CLARK ESTATES INC/NY
CIK: 0001056466SEC EDGAR →
Portfolio Value
$412.1M
Holdings
98
As of
Q4 2025
New Positions
11
Closed Positions
9
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | EA SERIES TRUST | 2,288,982 | $76.5M | 18.55% |
| 2 | DISNEY WALT CO | 160,000 | $18.2M | 4.42% |
| 3 | HALEON PLC | 1,800,000 | $18.2M | 4.42% |
| 4 | AMRIZE LTD | 325,000 | $17.6M | 4.26% |
| 5 | SOLVENTUM CORP | 215,000 | $17.0M | 4.13% |
| 6 | MEDTRONIC PLC | 155,000 | $14.9M | 3.61% |
| 7 | BAUSCH PLUS LOMB CORP | 825,000 | $14.1M | 3.42% |
| 8 | IQVIA HLDGS INC | 60,200 | $13.6M | 3.29% |
| 9 | UNITED PARKS & RESORTS INC | 300,000 | $10.9M | 2.64% |
| 10 | UNILEVER PLC | 160,000 | $10.5M | 2.54% |
Quarterly Changes
New Positions (11)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Healthcare | 23 | $137.0M | 33.3% |
| Financial Services | 6 | $78.2M | 19.0% |
| Communication Services | 9 | $39.9M | 9.7% |
| Technology | 18 | $39.1M | 9.5% |
| Consumer Cyclical | 13 | $31.1M | 7.6% |
| Consumer Defensive | 10 | $25.4M | 6.2% |
| Basic Materials | 2 | $19.7M | 4.8% |
| Industrials | 6 | $17.8M | 4.3% |
| Unknown | 7 | $16.6M | 4.0% |
| Energy | 4 | $7.3M | 1.8% |