StockDriftsStockDriftsTop 50 Clark Estates INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ECML | EA SERIES TRUST | 15.37% | 1.72M | $66.7M | -18.72%(-396.70K) | $27.66(+50.20%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 6.1% | 371.1K | $26.4M | new | $66.64(+11.06%) | 2026-06-30 | |
| UL | UNILEVER PLC | 5.13% | 370.0K | $22.2M | +21.31%(+65.00K) | $59.93(+3.61%) | 2026-06-30 | |
| DIS | DISNEY WALT CO | 4.44% | 200.0K | $19.3M | +0.00%(+0) | $110.39(-4.36%) | 2026-06-30 | |
| AMRZ | AMRIZE LTD | 3.99% | 325.0K | $17.3M | +14.04%(+40.00K) | $49.75(-8.08%) | 2026-06-30 | |
| SONY | SONY GROUP CORP | 3.82% | 825.0K | $16.5M | +19.29%(+133.40K) | $21.42(+13.41%) | 2026-06-30 | |
| HLN | HALEON PLC | 3.66% | 1.70M | $15.9M | +21.43%(+300.00K) | $6.78(+42.97%) | 2026-06-30 | |
| SOLV | SOLVENTUM CORP | 3.56% | 200.0K | $15.4M | -31.03%(-90.00K) | $71.95(+20.17%) | 2026-06-30 | |
| BLCO | BAUSCH PLUS LOMB CORP | 3.36% | 881.0K | $14.6M | +6.79%(+56.00K) | $15.15(+12.51%) | 2026-06-30 | |
| WMG | WARNER MUSIC GROUP CORP | 3.34% | 535.0K | $14.5M | -17.69%(-115.00K) | $29.91(-14.24%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +4.48% | +14.04% | +0.10% | +0.49% |
| Top 20 Holdings Unweighted | +3.98% | +12.42% | +2.07% | +10.80% |
Clark Estates INC reports $433.71M in US-listed equity holdings across 90 positions in its most recent 13F filing. Its largest disclosed positions are ECML (15.4%), VEA (6.1%) and UL (5.1%). The top 20 holdings account for 67.19% of reported assets. Its disclosed equity book has returned +14.04% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Clark Estates INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1056466). View Clark Estates INC’s 13F filings on SEC