MondegarAI
CLARK ESTATES INC/NY

Q4 2024 · 13F-HR

CLARK ESTATES INC/NYholdings as filed

Filed 2025-02-06 · accession 0001085146-25-000861

$517.4M
Reported value
92
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
02072L466ECMLEA SERIES TRUST$105.4M20.4%3,323,941CommonSOLE
26484T106DNBDUN & BRADSTREET HLDGS INC$27.8M5.37%2,231,990CommonSOLE
071813109BAXBAXTER INTL INC$22.6M4.37%775,000CommonSOLE
G5960L103MDTMEDTRONIC PLC$20.0M3.86%250,000CommonSOLE
83175M205SNNSMITH & NEPHEW PLC$19.7M3.80%800,000CommonSOLE
405552100HLNHALEON PLC$19.1M3.69%2,000,000CommonSOLE
49177J102KVUEKENVUE INC$18.1M3.51%850,000CommonSOLE
835699307SONYSONY GROUP CORP$14.8M2.86%700,000CommonSOLE
904767704UNILEVER PLC$13.3M2.58%235,000CommonSOLE
337738108FISVFISERV INC$11.4M2.20%55,300CommonSOLE
25243Q205DEODIAGEO PLC$10.9M2.10%85,500CommonSOLE
071705107BLCOBAUSCH PLUS LOMB CORP$10.8M2.09%600,000CommonSOLE
718172109PMPHILIP MORRIS INTL INC$10.3M1.98%85,300CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$9.0M1.74%115,000CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$9.0M1.73%42,575CommonSOLE
02079K305GOOGLALPHABET INC$7.8M1.52%41,420CommonSOLE
88554D205DDD3-D SYS CORP DEL$4.7M0.90%1,418,614CommonSOLE
703395103PDCOEURPATTERSON COS INC$4.3M0.83%139,140CommonSOLE
422819102HSIHEIDRICK & STRUGGLES INTL IN$4.1M0.80%93,117CommonSOLE
14888U101CPRXCATALYST PHARMACEUTICALS INC$3.9M0.75%185,743CommonSOLE
30034T103G2CEVERI HLDGS INC$3.8M0.74%282,963CommonSOLE
71363P106PRDOPERDOCEO ED CORP$3.8M0.73%142,886CommonSOLE
58502B106MDPEDIATRIX MEDICAL GROUP INC$3.7M0.72%282,740CommonSOLE
070830104BBWIBATH & BODY WORKS INC$3.6M0.70%93,652CommonSOLE
02209S103MOALTRIA GROUP INC$3.5M0.68%67,060CommonSOLE
968223206WLYWILEY JOHN & SONS INC$3.5M0.67%79,113CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$3.4M0.66%45,399CommonSOLE
83417Q2040OIASOLARWINDS CORP$3.4M0.65%236,315CommonSOLE
45337C102INCYINCYTE CORP$3.3M0.64%48,298CommonSOLE
375558103GILDGILEAD SCIENCES INC$3.3M0.64%35,930CommonSOLE
48123V102ZDZIFF DAVIS INC$3.2M0.62%59,491CommonSOLE
G4766E116INDVINDIVIOR PLC$3.2M0.62%257,400CommonSOLE
76118Y104REZIRESIDEO TECHNOLOGIES INC$3.1M0.61%136,397CommonSOLE
516544103LNTHLANTHEUS HLDGS INC$3.1M0.60%34,874CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CO$3.1M0.59%53,515CommonSOLE
35905A109FTDRFRONTDOOR INC$3.1M0.59%55,995CommonSOLE
88076W103TDCTERADATA CORP DEL$3.1M0.59%98,201CommonSOLE
928881101VNTVONTIER CORPORATION$3.1M0.59%83,841CommonSOLE
29082K105EMBCEMBECTA CORP$3.0M0.58%145,384CommonSOLE
521865204LEALEAR CORP$3.0M0.58%31,700CommonSOLE
40637H109HALOHALOZYME THERAPEUTICS INC$3.0M0.57%62,000CommonSOLE
65290E101NXTNEXTRACKER INC$3.0M0.57%81,000CommonSOLE
92556V106VTRSVIATRIS INC$3.0M0.57%237,074CommonSOLE
87901J105TGNATEGNA INC$2.9M0.57%160,859CommonSOLE
