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Funds / Clark Estates Inc/Ny
Institutional Fund

Clark Estates Inc/Ny

New York, NYCIK 10564665 filings on record

Portfolio Value
$416.21M
Q1 2026
Holdings
97
Reported positions
New Buys
13
Opened this quarter
QoQ Change
+1.0%
from $412.10M

Portfolio Value Trend

Reported 13F value by quarter

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Top Allocations

Largest positions by weight

  • Ea Series Trust18.5%
  • Disney Walt Co4.6%
  • Solventum Corp4.5%
  • Unilever PLC4.2%
  • Warner Music Group Corp4.0%
  • Iqvia Hldgs Inc3.9%
  • Other60.3%

Portfolio Holdings

97 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Ea Series Trust2.12M$77.00M18.5%169.5KReduced
2Disney Walt Co200.0K$19.28M4.6%+40.0KAdded
3Solventum Corp290.0K$18.94M4.5%+75.0KAdded
4Unilever PLC305.0K$17.38M4.2%+145.0KAdded
5Warner Music Group Corp650.0K$16.60M4.0%+375.0KAdded
6Iqvia Hldgs Inc95.2K$16.24M3.9%+35.0KAdded
7Amrize Ltd285.0K$15.97M3.8%40.0KReduced
8Sony Group Corp691.6K$14.32M3.4%+441.6KAdded
9Haleon PLC1.40M$14.01M3.4%400.0KReduced
10Medtronic PLC155.0K$13.43M3.2%0Held

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