CLARK ESTATES INC/NY
Sector Allocation
- Healthcare26.2%$113.5M
- Other21.8%$94.5M
- Technology13.8%$59.9M
- Consumer Staples11.4%$49.4M
- Communication Services10.4%$45.2M
- Industrials6.3%$27.5M
- Consumer Discretionary5.4%$23.2M
- Materials4.0%$17.3M
- Energy0.6%$2.6M
- Financials0.1%$518,090
AUM History
13fpro.ai/research/fund/clark-estates-inc-ny-1056466
Conviction and streaks
Stable · top 10 = 52.8%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- EA$66.7M
- VANGUARD$26.4M
UL
$22.2MDIS
$19.3MAMRZ
$17.3MSONY
$16.5MHLN
$15.9MSOLV
$15.4MBLCO
$14.6MWMG
$14.5MHSIC
$11.3MIQV
$10.1MSTTK
$9.9MMDT
$7.0MWLY
$4.6MDDD
$4.3MSNN
$4.1MMD
$3.9MINDV
$3.8MCPRX
$3.6M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/clark-estates-inc-ny-1056466
CLARK ESTATES INC/NY 13F holdings — Q2 2026
$433.7M portfolio (+4.2% QoQ) · 90 holdings · Q2 2026 13F · top 10 are 53% of the stock portfolio
- 1
EA SERIES TRUST - EUCL FUN VAL ETF
$66.7M
15.4% of stocks
-19%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
$26.4M
6.1% of stocks
NewThis quarter—Since filedNew this quarterHeldAIQuality—Est. buy— $22.2M
5.1% of stocks
+21%This quarter+1.8%Since filed10+ qtrsHeld$19.3M
4.4% of stocks
No changeThis quarter+8.5%Since filed5 qtrsHeld$17.3M
4.0% of stocks
+14%This quarter-25.8%Since filed4 qtrsHeld$16.5M
3.8% of stocks
+19%This quarter+16.0%Since filed8 qtrsHeld$15.9M
3.7% of stocks
+21%This quarter+2.5%Since filed10+ qtrsHeld$15.4M
3.6% of stocks
-31%This quarter-1.9%Since filed4 qtrsHeld$14.6M
3.4% of stocks
+7%This quarter+4.9%Since filed10+ qtrsHeld$14.5M
3.3% of stocks
-18%This quarter+16.5%Since filed3 qtrsHeld
All holdings — CLARK ESTATES INC/NY (Q2 2026)
90 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | HENRY SCHEIN INC | Healthcare | $11.3M | 2.6% | 135K | +1588% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | IQVIA HOLDINGS INC. | Healthcare | $10.1M | 2.3% | 52K | -45% | 6 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | Shattuck Labs, Inc. | Healthcare | $9.9M | 2.3% | 1.43M | -3% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | Medtronic plc | Healthcare | $7.0M | 1.6% | 90K | -42% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | JOHN WILEY & SONS, INC. | Communication Services | $4.6M | 1.1% | 94K | +41% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | 3D SYSTEMS CORP | Technology | $4.3M | 1.0% | 1.42M | — | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | SMITH & NEPHEW PLCadr | Healthcare | $4.1M | 0.9% | 144K | -35% | 10+ qtrsTrimmed 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Pediatrix Medical Group, Inc. | Healthcare | $3.9M | 0.9% | 153K | +19% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | Indivior Pharmaceuticals, Inc. | Healthcare | $3.8M | 0.9% | 92K | — | 8 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | CATALYST PHARMACEUTICALS, INC. | Healthcare | $3.6M | 0.8% | 114K | — | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | HALOZYME THERAPEUTICS, INC. | Healthcare | $3.5M | 0.8% | 45K | — | 7 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | ALTRIA GROUP, INC. | Consumer Staples | $3.5M | 0.8% | 49K | — | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | Crocs, Inc. | Consumer Discretionary | $3.5M | 0.8% | 29K | — | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | BEST BUY CO INC | Consumer Discretionary | $3.3M | 0.8% | 44K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | BIOGEN INC. | Healthcare | $3.3M | 0.8% | 15K | — | 8 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $3.3M | 0.8% | 26K | — | |||
| 27 | $ZD | ZIFF DAVIS, INC. | Communication Services | $3.3M | 0.8% | 62K | -10% | |||
