Clark Estates Inc.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 11, 2026), Clark Estates Inc. reported 97 stock positions worth $416.2 million. Its top holding was Eucldean Fundmntl Val ETF Ec (ECML) at 18.5% of the portfolio, followed by Walt Disney (DIS, 4.6%) and Solventum (SOLV, 4.5%). Compared with Q4 2025, it opened 12 new positions, sold out of 13, added to 16 and reduced 5. The biggest buy was Warner Music Class A (WMG, shares +136%) and the biggest sale an exit from United Parks & Resorts (PRKS).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001056466
Portfolio Value
$416.2M (Q1 2026)
SEC Filing
0001056466-26-000004 ↗ filed May 11, 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 $416.2M Q1 2026 Q2 2026: $433.7M Q2 2026

Holdings 97 stocks · $416.2M
ECML Eucldean Fundmntl Val ETF Ec 18.50% 2,119,482 $77.0M Reduce -7.4%
DIS The Walt Disney Co. filed as DISNEY WALT CO 4.63% 200,000 $19.3M Add +25.0%
SOLV Solventum Corp. 4.55% 290,000 $18.9M Add +34.9%
UL Unilever PLC-Sponsored ADR 4.17% 305,000 $17.4M Add +90.6%
WMG Warner Music Group Corp. Class A 3.99% 650,000 $16.6M Add +136.4%
IQV Iqvia Holdings Inc. 3.90% 95,200 $16.2M Add +58.1%
AMRZ Amrize Ltd. 3.84% 285,000 $16.0M Reduce -12.3%
SONY Sony Group Corp. - SP ADR 3.44% 691,600 $14.3M Add +176.6%
HLN Haleon PLC-ADR 3.37% 1,400,000 $14.0M Reduce -22.2%
MDT Medtronic PLC 3.23% 155,000 $13.4M No change
BLCO Bausch + Lomb Corp. 3.15% 825,000 $13.1M No change
AVNS Avanos Medical Inc. 2.84% 845,000 $11.8M Reduce -4.9%
STTK Shattuck Labs Inc. 2.28% 1,475,648 $9.5M No change
SNN Smith & Nephew PLC -Spon ADR 1.68% 220,000 $7.0M Reduce -26.7%
GILD Gilead Sciences Inc. 0.87% 26,022 $3.6M No change
MO Altria Group Inc. 0.77% 48,613 $3.2M No change
LNTH Lantheus Holdings Inc. 0.77% 42,000 $3.2M No change
ZD Ziff Davis Inc. 0.70% 69,700 $2.9M No change
SNX TD Synnex Corp. 0.70% 17,299 $2.9M No change
HALO Halozyme Therapeutics Inc. 0.70% 44,868 $2.9M No change
NTCT Netscout Systems Inc. 0.68% 88,912 $2.8M No change
CPRX Catalyst Pharmaceuticals Inc. 0.68% 113,918 $2.8M No change
INDV Indivior Pharmaceuticals Inc. 0.68% 92,300 $2.8M No change
BIIB Biogen Inc. 0.67% 15,300 $2.8M No change
MD Pediatrix Medical Group Inc. 0.66% 129,000 $2.8M No change
PFE Pfizer Inc. 0.65% 96,750 $2.7M No change
DDD 3D Systems Corp. filed as 3D SYS CORP DEL 0.64% 1,418,614 $2.7M No change
BMY Bristol-Myers Squibb Co. 0.63% 43,000 $2.6M No change
EXPE Expedia Group Inc. 0.62% 11,100 $2.6M New
WLY Wiley (john) & Sons Class A 0.61% 67,000 $2.6M No change
TDC Teradata Corp. 0.60% 97,700 $2.5M No change
CROX Crocs Inc. 0.58% 28,900 $2.4M Add +15.1%
BAH Booz Allen Hamilton Holdings 0.57% 30,550 $2.4M Add +14.6%
INCY Incyte Corp. 0.57% 25,000 $2.4M No change
