CLARK ESTATES INC/NY
SEC Form 13F institutional filer · CIK 0001056466
13F-HR · 37 reported holdings · 2026-03-31
Reported long-US-equity value
$0.12B
Top-10 concentration
73.0%
CLARK ESTATES INC/NY — $117M AUM allocation strategy
CLARK ESTATES INC/NY files SEC Form 13F and reports $117M of long US equity value across 37 reported holdings for 2026-03-31.
Its largest sector bet is Health Care 55.7%, followed by Communication Services 19.8% and Consumer Staples 6.3%.
The top 10 holdings account for 73% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
CLARK ESTATES INC/NY — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$117M
total across 37 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
73% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$SOLV +75K sh · +$1.9M+$DIS +40K sh · +$1.07M+$IQV +35K sh · +$2.67M
Exited to nil (held last quarter, gone now)
$SLB ($2.49M last qtr)$HAL ($2.38M last qtr)$LEN ($1.85M last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Movies & Entertainment16.4%—
- Health Care Technology16.2%—
- Life Sciences Tools & Services13.9%—
- Health Care Equipment11.5%—
- Biotechnology7.5%—
- Pharmaceuticals6.6%—
- Tobacco2.7%—
- Hotels, Resorts & Cruise Lines2.2%—
- Other holdings23.0%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $DIS | Walt Disney Company | 200K | $19.3M | +40K | 16.5% |
| $SOLV | Solventum Corporation | 290K | $18.9M | +75K | 16.2% |
| $IQV | IQVIA Holdings Inc | 95.2K | $16.2M | +35K | 13.9% |
| $MDT | Medtronic plc | 155K | $13.4M | +0 | 11.5% |
| $GILD | Gilead Sciences Inc | 26K | $3.63M | +0 | 3.1% |
| $MO | Altria Group Inc | 48.6K | $3.21M | +0 | 2.7% |
| $BIIB | Biogen Inc | 15.3K | $2.8M | +0 | 2.4% |
| $PFE | Pfizer Inc | 96.8K | $2.72M | +0 | 2.3% |
| $BMY | Bristol-Myers Squibb Company | 43K | $2.61M | +0 | 2.2% |
| $EXPE | Expedia Group Inc | 11.1K | $2.56M | — | 2.2% |
…and 27 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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