| 28 | $STRA | Strategic Education, Inc. | Consumer Discretionary | $3.2M | 0.8% | 42K | +53% | |||
| 29 | $WEX | WEX Inc. | Industrials | $3.1M | 0.7% | 22K | +44% | |||
| 30 | $TDC | TERADATA CORP /DE/ | Technology | $3.0M | 0.7% | 88K | -10% | |||
| 31 | $WKC | WORLD KINECT CORP | Consumer Staples | $3.0M | 0.7% | 92K | — | |||
| 32 | $HRMY | Harmony Biosciences Holdings, Inc. | Healthcare | $3.0M | 0.7% | 81K | — | |||
| 33 | $FTDR | Frontdoor, Inc. | Industrials | $2.9M | 0.7% | 38K | — | |||
| 34 | $AOS | SMITH A O CORP | Technology | $2.9M | 0.7% | 46K | New | |||
| 35 | $DORM | Dorman Products, Inc. | Industrials | $2.9M | 0.7% | 21K | — | |||
| 36 | $MTCH | Match Group, Inc. | Technology | $2.8M | 0.7% | 75K | — | |||
| 37 | $INCY | INCYTE CORP | Healthcare | $2.8M | 0.7% | 25K | — | |||
| 38 | $EXPE | Expedia Group, Inc. | Consumer Discretionary | $2.8M | 0.7% | 11K | -0.9% | |||
| 39 | $ADUS | Addus HomeCare Corp | Healthcare | $2.8M | 0.7% | 28K | New | |||
| 40 | $VTRS | Viatris Inc | Healthcare | $2.7M | 0.6% | 172K | — | |||
| 41 | $GNTX | GENTEX CORP | Industrials | $2.7M | 0.6% | 105K | New | |||
| 42 | $TNET | TRINET GROUP, INC. | Industrials | $2.6M | 0.6% | 53K | New | |||
| 43 | $CDW | CDW Corp | Consumer Discretionary | $2.6M | 0.6% | 18K | — | |||
| 44 | $OSPN | OneSpan Inc. | Technology | $2.5M | 0.6% | 177K | — | |||
| 45 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $2.5M | 0.6% | 43K | — | |||
| 46 | $OPCH | Option Care Health, Inc. | Healthcare | $2.5M | 0.6% | 118K | New | |||
| 47 | $MMS | MAXIMUS, INC. | Industrials | $2.5M | 0.6% | 46K | +68% | |||
| 48 | $KFY | KORN FERRY | Industrials | $2.5M | 0.6% | 37K | — | |||
| 49 | $UPBD | UPBOUND GROUP, INC. | Industrials | $2.4M | 0.6% | 113K | — | |||
| 50 | $KBR | KBR, INC. | Industrials | $2.4M | 0.6% | 69K | +32% | |||
| 51 | $PFE | PFIZER INC | Healthcare | $2.3M | 0.5% | 97K | — | |||
| 52 | $EXE | EXPAND ENERGY Corp | Energy | $2.3M | 0.5% | 26K | New | |||
| 53 | $ADBE | ADOBE INC. | Technology | $2.3M | 0.5% | 11K | +24% | |||
| 54 | $MNTN | MNTN, Inc. | Technology | $2.3M | 0.5% | 248K | New | |||
| 55 | $CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CORP | Technology | $2.2M | 0.5% | 57K | +61% | |||
| 56 | $DOX | AMDOCS LTD | Technology | $2.2M | 0.5% | 43K | +25% | |||
| 57 | $DECK | DECKERS OUTDOOR CORP | Consumer Discretionary | $2.1M | 0.5% | 22K | — | |||
| 58 | $SMPL | Simply Good Foods Co | Consumer Staples | $2.1M | 0.5% | 160K | +49% | |||
| 59 | $JBI | Janus International Group, Inc. | Industrials | $2.1M | 0.5% | 382K | — | |||
| 60 | $CLAR | Clarus Corp | Consumer Discretionary | $2.1M | 0.5% | 660K | New | |||
| 61 | $OMC | OMNICOM GROUP INC. | Communication Services | $2.1M | 0.5% | 28K | — | |||
| 62 | $LDOS | Leidos Holdings, Inc. | Technology | $2.0M | 0.5% | 20K | New | |||
| 63 | $SSNC | SS&C Technologies Holdings Inc | Technology | $1.9M | 0.4% | 31K | — | |||
| 64 | $DBX | DROPBOX, INC. | Technology | $1.9M | 0.4% | 69K | -15% | |||
| 65 | $BAH | Booz Allen Hamilton Holding Corp | Technology | $1.9M | 0.4% | 31K | — | |||
| 66 | $BLKB | BLACKBAUD INC | Technology | $1.8M | 0.4% | 62K | +31% | |||
| 67 | $VNT | Vontier Corp | Technology | $1.8M | 0.4% | 61K | — | |||
| 68 | $BBWI | Bath & Body Works, Inc. | Consumer Discretionary | $1.7M | 0.4% | 76K | — | |||
| 69 | $TAP | MOLSON COORS BEVERAGE CO | Consumer Staples | $1.6M | 0.4% | 41K | -17% | |||
| 70 | $WU | Western Union CO | Industrials | $1.5M | 0.4% | 201K | -18% | |||
| 71 | $CCZ | COMCAST CORP | Communication Services | $1.5M | 0.3% | 62K | — | |||
| 72 | $TASK | TaskUs, Inc. | Technology | $1.5M | 0.3% | 311K | — | |||
