CLARK ESTATES INC/NY Q1 2025 Filing

Filed May 8, 2025

Portfolio Value

$472.3M

Holdings

94

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (94 positions)

#StockSharesValue% PortfolioType
1
ECMLEA SERIES TRUST
3,151,696$96.6M20.45%
2
BAXBAXTER INTL INC
750,000$25.7M5.44%
3
SNNSMITH & NEPHEW PLC
850,000$24.1M5.11%
4
DNBDUN & BRADSTREET HLDGS INC
2,667,886$23.9M5.05%
5
MDTMEDTRONIC PLC
250,000$22.5M4.76%
6
HLNHALEON PLC
2,000,000$20.6M4.36%
7
KVUEKENVUE INC
850,000$20.4M4.32%
8
DEODIAGEO PLC
185,000$19.4M4.10%
9
IQVIQVIA HLDGS INC
95,200$16.8M3.55%
10
SONYSONY GROUP CORP
600,000$15.2M3.23%
11
ULUNILEVER PLC
235,000$14.0M2.96%
12
BLCOBAUSCH PLUS LOMB CORP
622,000$9.0M1.91%
13
4I1PHILIP MORRIS INTL INC
50,300$8.0M1.69%
14
AVNSAVANOS MED INC
493,880$7.1M1.50%
15
GOOGLALPHABET INC
41,420$6.4M1.36%
16
FISVFISERV INC
25,300$5.6M1.18%
17
CPRXCATALYST PHARMACEUTICALS INC
134,418$3.3M0.69%
18
DDD3-D SYS CORP DEL
1,418,614$3.0M0.64%
19
MDPEDIATRIX MEDICAL GROUP INC
204,613$3.0M0.63%
20
MOALTRIA GROUP INC
48,613$2.9M0.62%
21
GILDGILEAD SCIENCES INC
26,022$2.9M0.62%
22
HSIHEIDRICK & STRUGGLES INTL IN
67,387$2.9M0.61%
23
HALOHALOZYME THERAPEUTICS INC
44,868$2.9M0.61%
24
PRDOPERDOCEO ED CORP
103,403$2.6M0.55%
25
WLYWILEY JOHN & SONS INC
57,252$2.6M0.54%
26
SJMSMUCKER J M CO
20,987$2.5M0.53%
27
NXTNEXTRACKER INC
58,618$2.5M0.52%
28
LNTHLANTHEUS HLDGS INC
25,237$2.5M0.52%
29
GEHCGE HEALTHCARE TECHNOLOGIES I
30,000$2.4M0.51%
30
TAPMOLSON COORS BEVERAGE CO
38,728$2.4M0.50%
31
NXSTNEXSTAR MEDIA GROUP INC
12,457$2.2M0.47%
32
CITHE CIGNA GROUP
6,777$2.2M0.47%
33
CVSCVS HEALTH CORP
32,885$2.2M0.47%
34
DOXAMDOCS LTD
24,076$2.2M0.47%
35
TGNATEGNA INC
116,410$2.1M0.45%
36
INCYINCYTE CORP
34,952$2.1M0.45%
37
BMYBRISTOL-MYERS SQUIBB CO
34,538$2.1M0.45%
38
OMCOMNICOM GROUP INC
25,200$2.1M0.44%
39
WEXWEX INC
13,300$2.1M0.44%
40
TFXTELEFLEX INCORPORATED
15,000$2.1M0.44%
41
PFEPFIZER INC
81,550$2.1M0.44%
42
BBWIBATH & BODY WORKS INC
67,774$2.1M0.43%
43
LEALEAR CORP
22,941$2.0M0.43%
44
MTCHMATCH GROUP INC NEW
64,800$2.0M0.43%
45
CROXCROCS INC
18,960$2.0M0.43%
46
VNTVONTIER CORPORATION
60,674$2.0M0.42%
47
HRMYHARMONY BIOSCIENCES HLDGS IN
60,000$2.0M0.42%
48
TRIPTRIPADVISOR INC
139,795$2.0M0.42%
49
YETIYETI HLDGS INC
59,200$2.0M0.41%
50
LENLENNAR CORP
17,000$2.0M0.41%
51
REZIRESIDEO TECHNOLOGIES INC
109,100$1.9M0.41%
52
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
24,721$1.9M0.40%
53
TDCTERADATA CORP DEL
83,600$1.9M0.40%
54
NSZNETSCOUT SYS INC
88,912$1.9M0.40%
55
MMSMAXIMUS INC
27,138$1.9M0.39%
56
UPBDUPBOUND GROUP INC
77,000$1.8M0.39%
57
HELEHELEN OF TROY LTD
34,200$1.8M0.39%
58
OSKOSHKOSH CORP
19,395$1.8M0.39%
59
KHCKRAFT HEINZ CO
59,124$1.8M0.38%
60
SUXTD SYNNEX CORPORATION
17,299$1.8M0.38%
61
INDIVIOR PLC
186,275$1.8M0.38%
62
7HPHP INC
63,320$1.8M0.37%
63
ALSNALLISON TRANSMISSION HLDGS I
17,750$1.7M0.36%
64
MANMANPOWERGROUP INC WIS
29,309$1.7M0.36%
65
PINCPREMIER INC
87,234$1.7M0.36%
66
CNXCCONCENTRIX CORP
29,142$1.6M0.34%
67
CMCSACOMCAST CORP NEW
43,956$1.6M0.34%
68
W3UWESTERN UN CO
153,024$1.6M0.34%
69
JXC1ZIFF DAVIS INC
43,052$1.6M0.34%
70
BIIBBIOGEN INC
11,796$1.6M0.34%
71
HALHALLIBURTON CO
61,440$1.6M0.33%
72
FTDRFRONTDOOR INC
40,522$1.6M0.33%
73
VTRSVIATRIS INC
171,566$1.5M0.32%
74
STTKSHATTUCK LABS INC
1,475,648$1.4M0.30%
75
HOGHARLEY DAVIDSON INC
54,832$1.4M0.29%
76
DXCDXC TECHNOLOGY CO
80,683$1.4M0.29%
77
EMBCEMBECTA CORP
105,211$1.3M0.28%
78
AWMSKYWORKS SOLUTIONS INC
20,200$1.3M0.28%
79
PVHPVH CORPORATION
19,539$1.3M0.27%
80
BWABORGWARNER INC
43,000$1.2M0.26%
81
XPOFXPONENTIAL FITNESS INC
144,736$1.2M0.26%
82
PGPROCTER AND GAMBLE CO
5,750$979K0.21%
83
THRYTHRYV HLDGS INC
74,390$952K0.20%
84
IBMINTERNATIONAL BUSINESS MACHS
3,055$759K0.16%
85
DHDEFINITIVE HEALTHCARE CORP
239,630$692K0.15%
86
AAPLAPPLE INC
3,111$691K0.15%
87
JNJJOHNSON & JOHNSON
4,105$680K0.14%
88
SPYSPDR S&P 500 ETF TR
1,054$589K0.12%
89
AMZNAMAZON COM INC
2,440$464K0.10%
90
MSFTMICROSOFT CORP
853$320K0.07%
91
VBVANGUARD INDEX FDS
1,350$299K0.06%
92
XOMEXXON MOBIL CORP
2,224$264K0.06%
93
CBCHUBB LIMITED
800$241K0.05%
94
CPNGCOUPANG INC
9,287$203K0.04%