MondegarAI
CLARK ESTATES INC/NY

Q3 2024 · 13F-HR

CLARK ESTATES INC/NYholdings as filed

Filed 2024-11-13 · accession 0001085146-24-005626

$537.3M
Reported value
90
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
02072L466ECMLEA SERIES TRUST$114.2M21.3%3,338,666CommonSOLE
26484T106DNBDUN & BRADSTREET HLDGS INC$26.0M4.84%2,260,100CommonSOLE
G5960L103MDTMEDTRONIC PLC$24.8M4.61%275,000CommonSOLE
49177J102KVUEKENVUE INC$22.0M4.09%950,000CommonSOLE
83175M205SNNSMITH & NEPHEW PLC$21.3M3.97%685,000CommonSOLE
405552100HLNHALEON PLC$21.2M3.94%2,000,000CommonSOLE
904767704UNILEVER PLC$15.3M2.84%235,000CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$13.9M2.59%58,575CommonSOLE
071705107BLCOBAUSCH PLUS LOMB CORP$13.3M2.47%687,500CommonSOLE
337738108FISVFISERV INC$11.7M2.18%65,300CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$10.8M2.01%115,000CommonSOLE
718172109PMPHILIP MORRIS INTL INC$10.4M1.93%85,300CommonSOLE
02079K305GOOGLALPHABET INC$8.5M1.59%51,420CommonSOLE
835699307SONYSONY GROUP CORP$7.2M1.35%75,000CommonSOLE
82024L103STTKSHATTUCK LABS INC$5.2M0.96%1,475,648CommonSOLE
35905A109FTDRFRONTDOOR INC$4.5M0.84%93,500CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$4.4M0.81%12,200CommonSOLE
516544103LNTHLANTHEUS HLDGS INC$4.3M0.80%39,100CommonSOLE
968223206WLYWILEY JOHN & SONS INC$4.3M0.80%88,700CommonSOLE
30034T103G2CEVERI HLDGS INC$4.2M0.78%317,250CommonSOLE
14888U101CPRXCATALYST PHARMACEUTICALS INC$4.1M0.77%208,250CommonSOLE
422819102HSIHEIDRICK & STRUGGLES INTL IN$4.1M0.76%104,400CommonSOLE
88554D205DDD3-D SYS CORP DEL$4.0M0.75%1,418,614CommonSOLE
01973R101ALSNALLISON TRANSMISSION HLDGS I$4.0M0.75%41,850CommonSOLE
45867G101IDCCINTERDIGITAL INC$3.9M0.73%27,750CommonSOLE
G39108108GTESGATES INDL CORP PLC$3.9M0.72%219,600CommonSOLE
00508Y102AYIACUITY BRANDS INC$3.8M0.71%13,950CommonSOLE
02209S103MOALTRIA GROUP INC$3.8M0.71%75,150CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$3.8M0.71%25,650CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$3.8M0.70%50,900CommonSOLE
92240M108VGREURVECTOR GROUP LTD$3.8M0.70%253,100CommonSOLE
58502B106MDPEDIATRIX MEDICAL GROUP INC$3.7M0.68%317,000CommonSOLE
681919106OMCOMNICOM GROUP INC$3.7M0.68%35,350CommonSOLE
125523100CITHE CIGNA GROUP$3.6M0.68%10,500CommonSOLE
042735100ARWARROW ELECTRS INC$3.6M0.67%27,200CommonSOLE
45337C102INCYINCYTE CORP$3.6M0.67%54,150CommonSOLE
71363P106PRDOPERDOCEO ED CORP$3.6M0.66%160,200CommonSOLE
40434L105HPQHP INC$3.5M0.65%98,100CommonSOLE
83417Q2040OIASOLARWINDS CORP$3.5M0.64%264,950CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CO$3.5M0.64%60,000CommonSOLE
57667L107MTCHMATCH GROUP INC NEW$3.4M0.64%90,900CommonSOLE
375558103GILDGILEAD SCIENCES INC$3.4M0.63%40,275CommonSOLE
070830104BBWIBATH & BODY WORKS INC$3.4M0.62%105,000CommonSOLE
