CLARK ESTATES INC/NY

CIK 0001056466 · Q1 2026

13F Equity AUM

$416.2M

+1.0% QoQ

Positions

-1 QoQ

AUM Rank

#4,842

Top 39%

Skill Alpha (FF)

-4.5%/yr^ns

No Clear Edge

Rank #7,251 · Top 88%

vs S&P -8.6%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 35.8%Top 10: 53.6%Top 20: 68.1%

ECML18.5%

DIS4.6%

SOLV4.5%

UL4.2%

WMG4.0%

IQV3.9%

AMRZ3.8%

SONY3.4%

HLN3.4%

MDT3.2%

Others (87)46.4%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Healthcare33.6%

Financial Services18.9%

Technology13.5%

Communication Services12.4%

Consumer Defensive7.6%

Consumer Cyclical5.8%

Basic Materials3.8%

Industrials2.5%

Other1.8%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 97Median: 0.52%Avg: 1.03%

0–0.5%

40(10.9%)

0.5–1%

43(25.5%)

1–3%

3(6.8%)

3–5%

10(38.3%)

5%+

1(18.5%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 97Unique: 0vs 20 funds

1.3%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

BlackRock, Inc.

2.4%

MORGAN STANLEY

1.8%

BANK OF AMERICA CORP /DE/

STATE STREET CORP

2.7%

JPMORGAN CHASE & CO

1.9%

VANGUARD CAPITAL MANAGEMENT LLC

2.6%

GEODE CAPITAL MANAGEMENT, LLC

2.6%

FMR LLC

VANGUARD PORTFOLIO MANAGEMENT LLC

3.1%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New13Increased16Decreased5Exited14

New Positions

INDV0.7%

+92K

EXPE0.6%

+11K

KFY0.6%

+37K

ADBE0.5%

+9K

DORM0.5%

+21K

CDW0.5%

+18K

DECK0.5%

+22K

QLYS0.5%

+24K

SSNC0.5%

+31K

TASK0.5%

+311K

Increased

SONY3.4%

+442K(+177%)

WMG4.0%

+375K(+136%)

UL4.2%

+145K(+91%)

SOLV4.5%

+75K(+35%)

JBI0.5%

+58K(+18%)

DIS4.6%

+40K(+25%)

IQV3.9%

+35K(+58%)

BRBR0.4%

+23K(+32%)

SMPL0.4%

+15K(+16%)

HRMY0.6%

+14K(+21%)

Decreased

HLN3.4%

-400,000(-22%)

ECML18.5%

-169,500(-7%)

SNN1.7%

-80,000(-27%)

AVNS2.8%

-43,880(-5%)

AMRZ3.8%

-40,000(-12%)

Exited

PRKS

-300,000

RTO

-200,000

INDIVIOR PLC

-92,300

-18,500

-22,941

-65,000

-19,395

-84,100

-116,410

-18,700

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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