Clark Estates Inc.

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 10, 2025), Clark Estates Inc. reported 99 stock positions worth $437.7 million. Its top holding was Eucldean Fundmntl Val ETF Ec (ECML) at 17.6% of the portfolio, followed by Iqvia (IQV, 5.0%) and Medtronic (MDT, 4.9%). Compared with Q2 2025, it opened 11 new positions, sold out of 9, added to 21 and reduced 10. The biggest buy was a new position in Amrize (AMRZ) and the biggest sale Baxter International (BAX, shares −75%).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001056466
Portfolio Value
$437.7M (Q3 2025)
SEC Filing
0001056466-25-000004 ↗ filed Nov 10, 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 Q1 2025 Q2 2025: $445.7M Q2 2025 Q3 2025: $437.7M $437.7M Q3 2025 Q4 2025: $412.1M Q4 2025 Q1 2026: $416.2M Q1 2026 Q2 2026: $433.7M Q2 2026

Holdings 99 stocks · $437.7M
ECML Eucldean Fundmntl Val ETF Ec 17.57% 2,311,375 $76.9M Reduce -25.1%
IQV Iqvia Holdings Inc. 5.00% 115,200 $21.9M Reduce -25.8%
MDT Medtronic PLC 4.90% 225,000 $21.4M Reduce -10.0%
FISV Fiserv Inc. 4.43% 150,300 $19.4M Add +113.8%
HLN Haleon PLC-ADR 3.69% 1,800,000 $16.1M No change
AMRZ Amrize Ltd. 3.33% 300,000 $14.6M New
DIS The Walt Disney Co. filed as DISNEY WALT CO 3.27% 125,000 $14.3M No change
BLCO Bausch + Lomb Corp. 2.96% 860,000 $13.0M Add +1.2%
SNN Smith & Nephew PLC -Spon ADR 2.69% 325,000 $11.8M Reduce -51.9%
SOLV Solventum Corp. 2.59% 155,000 $11.3M New
DEO Diageo PLC-Sponsored ADR 2.51% 115,000 $11.0M Reduce -20.7%
UL Unilever PLC 2.44% 180,000 $10.7M No change
PRKS United Parks & Resorts Inc. 2.42% 205,000 $10.6M Add +57.7%
AVNS Avanos Medical Inc. 2.07% 783,880 $9.1M Add +58.7%
RTO Rentokil Initial PLC-SP ADR 1.90% 330,000 $8.3M New
SONY Sony Group Corp. - SP ADR 1.64% 250,000 $7.2M Reduce -37.5%
BAX Baxter International Inc. 1.04% 200,000 $4.6M Reduce -75.2%
DDD 3D Systems Corp. filed as 3-D SYS CORP DEL 0.94% 1,418,614 $4.1M No change
REZI Resideo Technologies Inc. 0.93% 94,100 $4.1M Reduce -13.8%
INDV Indivior Ltd. 0.85% 153,600 $3.7M Reduce -24.6%
STTK Shattuck Labs Inc. 0.81% 1,475,648 $3.5M No change
HSII Heidrick & Struggles Intl 0.77% 67,387 $3.4M No change
HALO Halozyme Therapeutics Inc. 0.75% 44,868 $3.3M No change
MO Altria Group Inc. 0.73% 48,613 $3.2M No change
INCY Incyte Corp. 0.68% 34,952 $3.0M No change
GILD Gilead Sciences Inc. 0.66% 26,022 $2.9M No change
MD Pediatrix Medical Group Inc. 0.66% 171,313 $2.9M No change
SNX TD Synnex Corp. 0.65% 17,299 $2.8M No change
UTHR United Therapeutics Corp. 0.64% 6,730 $2.8M Add +10.3%
VNT Vontier Corp. 0.58% 60,674 $2.5M No change
AMWD American Woodmark Corp. 0.58% 37,700 $2.5M Add +13.6%
OSK Oshkosh Corp. 0.57% 19,395 $2.5M No change
MMS Maximus Inc. 0.57% 27,138 $2.5M No change
OSPN Onespan Inc. 0.57% 156,000 $2.5M New
NXST Nexstar Media Group Inc. 0.56% 12,457 $2.5M No change
TGNA Tegna Inc. 0.54% 116,410 $2.4M No change
ZD Ziff Davis Inc. 0.54% 61,550 $2.3M Add +5.6%
WLY Wiley (john) & Sons Class A 0.53% 57,252 $2.3M No change
LEA Lear Corp. 0.53% 22,941 $2.3M No change
NTCT Netscout Systems Inc. 0.52% 88,912 $2.3M No change
MTCH Match Group Inc. 0.52% 64,800 $2.3M No change