88076W103TDCTERADATA CORP DEL$3.3M0.62%110,100CommonSOLE
412822108HOGHARLEY DAVIDSON INC$3.3M0.61%84,950CommonSOLE
G02602103DOXAMDOCS LTD$3.3M0.61%37,300CommonSOLE
227046109CROXCROCS INC$3.3M0.61%22,500CommonSOLE
48123V102ZDZIFF DAVIS INC$3.2M0.60%66,700CommonSOLE
87162W100SNXTD SYNNEX CORPORATION$3.2M0.60%26,800CommonSOLE
500754106KHCKRAFT HEINZ CO$3.2M0.60%91,600CommonSOLE
17275R102CSCOCISCO SYS INC$3.2M0.60%60,150CommonSOLE
65336K103NXSTNEXSTAR MEDIA GROUP INC$3.2M0.59%19,300CommonSOLE
896945201TRIPTRIPADVISOR INC$3.1M0.58%216,580CommonSOLE
09062X103BIIBBIOGEN INC$3.1M0.58%16,150CommonSOLE
92556V106VTRSVIATRIS INC$3.1M0.57%265,800CommonSOLE
76118Y104REZIRESIDEO TECHNOLOGIES INC$3.1M0.57%152,925CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$3.0M0.56%30,625CommonSOLE
64115T104NTCTNETSCOUT SYS INC$3.0M0.56%137,750CommonSOLE
876030107TPRTAPESTRY INC$3.0M0.56%63,700CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$3.0M0.55%38,300CommonSOLE
96208T104WEXWEX INC$2.9M0.54%13,750CommonSOLE
87901J105TGNATEGNA INC$2.8M0.53%180,350CommonSOLE
20030N101CMCSACOMCAST CORP NEW$2.8M0.53%68,100CommonSOLE
959802109WUWESTERN UN CO$2.8M0.53%237,075CommonSOLE
001084102AGCOAGCO CORP$2.8M0.52%28,425CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$2.8M0.51%53,400CommonSOLE
09225M101BSMBLACK STONE MINERALS L P$2.7M0.51%179,800CommonSOLE
74051N1022655957DPREMIER INC$2.7M0.50%135,150CommonSOLE
56418H100MANMANPOWERGROUP INC WIS$2.7M0.50%36,300CommonSOLE
23355L106DXCDXC TECHNOLOGY CO$2.6M0.48%125,000CommonSOLE
406216101HALHALLIBURTON CO$2.5M0.47%87,700CommonSOLE
G4766E116INDVINDIVIOR PLC$2.5M0.46%254,100CommonSOLE
126650100CVSCVS HEALTH CORP$2.4M0.44%37,875CommonSOLE
20602D101CNXCCONCENTRIX CORP$2.3M0.43%45,150CommonSOLE
29082K105EMBCEMBECTA CORP$2.3M0.43%163,000CommonSOLE
76122Q105RGPRESOURCES CONNECTION INC$2.0M0.37%206,850CommonSOLE
886029206THRYTHRYV HLDGS INC$2.0M0.37%115,250CommonSOLE
24477E103DHDEFINITIVE HEALTHCARE CORP$1.7M0.31%371,250CommonSOLE
742718109PGPROCTER AND GAMBLE CO$995,9000.19%5,750CommonSOLE
037833100AAPLAPPLE INC$724,8630.13%3,111CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$675,3990.13%3,055CommonSOLE
478160104JNJJOHNSON & JOHNSON$665,2560.12%4,105CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$604,7430.11%1,054CommonSOLE
023135106AMZNAMAZON COM INC$454,6450.08%2,440CommonSOLE
594918104MSFTMICROSOFT CORP$367,0460.07%853CommonSOLE
922908751VBVANGUARD INDEX FDS$320,2340.06%1,350CommonSOLE
30231G102XOMEXXON MOBIL CORP$260,6970.05%2,224CommonSOLE
H1467J104CBCHUBB LIMITED$230,7120.04%800CommonSOLE
22266T109CPNGCOUPANG INC$227,9960.04%9,287CommonSOLE
81762P102NOWSERVICENOW INC$201,2380.04%225CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.