BWA Borgwarner Inc. 0.56% 43,000 $2.3M No change
VTRS Viatris Inc. 0.56% 171,566 $2.3M No change
KFY Korn Ferry 0.56% 36,800 $2.3M New
WEX Wex Inc. 0.56% 15,100 $2.3M No change
MTCH Match Group Inc. 0.55% 74,800 $2.3M Add +15.4%
STRA Strategic Education Inc. 0.55% 27,600 $2.3M No change
HRMY Harmony Biosciences Holdings 0.55% 81,300 $2.3M Add +20.8%
NXST Nexstar Media Group Inc. 0.54% 12,457 $2.3M No change
DOX Amdocs Ltd. 0.54% 34,200 $2.2M Add +26.7%
CDW CDW Corp. 0.53% 18,275 $2.2M New
DORM Dorman Products Inc. 0.53% 21,000 $2.2M New
ADBE Adobe Inc. 0.53% 8,990 $2.2M New
CTSH Cognizant Tech Solutions-A 0.52% 35,600 $2.2M Add +44.0%
YETI Yeti Holdings Inc. filed as YETI HLDGS INC 0.52% 59,200 $2.2M No change
VNT Vontier Corp. 0.52% 60,674 $2.2M No change
DECK Deckers Outdoor Corp. 0.52% 21,500 $2.2M New
WU Western Union Co. 0.52% 246,000 $2.1M No change
OMC Omnicom Group 0.51% 28,400 $2.1M No change
WKC World Kinect Corp. 0.51% 91,600 $2.1M No change
QLYS Qualys Inc. 0.51% 24,000 $2.1M New
TAP Molson Coors Beverage Co. Class B 0.50% 48,800 $2.1M No change
SSNC Ss&c Technologies Holdings 0.50% 31,000 $2.1M New
TASK Taskus Inc. Class A 0.50% 310,500 $2.1M New
ALSN Allison Transmission Holding 0.50% 17,750 $2.1M No change
UPBD Upbound Group Inc. 0.49% 113,000 $2.0M No change
SJM The JM Smucker Co. filed as SMUCKER J M CO 0.49% 20,987 $2.0M No change
FTDR Frontdoor Inc. 0.48% 38,000 $2.0M New
JBI Janus International Group Inc. 0.47% 381,500 $2.0M Add +17.9%
KBR KBR Inc. 0.47% 52,500 $1.9M No change
PVH PVH Corp. 0.46% 27,300 $1.9M No change
EFOR Everforth Inc. filed as ASGN INC 0.45% 48,800 $1.9M No change
OSPN Onespan Inc. 0.45% 177,000 $1.9M No change
DBX Dropbox Inc. Class A 0.44% 80,800 $1.8M No change
BLKB Blackbaud Inc. 0.44% 47,300 $1.8M Add +34.0%
CMCSA Comcast Corp. Class A 0.43% 62,100 $1.8M No change
MMS Maximus Inc. 0.42% 27,138 $1.7M No change
DXC DXC Technology Co. 0.39% 130,000 $1.6M No change
YELP Yelp Inc. 0.39% 65,100 $1.6M No change
SMPL The Simply Good Foods Co. 0.37% 107,500 $1.5M Add +16.5%
BRBR Bellring Brands Inc. 0.36% 94,100 $1.5M Add +32.0%
BBWI Bath & Body Works Inc. 0.34% 75,600 $1.4M No change
CARS Cars.com Inc. 0.32% 163,800 $1.3M No change
HPQ HP Inc. 0.29% 63,320 $1.2M No change
JNJ Johnson & Johnson 0.24% 4,105 $1.0M No change
EMBC Embecta Corp. 0.22% 105,211 $930K No change
XPOF Xponential Fitness Inc. Class A 0.21% 144,736 $871K No change
PG The Procter & Gamble Co. 0.20% 5,750 $831K No change
AAPL Apple Inc. 0.19% 3,111 $790K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.18% 3,055 $741K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.16% 1,054 $685K No change
HSIC Henry Schein Inc. filed as SCHEIN HENRY INC 0.14% 8,000 $590K New
AMZN Amazon.com Inc. 0.12% 2,440 $508K No change
