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13F holdings · Q2 2026

Clark Estates Inc/ny

New York, NY · files as Clark Estates Inc/ny
Holdings as of Jun 30, 2026Filed Aug 5, 2026Next filing due Nov 16, 2026CIK 1056466

Clark Estates Inc/ny reported 90 stocks worth $434M in its 13F filing for Q2 2026, filed Aug 5, 2026. Its largest holdings are ECML (15.4%), VEA (6.1%) and UL (5.1%). Compared with Q1 2026, the fund opened new positions in VEA, BBY and AOS, added to UL, AMRZ and SONY, trimmed ECML, SOLV and WMG and sold out of LNTH, SNX and NTCT.

Reported value$434M+4.2% vs last quarter
Stocks held9011 new · 18 sold out
Top 5 weight35.0%fairly concentrated
Turnover39%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
ECML
EA Series Trust
$66.7M15.4%1.7M−397K (−19%)8 of 8
2
VEA
Vanguard Tax-Managed Fds
$26.4M6.1%371KNew position1 of 8
3
UL
Unilever PLC Spon ADR New
$22.2M5.1%370K+65K (+21%)3 of 8
4
DIS
Disney Walt Co
$19.3M4.4%200KNo change5 of 8
5
AMRZ
Amrize Ltd
$17.3M4.0%325K+40K (+14%)4 of 8
6
SONY
Sony Group
$16.5M3.8%825K+133K (+19%)8 of 8
7
HLN
Haleon PLC Spon Ads
$15.9M3.7%1.7M+300K (+21%)8 of 8
8
SOLV
Solventum Corp
$15.4M3.6%200K−90K (−31%)4 of 8
9
BLCO
Bausch Plus Lomb Corp
$14.6M3.4%881K+56K (+7%)8 of 8
10
WMG
Warner Music Group Corp
$14.5M3.3%535K−115K (−18%)3 of 8
🔒 80 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q1 2026, gone in Q2 2026
StockValue last quarterShares sold
AVANOS MED INC
$11.8M845K
LNTH
Lantheus Hldgs Inc
$3.2M42K
SNX
TD Synnex Corporation
$2.9M17K
NTCT
Netscout Sys Inc
$2.8M89K
BWA
Borgwarner Inc
$2.3M43K

🔒 Free account: see all 18.

Reported value

last 8 quarters
$537MQ3 '24
$517MQ4 '24
$472MQ1 '25
$446MQ2 '25
$438MQ3 '25
$412MQ4 '25
$416MQ1 '26
$434MQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC
FiledFormQuarter
Aug 5, 202613F-HRQ2 2026SEC filing ↗

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Clark Estates Inc/ny 13F FAQ

What does Clark Estates Inc/ny own?

Clark Estates Inc/ny reported 90 stocks worth $434M in its 13F filing for Q2 2026, filed Aug 5, 2026. Its largest holdings are ECML (15.4%), VEA (6.1%) and UL (5.1%). The table above lists every position in the filing (the top 10 without an account).

What did Clark Estates Inc/ny buy and sell in Q2 2026?

Compared with Q1 2026: 11 new positions, 17 added to, 16 trimmed and 18 sold out. New positions include VEA, BBY and AOS. It sold all of LNTH, SNX and NTCT.

When will Clark Estates Inc/ny file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is Clark Estates Inc/ny's portfolio worth?

The Q2 2026 filing reports $434M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.