CLARK ESTATES INC/NY

13F filer, CIK 1056466, NEW YORK, NY

CLARK ESTATES INC/NY reported $537,320,832 across 90 holdings for the quarter ended 2024-09-30, in a 13F-HR filed 2024-11-13. Its ten largest share positions make up 52.79% of the portfolio.

Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC13F-HR 0001085146-24-005626

Period: 2024-09-30
Reported value: $537M
Holdings: 90
Top 10 weight: 52.79%
New: 8
Sold out: 4

Largest buys vs the previous quarter

Security	Shares change	Approx. value
SONYnew	+75,000	$7.24M
BBWInew	+105,000	$3.35M
TDCnew	+110,100	$3.34M
TRIPnew	+216,580	$3.14M
BIIBnew	+16,150	$3.13M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
PMreduced	-140,000	-$17M
UNILEVER PLCreduced	-140,000	-$9.09M
GEHCreduced	-75,123	-$7.05M
HLNreduced	-650,000	-$6.88M
FISVreduced	-35,000	-$6.29M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2024

Share positions as resolved from 13F-HR 0001085146-24-005626, largest first. % of portfolio is the value over $537,320,832, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
ECMLEA SERIES TRUST	3,338,666	$114M	21.26%	-21,275	Timeline
DUN & BRADSTREET HLDGS INCDUN & BRADSTREET HLDGS INC	2,260,100	$26M	4.84%	-320,900
MDTMEDTRONIC PLC	275,000	$24.8M	4.61%	0	Timeline
KVUEKENVUE INC	950,000	$22M	4.09%	-50,000	Timeline
SNNSMITH & NEPHEW PLC	685,000	$21.3M	3.97%	-65,000	Timeline
HLNHALEON PLC	2,000,000	$21.2M	3.94%	-650,000	Timeline
UNILEVER PLCUNILEVER PLC	235,000	$15.3M	2.84%	-140,000
LHXL3HARRIS TECHNOLOGIES INC	58,575	$13.9M	2.59%	-21,500	Timeline
BLCOBAUSCH PLUS LOMB CORP	687,500	$13.3M	2.47%	-31,000	Timeline
FISVFISERV INC	65,300	$11.7M	2.18%	-35,000	Timeline
GEHCGE HEALTHCARE TECHNOLOGIES I	115,000	$10.8M	2.01%	-75,123	Timeline
PMPHILIP MORRIS INTL INC	85,300	$10.4M	1.93%	-140,000	Timeline
GOOGLALPHABET INC	51,420	$8.53M	1.59%	-10,000	Timeline
SONYSONY GROUP CORP	75,000	$7.24M	1.35%	new	Timeline
STTKSHATTUCK LABS INC	1,475,648	$5.15M	0.96%	0	Timeline
FTDRFRONTDOOR INC	93,500	$4.49M	0.84%	-7,600	Timeline
UTHRUNITED THERAPEUTICS CORP DEL	12,200	$4.37M	0.81%	-1,000	Timeline
LNTHLANTHEUS HLDGS INC	39,100	$4.29M	0.8%	-8,200	Timeline
WLYWILEY JOHN & SONS INC	88,700	$4.28M	0.8%	-7,100	Timeline
EVERI HLDGS INCEVERI HLDGS INC	317,250	$4.17M	0.78%	-64,500
CPRXCATALYST PHARMACEUTICALS INC	208,250	$4.14M	0.77%	-16,700	Timeline
HSIIHEIDRICK & STRUGGLES INTL IN	104,400	$4.06M	0.76%	-8,400	Timeline
DDD3D SYS CORP DEL	1,418,614	$4.03M	0.75%	0	Timeline
ALSNALLISON TRANSMISSION HLDGS I	41,850	$4.02M	0.75%	-3,400	Timeline
IDCCINTERDIGITAL INC	27,750	$3.93M	0.73%	-2,250	Timeline
GTESGATES INDL CORP PLC	219,600	$3.85M	0.72%	-17,600	Timeline
AYIACUITY INC	13,950	$3.84M	0.71%	-1,150	Timeline
MOALTRIA GROUP INC	75,150	$3.84M	0.71%	-6,000	Timeline
EXPEEXPEDIA GROUP INC	25,650	$3.8M	0.71%	-2,100	Timeline
SSNCSS&C TECH HLDGS	50,900	$3.78M	0.7%	-4,100	Timeline
VECTOR GROUP LTDVECTOR GROUP LTD	253,100	$3.78M	0.7%	-20,300
MDPEDIATRIX MEDICAL GROUP INC	317,000	$3.67M	0.68%	-25,500	Timeline
OMCOMNICOM GROUP INC	35,350	$3.65M	0.68%	-2,900	Timeline
CITHE CIGNA GROUP	10,500	$3.64M	0.68%	-900	Timeline
ARWARROW ELECTRS INC	27,200	$3.61M	0.67%	-2,200	Timeline
INCYINCYTE CORP	54,150	$3.58M	0.67%	-4,400	Timeline
PRDOPERDOCEO ED CORP	160,200	$3.56M	0.66%	-12,900	Timeline
HPQHP INC	98,100	$3.52M	0.65%	-7,900	Timeline
