1y return+11.2%S&P 500 +20.9%
3y return+20.4%S&P 500 +68.5%
5y return+5.9%S&P 500 +74.5%
10y return+86.3%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $186 against $357 in the S&P 500.2
Clark Estates Inc/nyS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| ECMLEa Series Trust | $66.7M | 15.4% | −18.7% |
| VEAVanguard Tax-managed Fds | $26.4M | 6.1% | New |
| ULUnilever PLC | $22.2M | 5.1% | +21.3% |
| DISDisney Walt Co | $19.2M | 4.4% | |
| Amrize LtdCUSIP H2927K103 | $17.3M | 4.0% | +14.0% |
| SONYSony Group Corp | $16.5M | 3.8% | +19.3% |
| HLNHaleon PLC | $15.9M | 3.7% | +21.4% |
| SOLVSolventum Corp | $15.4M | 3.6% | −31.0% |
| BLCOBausch Plus Lomb Corp | $14.6M | 3.4% | +6.8% |
| WMGWarner Music Group Corp | $14.5M | 3.3% | −17.7% |
| HSICSchein Henry Inc | $11.3M | 2.6% | +1587.5% |
| IQVIqvia Hldgs Inc | $10.1M | 2.3% | −45.2% |
| STTKShattuck Labs Inc | $9.9M | 2.3% | −3.1% |
| Medtronic PLCCUSIP G5960L103 | $7.0M | 1.6% | −41.9% |
| WLYWiley John & Sons Inc | $4.6M | 1.1% | +40.9% |
| DDD3d Sys Corp Del | $4.3M | 1.0% | |
| SNNSmith & Nephew PLC | $4.1M | 1.0% | −34.8% |
| MDPediatrix Medical Group Inc | $3.9M | 0.9% | +18.6% |
| INDVIndivior Pharmaceuticals Inc | $3.8M | 0.9% | |
| Catalyst Pharmaceuticals IncCUSIP 14888U101 | $3.6M | 0.8% | |
| HALOHalozyme Therapeutics Inc | $3.5M | 0.8% | |
| MOAltria Group Inc | $3.5M | 0.8% | |
| CROXCrocs Inc | $3.5M | 0.8% | |
| BBYBest Buy Inc | $3.3M | 0.8% | New |
| BIIBBiogen Inc | $3.3M | 0.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| MDPediatrix Medical Group Inc | December 31, 2023 | +172.4% | $3.9M |
| Catalyst Pharmaceuticals IncCUSIP 14888U101 | September 30, 2023 | +168.9% | $3.6M |
| INCYIncyte Corp | June 30, 2024 | +87.0% | $2.8M |
| MOAltria Group Inc | June 30, 2020 | +83.3% | $3.5M |
| GILDGilead Sciences Inc | June 30, 2020 | +64.2% | $3.3M |
| HALOHalozyme Therapeutics Inc | December 31, 2024 | +63.7% | $3.5M |
| CROXCrocs Inc | March 31, 2022 | +57.9% | $3.5M |
| HLNHaleon PLC | September 30, 2022 | +53.2% | $15.9M |
| FTDRFrontdoor Inc | March 31, 2026 | +46.8% | $2.9M |
| WKCWorld Kinect Corporation | December 31, 2025 | +40.6% | $3.0M |
Sold off last quarter
- Avanos Med IncCUSIP 05350V106 was $11.8M
- LNTHLantheus Hldgs Inc was $3.2M
- SNXTd Synnex Corporation was $2.9M
- NTCTNetscout Sys Inc was $2.8M
- BWABorgwarner Inc was $2.3M
- NXSTNexstar Media Group Inc was $2.3M
- YETIYeti Hldgs Inc was $2.2M
- QLYSQualys Inc was $2.1M
- ALSNAllison Transmission Hldgs I was $2.1M
- SJMSmucker J M Co was $2.0M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.4% | +14.8% |
| March 31, 2026 | −2.0% | −4.6% |
| December 31, 2025 | −0.1% | +2.4% |
| September 30, 2025 | +4.9% | +7.8% |
| June 30, 2025 | −1.7% | +10.5% |
| March 31, 2025 | −0.8% | −4.6% |
| December 31, 2024 | −3.7% | +2.1% |
| September 30, 2024 | +13.9% | +5.4% |
| June 30, 2024 | −6.7% | +4.0% |
| March 31, 2024 | +5.3% | +10.0% |
| December 31, 2023 | +10.1% | +11.2% |
| September 30, 2023 | −6.4% | −3.6% |
| June 30, 2023 | +3.2% | +8.3% |
| March 31, 2023 | +6.6% | +7.0% |
| December 31, 2022 | +10.8% | +7.1% |
| September 30, 2022 | −10.0% | −5.3% |
| June 30, 2022 | −10.6% | −16.5% |
| March 31, 2022 | −4.2% | −4.9% |
| December 31, 2021 | +0.8% | +10.7% |
| September 30, 2021 | −7.0% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Clark Estates Inc/ny Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1056466&type=13F-HR&dateb=&owner=include&count=40CIK 1056466
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1056466/000105646626000006/Filed August 5, 2026 · accession 0001056466-26-000006