PVH PVH Corp. 0.52% 27,300 $2.3M No change
PFE Pfizer Inc. 0.52% 89,550 $2.3M Add +9.8%
SJM The JM Smucker Co. filed as SMUCKER J M CO 0.52% 20,987 $2.3M No change
LEN Lennar Corp. Class A 0.52% 18,025 $2.3M Add +6.0%
CPRX Catalyst Pharmaceuticals Inc. 0.51% 113,918 $2.2M No change
HAE Haemonetics Corp. 0.51% 46,000 $2.2M New
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.51% 65,000 $2.2M New
DOX Amdocs Ltd. 0.51% 27,000 $2.2M New
DBX Dropbox Inc. Class A 0.50% 72,000 $2.2M New
LNTH Lantheus Holdings Inc. 0.49% 42,000 $2.2M New
BIIB Biogen Inc. 0.49% 15,300 $2.1M No change
MTX Minerals Technologies Inc. 0.48% 34,100 $2.1M No change
TDC Teradata Corp. 0.48% 97,700 $2.1M Add +16.9%
CROX Crocs Inc. 0.48% 25,100 $2.1M Add +32.4%
WEX Wex Inc. 0.48% 13,300 $2.1M No change
HAL Halliburton Co. 0.47% 84,100 $2.1M Add +36.9%
OMC Omnicom Group 0.47% 25,200 $2.1M No change
EFOR Everforth Inc. filed as ASGN INC 0.47% 43,000 $2.0M New
YELP Yelp Inc. 0.46% 65,100 $2.0M Add +17.1%
UPBD Upbound Group Inc. 0.46% 85,500 $2.0M Add +11.0%
TFX Teleflex Inc. 0.46% 16,400 $2.0M Add +9.3%
CARS Cars.com Inc. 0.46% 163,800 $2.0M Add +7.1%
SMPL The Simply Good Foods Co. 0.45% 80,000 $2.0M New
YETI Yeti Holdings Inc. filed as YETI HLDGS INC 0.45% 59,200 $2.0M No change
TAP Molson Coors Beverage Co. Class B 0.45% 43,300 $2.0M Add +11.8%
CMCSA Comcast Corp. Class A 0.45% 62,100 $2.0M Add +41.3%
BBWI Bath & Body Works Inc. 0.45% 75,600 $1.9M Add +11.6%
BMY Bristol-Myers Squibb Co. 0.44% 43,000 $1.9M Add +10.8%
BWA Borgwarner Inc. 0.43% 43,000 $1.9M No change
HRMY Harmony Biosciences Holdings 0.42% 67,300 $1.9M Add +12.2%
HPQ HP Inc. 0.39% 63,320 $1.7M No change
VTRS Viatris Inc. 0.39% 171,566 $1.7M No change
CTSH Cognizant Tech Solutions-A 0.38% 24,721 $1.7M No change
KHC The Kraft Heinz Co. 0.35% 59,124 $1.5M No change
ALSN Allison Transmission Holding 0.34% 17,750 $1.5M No change
EMBC Embecta Corp. 0.34% 105,211 $1.5M No change
CNXC Concentrix Corp. 0.31% 29,142 $1.3M No change
WU Western Union Co. 0.28% 153,024 $1.2M No change
XPOF Xponential Fitness Inc. Class A 0.26% 144,736 $1.1M No change
MAN Manpowergroup Inc. 0.25% 29,309 $1.1M No change
DXC DXC Technology Co. 0.25% 80,683 $1.1M No change
DH Definitive Healthcare Corp. 0.22% 239,630 $973K No change
PG The Procter & Gamble Co. 0.20% 5,750 $883K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.20% 3,055 $862K No change
HELE Helen of Troy Ltd. 0.20% 34,200 $862K No change
AAPL Apple Inc. 0.18% 3,111 $792K No change
JNJ Johnson & Johnson 0.17% 4,105 $761K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.16% 1,054 $702K No change
AMZN Amazon.com Inc. 0.12% 2,440 $536K No change
MSFT Microsoft Corp. 0.10% 853 $442K No change
VB Vanguard Most SM-Cap ETF-Usd 0.08% 1,350 $343K No change
CPNG Coupang Inc. 0.07% 9,287 $299K No change
GOOGL Alphabet Inc. Class A 0.06% 1,100 $267K Reduce -24.1%
XOM Exxon Mobil Corp. 0.06% 2,224 $251K No change
JPM JPMorgan Chase & Co. 0.05% 750 $237K No change
CB Chubb Ltd. 0.05% 800 $226K No change
EFA iShares MSCI Eafe ETF 0.05% 2,370 $221K No change
NOW ServiceNow Inc. 0.05% 225 $207K No change