227046109CROXCROCS INC$2.9M0.55%26,200CommonSOLE
693656100PVHPVH CORPORATION$2.9M0.55%27,000CommonSOLE
40434L105HPQHP INC$2.9M0.55%87,498CommonSOLE
896945201TRIPTRIPADVISOR INC$2.9M0.55%193,173CommonSOLE
G02602103DOXAMDOCS LTD$2.8M0.55%33,269CommonSOLE
87162W100SNXTD SYNNEX CORPORATION$2.8M0.54%23,904CommonSOLE
042735100ARWARROW ELECTRS INC$2.7M0.53%24,260CommonSOLE
65336K103NXSTNEXSTAR MEDIA GROUP INC$2.7M0.53%17,214CommonSOLE
681919106OMCOMNICOM GROUP INC$2.7M0.52%31,529CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$2.7M0.52%47,650CommonSOLE
98422X101XPOFXPONENTIAL FITNESS INC$2.7M0.52%200,000CommonSOLE
64115T104NTCTNETSCOUT SYS INC$2.7M0.51%122,862CommonSOLE
57667L107MTCHMATCH GROUP INC NEW$2.7M0.51%81,076CommonSOLE
01973R101ALSNALLISON TRANSMISSION HLDGS I$2.7M0.51%24,527CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$2.6M0.51%34,161CommonSOLE
125523100CITHE CIGNA GROUP$2.6M0.50%9,365CommonSOLE
74051N1022655957DPREMIER INC$2.6M0.49%120,543CommonSOLE
688239201OSKOSHKOSH CORP$2.5M0.49%26,800CommonSOLE
500754106KHCKRAFT HEINZ CO$2.5M0.48%81,700CommonSOLE
09062X103BIIBBIOGEN INC$2.5M0.48%16,300CommonSOLE
001084102AGCOAGCO CORP$2.4M0.46%25,353CommonSOLE
09225M101BSMBLACK STONE MINERALS L P$2.3M0.45%160,368CommonSOLE
56418H100MANMANPOWERGROUP INC WIS$2.3M0.45%40,500CommonSOLE
406216101HALHALLIBURTON CO$2.3M0.45%84,900CommonSOLE
412822108HOGHARLEY DAVIDSON INC$2.3M0.44%75,769CommonSOLE
20030N101CMCSACOMCAST CORP NEW$2.3M0.44%60,740CommonSOLE
G4388N106HELEHELEN OF TROY LTD$2.3M0.44%37,700CommonSOLE
959802109WUWESTERN UN CO$2.2M0.43%211,453CommonSOLE
23355L106DXCDXC TECHNOLOGY CO$2.2M0.43%111,490CommonSOLE
96208T104WEXWEX INC$2.2M0.42%12,264CommonSOLE
126650100CVSCVS HEALTH CORP$2.0M0.39%45,375CommonSOLE
82024L103STTKSHATTUCK LABS INC$1.8M0.35%1,475,648CommonSOLE
20602D101CNXCCONCENTRIX CORP$1.7M0.34%40,270CommonSOLE
76122Q105RGPRESOURCES CONNECTION INC$1.6M0.30%184,495CommonSOLE
886029206THRYTHRYV HLDGS INC$1.5M0.29%102,794CommonSOLE
24477E103DHDEFINITIVE HEALTHCARE CORP$1.4M0.26%331,127CommonSOLE
742718109PGPROCTER AND GAMBLE CO$963,9880.19%5,750CommonSOLE
037833100AAPLAPPLE INC$779,0570.15%3,111CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$671,5810.13%3,055CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$617,7280.12%1,054CommonSOLE
478160104JNJJOHNSON & JOHNSON$593,6650.11%4,105CommonSOLE
023135106AMZNAMAZON COM INC$535,3120.10%2,440CommonSOLE
594918104MSFTMICROSOFT CORP$359,5400.07%853CommonSOLE
922908751VBVANGUARD INDEX FDS$324,3780.06%1,350CommonSOLE
30231G102XOMEXXON MOBIL CORP$239,2360.05%2,224CommonSOLE
81762P102NOWSERVICENOW INC$238,5270.05%225CommonSOLE
H1467J104CBCHUBB LIMITED$221,0400.04%800CommonSOLE
22266T109CPNGCOUPANG INC$204,1280.04%9,287CommonSOLE

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.