CLARK ESTATES INC/NY

Q2 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
6/30/2026
Date filed
8/5/2026
Form type
13F-HR
Num holdings
90
Total value ($000)
$433,712
Net value change ($000)
+17,507 (4.2%)
New positions
11
Sold out positions
18
Turnover %
21.6%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VEA 26,438 NEW
HSIC 10,685 1811.0%
UL 4,868 28.0%
BBY 3,316 NEW
AOS 2,885 NEW
ADUS 2,813 NEW
GNTX 2,653 NEW
TNET 2,598 NEW
OPCH 2,474 NEW
EXE 2,325 NEW
Top Reduces (Value $000, Stocks/ETFs)
AVNS -11,838 -100.0%
ECML -10,344 -13.4%
MDT -6,390 -47.6%
IQV -6,152 -37.9%
SOLV -3,507 -18.5%
LNTH -3,186 -100.0%
SNX -2,919 -100.0%
SNN -2,858 -40.9%
NTCT -2,827 -100.0%
BWA -2,333 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type