Portfolio Sells Q2 2025 → Q3 2025
BAX Baxter International Inc. Reduce -75.2% 1.04% −4.43
KVUE Kenvue Inc. Sold out 0.00% −4.23
ECML Eucldean Fundmntl Val ETF Ec Reduce -25.1% 17.57% −3.75
SNN Smith & Nephew PLC -Spon ADR Reduce -51.9% 2.69% −1.94
DEO Diageo PLC-Sponsored ADR Reduce -20.7% 2.51% −0.77
SONY Sony Group Corp. - SP ADR Reduce -37.5% 1.64% −0.69
NXT Nextpower Inc. Sold out 0.00% −0.61
DELL Dell Technologies -C Sold out 0.00% −0.51
IQV Iqvia Holdings Inc. Reduce -25.8% 5.00% −0.49
ROCK Gibraltar Industries Inc. Sold out 0.00% −0.46
SHOO Steven Madden Ltd. Sold out 0.00% −0.46
EXPE Expedia Group Inc. Sold out 0.00% −0.43
PREMIER INC-CLASS A Sold out 0.00% −0.43
TRIP Tripadvisor Inc. Sold out 0.00% −0.41
SWKS Skyworks Solutions Inc. Sold out 0.00% −0.34
GOOGL Alphabet Inc. Class A Reduce -24.1% 0.06% +0.00
MDT Medtronic PLC Reduce -10.0% 4.90% +0.01
INDV Indivior Ltd. Reduce -24.6% 0.85% +0.17
REZI Resideo Technologies Inc. Reduce -13.8% 0.93% +0.39

Portfolio Buys Q2 2025 → Q3 2025
AMRZ Amrize Ltd. New 3.33% +3.33
SOLV Solventum Corp. New 2.59% +2.59
RTO Rentokil Initial PLC-SP ADR New 1.90% +1.90
FISV Fiserv Inc. Add +113.8% 4.43% +1.71
PRKS United Parks & Resorts Inc. Add +57.7% 2.42% +1.05
AVNS Avanos Medical Inc. Add +58.7% 2.07% +0.71
OSPN Onespan Inc. New 0.57% +0.57
HAE Haemonetics Corp. New 0.51% +0.51
SLB SLB Ltd. New 0.51% +0.51
DOX Amdocs Ltd. New 0.51% +0.51
DBX Dropbox Inc. Class A New 0.50% +0.50
LNTH Lantheus Holdings Inc. New 0.49% +0.49
BLCO Bausch + Lomb Corp. Add +1.2% 2.96% +0.48
EFOR Everforth Inc. New 0.47% +0.47
SMPL The Simply Good Foods Co. New 0.45% +0.45
UTHR United Therapeutics Corp. Add +10.3% 0.64% +0.25
HAL Halliburton Co. Add +36.9% 0.47% +0.19
AMWD American Woodmark Corp. Add +13.6% 0.58% +0.18
ZD Ziff Davis Inc. Add +5.6% 0.54% +0.14
LEN Lennar Corp. Class A Add +6.0% 0.52% +0.10
CMCSA Comcast Corp. Class A Add +41.3% 0.45% +0.09
PFE Pfizer Inc. Add +9.8% 0.52% +0.08
TDC Teradata Corp. Add +16.9% 0.48% +0.06
TFX Teleflex Inc. Add +9.3% 0.46% +0.06
CARS Cars.com Inc. Add +7.1% 0.46% +0.05
CROX Crocs Inc. Add +32.4% 0.48% +0.05
BMY Bristol-Myers Squibb Co. Add +10.8% 0.44% +0.04
YELP Yelp Inc. Add +17.1% 0.46% +0.04
TAP Molson Coors Beverage Co. Class B Add +11.8% 0.45% +0.03
UPBD Upbound Group Inc. Add +11.0% 0.46% +0.03
HRMY Harmony Biosciences Holdings Add +12.2% 0.42% −0.00
BBWI Bath & Body Works Inc. Add +11.6% 0.45% −0.01

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