SOLARWINDS CORPSOLARWINDS CORP	264,950	$3.46M	0.64%	-21,300
TAPMOLSON COORS BEVERAGE CO	60,000	$3.45M	0.64%	+9,200	Timeline
MTCHMATCH GROUP INC NEW	90,900	$3.44M	0.64%	-7,300	Timeline
GILDGILEAD SCIENCES INC	40,275	$3.38M	0.63%	-3,300	Timeline
BBWIBATH & BODY WORKS INC	105,000	$3.35M	0.62%	new	Timeline
TDCTERADATA CORP DEL	110,100	$3.34M	0.62%	new	Timeline
HOGHARLEY DAVIDSON INC	84,950	$3.27M	0.61%	-6,800	Timeline
DOXAMDOCS LTD	37,300	$3.26M	0.61%	-3,000	Timeline
CROXCROCS INC	22,500	$3.26M	0.61%	-1,800	Timeline
ZDZIFF DAVIS INC	66,700	$3.25M	0.6%	+17,325	Timeline
SNXTD SYNNEX CORPORATION	26,800	$3.22M	0.6%	-2,200	Timeline
KHCKRAFT HEINZ CO	91,600	$3.22M	0.6%	-7,400	Timeline
CSCOCISCO SYS INC	60,150	$3.2M	0.6%	-4,850	Timeline
NXSTNEXSTAR MEDIA GROUP INC	19,300	$3.19M	0.59%	-1,600	Timeline
TRIPTRIPADVISOR INC	216,580	$3.14M	0.58%	new	Timeline
BIIBBIOGEN INC	16,150	$3.13M	0.58%	new	Timeline
VTRSVIATRIS INC	265,800	$3.09M	0.57%	-21,300	Timeline
REZIRESIDEO TECHNOLOGIES INC	152,925	$3.08M	0.57%	-12,300	Timeline
SWKSSKYWORKS SOLUTIONS INC	30,625	$3.02M	0.56%	-2,500	Timeline
NTCTNETSCOUT SYS INC	137,750	$3M	0.56%	-11,100	Timeline
TPRTAPESTRY INC	63,700	$2.99M	0.56%	-5,150	Timeline
CTSHCOGNIZANT TECHNOLOGY SOLUTIO	38,300	$2.96M	0.55%	-3,100	Timeline
WEXWEX INC	13,750	$2.88M	0.54%	-1,100	Timeline
TGNATEGNA INC	180,350	$2.85M	0.53%	-14,500	Timeline
CMCSACOMCAST CORP NEW	68,100	$2.84M	0.53%	-5,450	Timeline
WUWESTERN UN CO	237,075	$2.83M	0.53%	-19,000	Timeline
AGCOAGCO CORP	28,425	$2.78M	0.52%	-2,300	Timeline
BMYBRISTOL-MYERS SQUIBB CO	53,400	$2.76M	0.51%	-4,300	Timeline
BSMBLACK STONE MINERALS L P	179,800	$2.71M	0.51%	-14,425	Timeline
PREMIER INCPREMIER INC	135,150	$2.7M	0.5%	-10,900
MANMANPOWERGROUP INC WIS	36,300	$2.67M	0.5%	-2,950	Timeline
DXCDXC TECHNOLOGY CO	125,000	$2.59M	0.48%	-10,000	Timeline
HALHALLIBURTON CO	87,700	$2.55M	0.47%	-7,050	Timeline
INDIVIOR PLCINDIVIOR PLC	254,100	$2.48M	0.46%	new
CVSCVS HEALTH CORP	37,875	$2.38M	0.44%	-3,800	Timeline
CNXCCONCENTRIX CORP	45,150	$2.31M	0.43%	+900	Timeline
EMBCEMBECTA CORP	163,000	$2.3M	0.43%	-13,100	Timeline
RGPRESOURCES CONNECTION INC	206,850	$2.01M	0.37%	-16,600	Timeline
THRYTHRYV HLDGS INC	115,250	$1.99M	0.37%	+2,200	Timeline
DHDEFINITIVE HEALTHCARE CORP	371,250	$1.66M	0.31%	-29,800	Timeline
PGPROCTER & GAMBLE CO	5,750	$996K	0.19%	0	Timeline
AAPLAPPLE INC	3,111	$725K	0.13%	0	Timeline
IBMINTERNATIONAL BUSINESS MACHS	3,055	$675K	0.13%	0	Timeline
JNJJOHNSON & JOHNSON	4,105	$665K	0.12%	0	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	1,054	$605K	0.11%	0	Timeline
AMZNAMAZON COM INC	2,440	$455K	0.08%	0	Timeline
MSFTMICROSOFT CORP	853	$367K	0.07%	0	Timeline
VBVANGUARD INDEX FDS	1,350	$320K	0.06%	0	Timeline
XOMEXXON MOBIL CORP	2,224	$261K	0.05%	0	Timeline
CBCHUBB LIMITED	800	$231K	0.04%	0	Timeline
CPNGCOUPANG INC	9,287	$228K	0.04%	new	Timeline
NOWSERVICENOW INC	225	$201K	0.04%	new	Timeline

Sold out in Q3 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
CVSACOVISTA INC	60,400	$4.12M	shares
EBAYEBAY INC.	72,400	$3.89M	shares
ABMABM INDS INC	76,500	$3.87M	shares
AMWDAMERICAN WOODMARK CORP	38,875	$3.06M	shares

How Q3 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001085146-24-005626	base		2024-11-13	acceptance time not in the bulk data set	2026-10-07 18:26:56 UTC