
TAP Molson Coors Beverage Co. Class B 0.50% 38,728 $2.4M Reduce -27.6%
NXST Nexstar Media Group Inc. 0.47% 12,457 $2.2M Reduce -27.6%
CI The Cigna Group 0.47% 6,777 $2.2M Reduce -27.6%
CVS CVS Health Corp. 0.47% 32,885 $2.2M Reduce -27.5%
DOX Amdocs Ltd. 0.47% 24,076 $2.2M Reduce -27.6%
TGNA Tegna Inc. 0.45% 116,410 $2.1M Reduce -27.6%
INCY Incyte Corp. 0.45% 34,952 $2.1M Reduce -27.6%
BMY Bristol-Myers Squibb Co. 0.45% 34,538 $2.1M Reduce -27.5%
OMC Omnicom Group 0.44% 25,200 $2.1M Reduce -20.1%
WEX Wex Inc. 0.44% 13,300 $2.1M Add +8.4%
TFX Teleflex Inc. 0.44% 15,000 $2.1M New
PFE Pfizer Inc. 0.44% 81,550 $2.1M New
BBWI Bath & Body Works Inc. 0.44% 67,774 $2.1M Reduce -27.6%
LEA Lear Corp. 0.43% 22,941 $2.0M Reduce -27.6%
MTCH Match Group Inc. 0.43% 64,800 $2.0M Reduce -20.1%
CROX Crocs Inc. 0.43% 18,960 $2.0M Reduce -27.6%
VNT Vontier Corp. 0.42% 60,674 $2.0M Reduce -27.6%
HRMY Harmony Biosciences Holdings 0.42% 60,000 $2.0M New
TRIP Tripadvisor Inc. 0.42% 139,795 $2.0M Reduce -27.6%
YETI Yeti Holdings Inc. filed as YETI HLDGS INC 0.41% 59,200 $2.0M New
LEN Lennar Corp. Class A 0.41% 17,000 $2.0M New
REZI Resideo Technologies Inc. 0.41% 109,100 $1.9M Reduce -20.0%
CTSH Cognizant Tech Solutions-A 0.40% 24,721 $1.9M Reduce -27.6%
TDC Teradata Corp. 0.40% 83,600 $1.9M Reduce -14.9%
NTCT Netscout Systems Inc. 0.40% 88,912 $1.9M Reduce -27.6%
MMS Maximus Inc. 0.39% 27,138 $1.9M New
UPBD Upbound Group Inc. 0.39% 77,000 $1.8M New
HELE Helen of Troy Ltd. 0.39% 34,200 $1.8M Reduce -9.3%
OSK Oshkosh Corp. 0.39% 19,395 $1.8M Reduce -27.6%
KHC The Kraft Heinz Co. 0.38% 59,124 $1.8M Reduce -27.6%
SNX TD Synnex Corp. 0.38% 17,299 $1.8M Reduce -27.6%
INDV Indivior Ltd. 0.38% 186,275 $1.8M Reduce -27.6%
HPQ HP Inc. 0.37% 63,320 $1.8M Reduce -27.6%
ALSN Allison Transmission Holding 0.36% 17,750 $1.7M Reduce -27.6%
MAN Manpowergroup Inc. 0.36% 29,309 $1.7M Reduce -27.6%
PREMIER INC-CLASS A 0.36% 87,234 $1.7M Reduce -27.6%
CMCSA Comcast Corp. Class A 0.34% 43,956 $1.6M Reduce -27.6%
CNXC Concentrix Corp. 0.34% 29,142 $1.6M Reduce -27.6%
WU Western Union Co. 0.34% 153,024 $1.6M Reduce -27.6%
ZD Ziff Davis Inc. 0.34% 43,052 $1.6M Reduce -27.6%
BIIB Biogen Inc. 0.34% 11,796 $1.6M Reduce -27.6%
HAL Halliburton Co. 0.33% 61,440 $1.6M Reduce -27.6%
FTDR Frontdoor Inc. 0.33% 40,522 $1.6M Reduce -27.6%
VTRS Viatris Inc. 0.32% 171,566 $1.5M Reduce -27.6%
STTK Shattuck Labs Inc. 0.30% 1,475,648 $1.4M No change
HOG Harley-Davidson Inc. 0.29% 54,832 $1.4M Reduce -27.6%
DXC DXC Technology Co. 0.29% 80,683 $1.4M Reduce -27.6%
EMBC Embecta Corp. 0.28% 105,211 $1.3M Reduce -27.6%
SWKS Skyworks Solutions Inc. 0.28% 20,200 $1.3M New
PVH PVH Corp. 0.27% 19,539 $1.3M Reduce -27.6%
BWA Borgwarner Inc. 0.26% 43,000 $1.2M New
XPOF Xponential Fitness Inc. Class A 0.26% 144,736 $1.2M Reduce -27.6%
PG The Procter & Gamble Co. 0.21% 5,750 $980K No change
THRY Thryv Holdings Inc. 0.20% 74,390 $953K Reduce -27.6%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.16% 3,055 $760K No change
DH Definitive Healthcare Corp. 0.15% 239,630 $693K Reduce -27.6%
AAPL Apple Inc. 0.15% 3,111 $691K No change
JNJ Johnson & Johnson 0.14% 4,105 $681K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.12% 1,054 $590K No change
AMZN Amazon.com Inc. 0.10% 2,440 $464K No change
MSFT Microsoft Corp. 0.07% 853 $320K No change
VB Vanguard Most SM-Cap ETF-Usd 0.06% 1,350 $299K No change
XOM Exxon Mobil Corp. 0.06% 2,224 $265K No change
CB Chubb Ltd. 0.05% 800 $242K No change
CPNG Coupang Inc. 0.04% 9,287 $204K No change