| 73 | $CARS | Cars.com Inc. | Technology | $1.4M | 0.3% | 129K | -21% | |||
| 74 | $HPQ | HP INC | Technology | $1.4M | 0.3% | 63K | — | |||
| 75 | $YELP | YELP INC | Consumer Discretionary | $1.3M | 0.3% | 51K | -21% | |||
| 76 | $JNJ | JOHNSON & JOHNSON | Healthcare | $1.0M | 0.2% | 4,105 | — | |||
| 77 | $AAPL | Apple Inc. | Technology | $900K | 0.2% | 3,111 | — | |||
| 78 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $859K | 0.2% | 3,055 | — | |||
| 79 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $843K | 0.2% | 5,750 | — | |||
| 80 | $DXC | DXC Technology Co | Technology | $816K | 0.2% | 92K | -29% | |||
| 81 | $SPY | SPDR S&P 500 ETF TRUST | — | $787K | 0.2% | 1,054 | — | |||
| 82 | $AMZN | AMAZON COM INC | Consumer Discretionary | $582K | 0.1% | 2,440 | — | |||
| 83 | — | VANGUARD INDEX FDS - SMALL CP ETF | — | $409K | 0.1% | 1,350 | — | |||
| 84 | $GOOGL | Alphabet Inc. | Technology | $393K | 0.1% | 1,100 | — | |||
| 85 | $MSFT | MICROSOFT CORP | Technology | $318K | 0.1% | 853 | — | |||
| 86 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $304K | 0.1% | 2,224 | — | |||
| 87 | $CB | Chubb Ltd | Financials | $273K | 0.1% | 800 | — | |||
| 88 | — | ISHARES TR - MSCI EAFE ETF | — | $246K | 0.1% | 2,370 | — | |||
| 89 | $JPM | JPMORGAN CHASE & CO | Financials | $245K | 0.1% | 750 | — | |||
| 90 | $PEP | PEPSICO INC | Consumer Staples | $223K | 0.1% | 1,650 | — |
What changed in Q2 2026
Against the previous quarter's 13F: 11 new, 17 added to, 16 trimmed, 18 sold out. Share-count changes; largest moves by dollar size first.
New positions (11)
- VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT$26.4M
first bought this quarter
$BBYBEST BUY CO INC$3.3M
first bought this quarter
$AOSSMITH A O CORP$2.9M
first bought this quarter
$ADUSAddus HomeCare Corp$2.8M
first bought this quarter
$GNTXGENTEX CORP$2.7M
first bought this quarter
$TNETTRINET GROUP, INC.$2.6M
first bought this quarter
+5 more in the Excel export
Added to (17)
now $11.3M · held 2 qtrs, 2 adds in a row
now $22.2M · held 10+ qtrs, 2 adds in a row
now $15.9M · held 10+ qtrs
now $16.5M · held 8 qtrs, 2 adds in a row
now $17.3M · held 4 qtrs
now $4.6M · held 10+ qtrs
+11 more in the Excel export
Trimmed (16)
- EA SERIES TRUST - EUCL FUN VAL ETF-19%
now $66.7M
now $10.1M · held 6 qtrs
now $15.4M · held 4 qtrs
now $7.0M · held 10+ qtrs
now $14.5M · held 3 qtrs
now $4.1M · held 10+ qtrs, 5 trims in a row
+10 more in the Excel export
Holdings by quarter
Every 13F CLARK ESTATES INC/NY has filed, 39 earlier quarters. Pick one to see what it held then.
Is it too late to follow CLARK ESTATES?
Q2 2026 13F filed with the SEC on Aug 5, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of CLARK ESTATES's top 20 holdings: 59/100 (our AI quality score, weighted by position size; 14 of the 20 are scored)
Top 10 since filing
+2.8%
Value-weighted move of the 10 largest stock positions
Turnover
20%
Last quarter; 61% over the last 4
Top 10 weight
53%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
74%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
CLARK ESTATES INC/NY disclosed 90 positions worth $433.7M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 11 new positions and exited 18 and a full exit from $AVNS. The portfolio is most concentrated in Healthcare (26.2% of disclosed assets). All figures are sourced directly from CLARK ESTATES INC/NY’s Form 13F-HR filing with the SEC under CIK 1056466.
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AI-Powered Hedge Fund Analysis: CLARK ESTATES INC/NY
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Every holding in CLARK ESTATES INC/NY's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.