2026 Q2 Portfolio Activity
In 2026 Q2, CLARK ESTATES INC/NY maintained a portfolio of 108 distinct positions. The most significant new addition was VANGUARD TAX-MANAGED FDS, now representing 6.10% of the total fund value. They heavily accumulated shares in SCHEIN HENRY INC, increasing the position by 1587.5%. Conversely, CLARK ESTATES INC/NY completely exited their position in AVANOS MED INC.
Position History
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CLARK ESTATES INC/NY
Cooperstown, NY
Family Office / Private Foundation-Affiliated Investment Entity
AUM $433M
Total Positions
108
Quarter
2026 Q2
Top Holding
ECML (15.4%)
Top 10 Concentration
52.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 108
CLARK ESTATES INC/NY Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
ECML
EA SERIES TRUST
|
ETF | 15.37% | 18.50% |
#1
Prev: #1
|
6.5 |
—
|
-396,700 | -18.7% |
P
S
|
1,722,782 | $66,653,746 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 6.10% | — |
#2
Prev: #—
|
7.4 |
—
|
371,060 | — |
NEW
|
371,060 | $26,438,025 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
UL
UNILEVER PLC
|
Consumer Defensive | 5.13% | 4.17% |
#3
1
Prev: #4
|
5.6 |
—
|
65,000 | 21.3% |
P
S
|
370,000 | $22,244,400 | 2011 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
DIS
DISNEY WALT CO
|
Communication Services | 4.44% | 4.63% |
#4
2
Prev: #2
|
3.3 |
—
|
no change | no change |
P
S
|
200,000 | $19,250,000 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
AMRZ
AMRIZE LTD
|
Basic Materials | 3.99% | 3.84% |
#5
2
Prev: #7
|
4.1 |
—
|
40,000 | 14.0% |
P
S
|
325,000 | $17,322,500 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
SONY
SONY GROUP CORP
|
Technology | 3.82% | 3.44% |
#6
2
Prev: #8
|
3.5 |
—
|
133,400 | 19.3% |
P
S
|
825,000 | $16,549,500 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
HLN
HALEON PLC
|
Healthcare | 3.66% | 3.37% |
#7
2
Prev: #9
|
4.0 |
—
|
300,000 | 21.4% |
P
S
|
1,700,000 | $15,861,000 | 2022 Q3 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
SOLV
SOLVENTUM CORP
|
Healthcare | 3.56% | 4.55% |
#8
5
Prev: #3
|
1.4 |
—
|
-90,000 | -31.0% |
P
S
|
200,000 | $15,430,000 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
BLCO
BAUSCH PLUS LOM...
|
Healthcare | 3.36% | 3.15% |
#9
2
Prev: #11
|
3.3 |
—
|
56,000 | 6.8% |
P
S
|
881,000 | $14,589,360 | 2022 Q3 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
WMG
WARNER MUSIC GR...
|
Communication Services | 3.34% | 3.99% |
#10
5
Prev: #5
|
1.8 |
—
|
-115,000 | -17.7% |
P
S
|
535,000 | $14,482,450 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
HSIC
SCHEIN HENRY IN...
|
Healthcare | 2.60% | 0.14% |
#11
74
Prev: #85
|
4.0 |
—
|
127,000 | 1587.5% |
P
S
|
135,000 | $11,275,200 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
IQV
IQVIA HLDGS INC
|
Healthcare | 2.32% | 3.90% |
#12
6
Prev: #6
|
0.9 |
—
|
-43,015 | -45.2% |
P
S
|
52,185 | $10,083,186 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
STTK
SHATTUCK LABS I...
|
Healthcare | 2.29% | 2.28% |
#13
Prev: #13
|
1.4 |
—
|
-45,481 | -3.1% |
P
S
|
1,430,167 | $9,925,359 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
MDT
MEDTRONIC PLC
|
Healthcare | 1.62% | 3.23% |
#14
4
Prev: #10
|
0.6 |
—
|
-65,000 | -41.9% |
P
S
|
90,000 | $7,040,700 | 2010 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
WLY
WILEY JOHN & SO...