Portfolio Sells Q4 2024 → Q1 2025
LHX L3HARRIS Technologies Inc. Sold out 0.00% −1.73
GEHC GE Healthcare Technology Reduce -73.9% 0.51% −1.22
FISV Fiserv Inc. Reduce -54.3% 1.18% −1.01
PDCO Patterson Cos Inc. Sold out 0.00% −0.83
EVRI Everi Holdings Inc. Sold out 0.00% −0.74
SSNC Ss&c Technologies Holdings Sold out 0.00% −0.66
SWI Solarwinds Corp. Sold out 0.00% −0.65
ARW Arrow Electronics Inc. Sold out 0.00% −0.53
AGCO Agco Corp. Sold out 0.00% −0.46
BSM Black Stone Minerals LP Sold out 0.00% −0.45
RGP Resources Connection Inc. Sold out 0.00% −0.30
EMBC Embecta Corp. Reduce -27.6% 0.28% −0.30
PM Philip Morris International Reduce -41.0% 1.69% −0.29
PVH PVH Corp. Reduce -27.6% 0.27% −0.28
ZD Ziff Davis Inc. Reduce -27.6% 0.34% −0.28
BBWI Bath & Body Works Inc. Reduce -27.6% 0.44% −0.27
XPOF Xponential Fitness Inc. Class A Reduce -27.6% 0.26% −0.26
FTDR Frontdoor Inc. Reduce -27.6% 0.33% −0.26
VTRS Viatris Inc. Reduce -27.6% 0.32% −0.25
INDV Indivior Ltd. Reduce -27.6% 0.38% −0.24
REZI Resideo Technologies Inc. Reduce -20.0% 0.41% −0.20
INCY Incyte Corp. Reduce -27.6% 0.45% −0.20
TDC Teradata Corp. Reduce -14.9% 0.40% −0.19
HSII Heidrick & Struggles Intl Reduce -27.6% 0.61% −0.19
HPQ HP Inc. Reduce -27.6% 0.37% −0.18
PRDO Perdoceo Education Corp. Reduce -27.6% 0.55% −0.18
VNT Vontier Corp. Reduce -27.6% 0.42% −0.17
SNX TD Synnex Corp. Reduce -27.6% 0.38% −0.16
ALSN Allison Transmission Holding Reduce -27.6% 0.36% −0.15
LEA Lear Corp. Reduce -27.6% 0.43% −0.15
HOG Harley-Davidson Inc. Reduce -27.6% 0.29% −0.15
BIIB Biogen Inc. Reduce -27.6% 0.34% −0.14
DXC DXC Technology Co. Reduce -27.6% 0.29% −0.14
PREMIER INC-CLASS A Reduce -27.6% 0.36% −0.14
TRIP Tripadvisor Inc. Reduce -27.6% 0.42% −0.13
CROX Crocs Inc. Reduce -27.6% 0.43% −0.13
WLY Wiley (john) & Sons Class A Reduce -27.6% 0.54% −0.13
TGNA Tegna Inc. Reduce -27.6% 0.45% −0.12
NTCT Netscout Systems Inc. Reduce -27.6% 0.40% −0.12
DH Definitive Healthcare Corp. Reduce -27.6% 0.15% −0.12
HAL Halliburton Co. Reduce -27.6% 0.33% −0.12
CTSH Cognizant Tech Solutions-A Reduce -27.6% 0.40% −0.11
OSK Oshkosh Corp. Reduce -27.6% 0.39% −0.11
KHC The Kraft Heinz Co. Reduce -27.6% 0.38% −0.10
CMCSA Comcast Corp. Class A Reduce -27.6% 0.34% −0.10
TAP Molson Coors Beverage Co. Class B Reduce -27.6% 0.50% −0.09
MAN Manpowergroup Inc. Reduce -27.6% 0.36% −0.09
THRY Thryv Holdings Inc. Reduce -27.6% 0.20% −0.09
WU Western Union Co. Reduce -27.6% 0.34% −0.09
MD Pediatrix Medical Group Inc. Reduce -27.6% 0.63% −0.09

Portfolio Buys Q4 2024 → Q1 2025
IQV Iqvia Holdings Inc. New 3.55% +3.55
DEO Diageo PLC-Sponsored ADR Add +116.4% 4.10% +2.00
AVNS Avanos Medical Inc. New 1.50% +1.50
SNN Smith & Nephew PLC -Spon ADR Add +6.3% 5.11% +1.31
SJM The JM Smucker Co. New 0.53% +0.53
TFX Teleflex Inc. New 0.44% +0.44
PFE Pfizer Inc. New 0.44% +0.44
HRMY Harmony Biosciences Holdings New 0.42% +0.42
YETI Yeti Holdings Inc. New 0.41% +0.41
LEN Lennar Corp. Class A New 0.41% +0.41
MMS Maximus Inc. New 0.39% +0.39
UPBD Upbound Group Inc. New 0.39% +0.39
SWKS Skyworks Solutions Inc. New 0.28% +0.28
BWA Borgwarner Inc. New 0.26% +0.26
WEX Wex Inc. Add +8.4% 0.44% +0.03
BLCO Bausch + Lomb Corp. Add +3.7% 1.91% −0.18
DNB Dun & Bradstreet Holdings Inc. Add +19.5% 5.05% −0.32

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