HELE Helen of Troy Ltd. 0.12% 34,200 $493K No change
XOM Exxon Mobil Corp. 0.09% 2,224 $377K No change
VB Vanguard Most SM-Cap ETF-Usd 0.09% 1,350 $354K No change
GOOGL Alphabet Inc. Class A 0.08% 1,100 $316K No change
MSFT Microsoft Corp. 0.08% 853 $316K No change
DH Definitive Healthcare Corp. 0.07% 239,630 $295K No change
CB Chubb Ltd. 0.06% 800 $261K No change
PEP Pepsico Inc. 0.06% 1,650 $256K No change
EFA iShares MSCI Eafe ETF 0.06% 2,370 $230K No change
JPM JPMorgan Chase & Co. 0.05% 750 $221K No change
NOC Northrop Grumman Corp. 0.05% 305 $208K New

Portfolio Sells Q4 2025 → Q1 2026
PRKS United Parks & Resorts Inc. Sold out 0.00% −2.64
RTO Rentokil Initial PLC-SP ADR Sold out 0.00% −1.43
HLN Haleon PLC-ADR Reduce -22.2% 3.37% −1.05
SNN Smith & Nephew PLC -Spon ADR Reduce -26.7% 1.68% −0.71
MIDD Middleby Corp. Sold out 0.00% −0.67
LEA Lear Corp. Sold out 0.00% −0.64
SLB SLB Ltd. Sold out 0.00% −0.61
OSK Oshkosh Corp. Sold out 0.00% −0.59
HAL Halliburton Co. Sold out 0.00% −0.58
TFX Teleflex Inc. Sold out 0.00% −0.55
TGNA Tegna Inc. Sold out 0.00% −0.55
MTX Minerals Technologies Inc. Sold out 0.00% −0.50
LEN Lennar Corp. Class A Sold out 0.00% −0.45
AMRZ Amrize Ltd. Reduce -12.3% 3.84% −0.43
CNXC Concentrix Corp. Sold out 0.00% −0.29
ECML Eucldean Fundmntl Val ETF Ec Reduce -7.4% 18.50% −0.05
CPNG Coupang Inc. Sold out 0.00% −0.05
AVNS Avanos Medical Inc. Reduce -4.9% 2.84% +0.42

Portfolio Buys Q4 2025 → Q1 2026
WMG Warner Music Group Corp. Class A Add +136.4% 3.99% +1.94
SONY Sony Group Corp. - SP ADR Add +176.6% 3.44% +1.89
UL Unilever PLC-Sponsored ADR Add +90.6% 4.17% +1.64
EXPE Expedia Group Inc. New 0.62% +0.62
IQV Iqvia Holdings Inc. Add +58.1% 3.90% +0.61
KFY Korn Ferry New 0.56% +0.56
CDW CDW Corp. New 0.53% +0.53
DORM Dorman Products Inc. New 0.53% +0.53
ADBE Adobe Inc. New 0.53% +0.53
DECK Deckers Outdoor Corp. New 0.52% +0.52
QLYS Qualys Inc. New 0.51% +0.51
SSNC Ss&c Technologies Holdings New 0.50% +0.50
TASK Taskus Inc. Class A New 0.50% +0.50
FTDR Frontdoor Inc. New 0.48% +0.48
SOLV Solventum Corp. Add +34.9% 4.55% +0.42
DIS The Walt Disney Co. Add +25.0% 4.63% +0.21
HSIC Henry Schein Inc. New 0.14% +0.14
CROX Crocs Inc. Add +15.1% 0.58% +0.06
NOC Northrop Grumman Corp. New 0.05% +0.05
MTCH Match Group Inc. Add +15.4% 0.55% +0.04
BAH Booz Allen Hamilton Holdings Add +14.6% 0.57% +0.03
CTSH Cognizant Tech Solutions-A Add +44.0% 0.52% +0.03
DOX Amdocs Ltd. Add +26.7% 0.54% +0.01
JBI Janus International Group Inc. Add +17.9% 0.47% −0.04
HRMY Harmony Biosciences Holdings Add +20.8% 0.55% −0.06
SMPL The Simply Good Foods Co. Add +16.5% 0.37% −0.08
BRBR Bellring Brands Inc. Add +32.0% 0.36% −0.10
BLKB Blackbaud Inc. Add +34.0% 0.44% −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