|
Communication Services | 1.06% | 0.61% |
#15
15
Prev: #30
|
2.9 |
—
|
27,400 | 40.9% |
P
S
|
94,400 | $4,579,344 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
DDD
3D SYS CORP DEL
|
Technology | 0.99% | 0.64% |
#16
11
Prev: #27
|
1.4 |
—
|
no change | no change |
P
S
|
1,418,614 | $4,284,214 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
SNN
SMITH & NEPHEW ...
|
Healthcare | 0.95% | 1.68% |
#17
3
Prev: #14
|
0.4 |
—
|
-76,500 | -34.8% |
P
S
|
143,500 | $4,134,235 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
MD
PEDIATRIX MEDIC...
|
Healthcare | 0.89% | 0.66% |
#18
7
Prev: #25
|
2.4 |
—
|
24,000 | 18.6% |
P
S
|
153,000 | $3,875,490 | 2010 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
INDV
INDIVIOR PHARMA...
|
Healthcare | 0.87% | 0.68% |
#19
4
Prev: #23
|
1.3 |
—
|
no change | no change |
P
S
|
92,300 | $3,787,069 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
CPRX
CATALYST PHARMA...
|
Healthcare | 0.83% | 0.68% |
#20
2
Prev: #22
|
1.3 |
—
|
no change | no change |
P
S
|
113,918 | $3,580,443 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
HALO
HALOZYME THERAP...
|
Healthcare | 0.81% | 0.70% |
#21
1
Prev: #20
|
1.3 |
—
|
no change | no change |
P
S
|
44,868 | $3,511,818 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
MO
ALTRIA GROUP IN...
|
Consumer Defensive | 0.81% | 0.77% |
#22
6
Prev: #16
|
1.3 |
—
|
no change | no change |
P
S
|
48,613 | $3,497,705 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
CROX
CROCS INC
|
Consumer Cyclical | 0.80% | 0.58% |
#23
9
Prev: #32
|
1.3 |
—
|
no change | no change |
P
S
|
28,900 | $3,486,496 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
BBY
BEST BUY INC
|
Consumer Cyclical | 0.76% | — |
#24
Prev: #—
|
3.8 |
—
|
43,700 | — |
NEW
|
43,700 | $3,315,956 | 2016 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
BIIB
BIOGEN INC
|
Healthcare | 0.76% | 0.67% |
#25
1
Prev: #24
|
1.3 |
—
|
no change | no change |
P
S
|
15,300 | $3,305,718 | 2018 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
GILD
GILEAD SCIENCES...
|
Healthcare | 0.76% | 0.87% |
#26
11
Prev: #15
|
1.3 |
—
|
no change | no change |
P
S
|
26,022 | $3,287,619 | 2015 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
ZD
ZIFF DAVIS INC
|
Communication Services | 0.75% | 0.70% |
#27
9
Prev: #18
|
0.8 |
—
|
-7,275 | -10.4% |
P
S
|
62,425 | $3,269,197 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
STRA
STRATEGIC ED IN...
|
Consumer Defensive | 0.75% | 0.55% |
#28
12
Prev: #40
|
3.3 |
—
|
14,700 | 53.3% |
P
S
|
42,300 | $3,241,026 | 2013 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
WEX
WEX INC
|
Technology | 0.71% | 0.56% |
#29
9
Prev: #38
|
2.8 |
—
|
6,700 | 44.4% |
P
S
|
21,800 | $3,075,762 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
TDC
TERADATA CORP D...
|
Technology | 0.70% | 0.60% |
#30
1
Prev: #31
|
0.8 |
—
|
-10,100 | -10.3% |
P
S
|
87,600 | $3,035,340 | 2009 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
WKC
WORLD KINECT CO...
|
Energy | 0.70% | 0.51% |
#31
22
Prev: #53
|
1.3 |
—
|
no change | no change |
P
S
|
91,600 | $3,017,304 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
HRMY
HARMONY BIOSCIE...
