CLARK ESTATES INC/NY SOLV β€” SOLVENTUM CORP

Ownership history in CLARK ESTATES INC/NY  Β·  4 quarters on record

AI Ownership Summary

CLARK ESTATES INC/NY reported SOLVENTUM CORP (SOLV) in 4 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 4.55% in 2026 Q1. The latest visible filing shows SOLV at 4.55% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SOLV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CLARK ESTATES INC/NY's position in SOLVENTUM CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SOLV was reported at 4.55% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.55% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SOLV stock page CLARK ESTATES INC/NY fund profile CLARK ESTATES INC/NY full holdings
How CLARK ESTATES INC/NY held SOLV β€” position size vs. price
% of Fund (quarterly)    SOLV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 290,000 +75,000 +34.9% 4.55% $18.9M 2026-05-11 $74.12
2025 Q4 ADDED β€” β€” β€” 215,000 +60,000 +38.7% 4.13% $17.0M 2026-02-12 $75.95
2025 Q3 ADDED β€” β€” β€” 155,000 +20,000 +14.8% 2.59% $11.3M 2025-11-10 $71.79
2024 Q1 INITIATED β€” β€” β€” 135,000 β€” β€” 1.55% $9.4M 2024-05-07 $65.56

🏒 Other funds also holding SOLV

As of 2026 Q1 β€” sorted by position size

Mayar Capital Ltd. 3Y 8.3% TERRIL BROTHERS, INC. 3Y 7Y 6.16% NUANCE INVESTMENTS, LLC 3Y 7Y 6.11% DAVIS SELECTED ADVISERS 3Y 7Y 1.9% INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 3Y 1.82% ASO GROUP Ltd 1.72% GENERAL AMERICAN INVESTORS CO INC 3Y 7Y 1.62% Corundum Trust Company, INC 1.47% Strong Tower Advisory Services 3Y 1.38% Pacific Capital Partners Ltd 1.34%

FAQ About CLARK ESTATES INC/NY and SOLV

These are the practical questions this page is built to answer before you even open the full history table.

How long has CLARK ESTATES INC/NY reported owning SOLV?

CLARK ESTATES INC/NY reported SOLV across 4 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported SOLV position in CLARK ESTATES INC/NY's portfolio?

The largest reported portfolio weight for SOLV was 4.55% in 2026 Q1.

What is the latest reported SOLV position on this page?

The most recent filing on this page is 2026 Q1, when CLARK ESTATES INC/NY reported 290,000 shares, equal to 4.55% of portfolio, with an estimated market value of $18.9M.

What does the chart on this SOLV ownership page compare?

The chart compares CLARK ESTATES INC/NY's quarterly SOLV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CLARK ESTATES INC/NY time their SOLV position?

Based on 13F filing dates vs. subsequent SOLV price moves, CLARK ESTATES INC/NY correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on SOLV relative to SPY over the holding period was -10.5%.

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