|
Healthcare | 0.68% | 0.55% |
#32
9
Prev: #41
|
1.3 |
—
|
no change | no change |
P
S
|
81,300 | $2,960,133 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
FTDR
FRONTDOOR INC
|
Consumer Cyclical | 0.68% | 0.48% |
#33
28
Prev: #61
|
1.3 |
—
|
no change | no change |
P
S
|
38,000 | $2,948,420 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
AOS
SMITH A O CORP
|
Industrials | 0.67% | — |
#34
Prev: #—
|
3.8 |
—
|
46,000 | — |
NEW
|
46,000 | $2,885,120 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
DORM
DORMAN PRODS IN...
|
Consumer Cyclical | 0.66% | 0.53% |
#35
10
Prev: #45
|
1.3 |
—
|
no change | no change |
P
S
|
21,000 | $2,865,450 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
MTCH
MATCH GROUP INC...
|
Communication Services | 0.66% | 0.55% |
#36
3
Prev: #39
|
1.3 |
—
|
no change | no change |
P
S
|
74,800 | $2,846,140 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
INCY
INCYTE CORP
|
Healthcare | 0.65% | 0.57% |
#37
3
Prev: #34
|
1.3 |
—
|
no change | no change |
P
S
|
25,000 | $2,834,000 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
EXPE
EXPEDIA GROUP I...
|
Consumer Cyclical | 0.65% | 0.62% |
#38
9
Prev: #29
|
0.8 |
—
|
-100 | -0.9% |
P
S
|
11,000 | $2,814,680 | 2009 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
ADUS
ADDUS HOMECARE ...
|
Healthcare | 0.65% | — |
#39
Prev: #—
|
3.8 |
—
|
28,000 | — |
NEW
|
28,000 | $2,813,160 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
VTRS
VIATRIS INC
|
Healthcare | 0.63% | 0.56% |
#40
4
Prev: #36
|
1.3 |
—
|
no change | no change |
P
S
|
171,566 | $2,724,468 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
GNTX
GENTEX CORP
|
Consumer Cyclical | 0.61% | — |
#41
Prev: #—
|
3.7 |
—
|
105,000 | — |
NEW
|
105,000 | $2,653,350 | 2016 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
TNET
TRINET GROUP IN...
|
Industrials | 0.60% | — |
#42
Prev: #—
|
3.7 |
—
|
52,500 | — |
NEW
|
52,500 | $2,598,225 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
CDW
CDW CORP
|
Technology | 0.59% | 0.53% |
#43
1
Prev: #44
|
1.2 |
—
|
no change | no change |
P
S
|
18,275 | $2,570,196 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
OSPN
ONESPAN INC
|
Technology | 0.59% | 0.45% |
#44
22
Prev: #66
|
1.2 |
—
|
no change | no change |
P
S
|
177,000 | $2,539,950 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
BMY
BRISTOL-MYERS S...
|
Healthcare | 0.57% | 0.63% |
#45
17
Prev: #28
|
1.2 |
—
|
no change | no change |
P
S
|
43,000 | $2,477,660 | 2000 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
OPCH
OPTION CARE HEA...
|
Healthcare | 0.57% | — |
#46
Prev: #—
|
3.7 |
—
|
118,000 | — |
NEW
|
118,000 | $2,474,460 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
MMS
MAXIMUS INC
|
Industrials | 0.57% | 0.42% |
#47
23
Prev: #70
|
3.2 |
—
|
18,562 | 68.4% |
P
S
|
45,700 | $2,456,832 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
KFY
KORN FERRY
|
Industrials | 0.56% | 0.56% |
#48
11
Prev: #37
|
1.2 |
—
|
no change | no change |
P
S
|
36,800 | $2,450,144 | 2019 Q3 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
UPBD
UPBOUND GROUP I...
|
Technology | 0.55% | 0.49% |
#49
10
Prev: #59
|
1.2 |
—
|
no change | no change |
P
S
|
113,000 | $2,397,860 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
KBR
KBR INC
|
Industrials | 0.55% | 0.46% |
#50
13
Prev: #63
|
2.7 |
—
|
16,700 | 31.8% |
P
S
|
69,200 | $2,389,476 | 2014 Q3 | 13F Filing | 2026-06-30 | 2026-08-05 |
Showing 1-50 of 108 holdings