MondegarAI
CLARK ESTATES INC/NY

Q1 2025 · 13F-HR

CLARK ESTATES INC/NYholdings as filed

Filed 2025-05-08 · accession 0001085146-25-002749

$472.3M
Reported value
94
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
02072L466ECMLEA SERIES TRUST$96.6M20.4%3,151,696CommonSOLE
071813109BAXBAXTER INTL INC$25.7M5.44%750,000CommonSOLE
83175M205SNNSMITH & NEPHEW PLC$24.1M5.11%850,000CommonSOLE
26484T106DNBDUN & BRADSTREET HLDGS INC$23.9M5.05%2,667,886CommonSOLE
G5960L103MDTMEDTRONIC PLC$22.5M4.76%250,000CommonSOLE
405552100HLNHALEON PLC$20.6M4.36%2,000,000CommonSOLE
49177J102KVUEKENVUE INC$20.4M4.32%850,000CommonSOLE
25243Q205DEODIAGEO PLC$19.4M4.10%185,000CommonSOLE
46266C105IQVIQVIA HLDGS INC$16.8M3.55%95,200CommonSOLE
835699307SONYSONY GROUP CORP$15.2M3.23%600,000CommonSOLE
904767704UNILEVER PLC$14.0M2.96%235,000CommonSOLE
071705107BLCOBAUSCH PLUS LOMB CORP$9.0M1.91%622,000CommonSOLE
718172109PMPHILIP MORRIS INTL INC$8.0M1.69%50,300CommonSOLE
05350V106AVNSAVANOS MED INC$7.1M1.50%493,880CommonSOLE
02079K305GOOGLALPHABET INC$6.4M1.36%41,420CommonSOLE
337738108FISVFISERV INC$5.6M1.18%25,300CommonSOLE
14888U101CPRXCATALYST PHARMACEUTICALS INC$3.3M0.69%134,418CommonSOLE
88554D205DDD3-D SYS CORP DEL$3.0M0.64%1,418,614CommonSOLE
58502B106MDPEDIATRIX MEDICAL GROUP INC$3.0M0.63%204,613CommonSOLE
02209S103MOALTRIA GROUP INC$2.9M0.62%48,613CommonSOLE
375558103GILDGILEAD SCIENCES INC$2.9M0.62%26,022CommonSOLE
422819102HSIHEIDRICK & STRUGGLES INTL IN$2.9M0.61%67,387CommonSOLE
40637H109HALOHALOZYME THERAPEUTICS INC$2.9M0.61%44,868CommonSOLE
71363P106PRDOPERDOCEO ED CORP$2.6M0.55%103,403CommonSOLE
968223206WLYWILEY JOHN & SONS INC$2.6M0.54%57,252CommonSOLE
832696405SJMSMUCKER J M CO$2.5M0.53%20,987CommonSOLE
65290E101NXTNEXTRACKER INC$2.5M0.52%58,618CommonSOLE
516544103LNTHLANTHEUS HLDGS INC$2.5M0.52%25,237CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$2.4M0.51%30,000CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CO$2.4M0.50%38,728CommonSOLE
65336K103NXSTNEXSTAR MEDIA GROUP INC$2.2M0.47%12,457CommonSOLE
125523100CITHE CIGNA GROUP$2.2M0.47%6,777CommonSOLE
126650100CVSCVS HEALTH CORP$2.2M0.47%32,885CommonSOLE
G02602103DOXAMDOCS LTD$2.2M0.47%24,076CommonSOLE
87901J105TGNATEGNA INC$2.1M0.45%116,410CommonSOLE
45337C102INCYINCYTE CORP$2.1M0.45%34,952CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$2.1M0.45%34,538CommonSOLE
681919106OMCOMNICOM GROUP INC$2.1M0.44%25,200CommonSOLE
96208T104WEXWEX INC$2.1M0.44%13,300CommonSOLE
879369106TFXTELEFLEX INCORPORATED$2.1M0.44%15,000CommonSOLE
717081103PFEPFIZER INC$2.1M0.44%81,550CommonSOLE
070830104BBWIBATH & BODY WORKS INC$2.1M0.44%67,774CommonSOLE
521865204LEALEAR CORP$2.0M0.43%22,941CommonSOLE
57667L107MTCHMATCH GROUP INC NEW$2.0M0.43%64,800CommonSOLE
227046109CROXCROCS INC$2.0M0.43%18,960CommonSOLE
928881101VNTVONTIER CORPORATION$2.0M0.42%60,674CommonSOLE
413197104HRMYHARMONY BIOSCIENCES HLDGS IN$2.0M0.42%60,000CommonSOLE
896945201TRIPTRIPADVISOR INC$2.0M0.42%139,795CommonSOLE
98585X104YETIYETI HLDGS INC$2.0M0.41%59,200CommonSOLE
526057104LENLENNAR CORP$2.0M0.41%17,000CommonSOLE
76118Y104REZIRESIDEO TECHNOLOGIES INC$1.9M0.41%109,100CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$1.9M0.40%24,721CommonSOLE
88076W103TDCTERADATA CORP DEL$1.9M0.40%83,600CommonSOLE
64115T104NTCTNETSCOUT SYS INC$1.9M0.40%88,912CommonSOLE
577933104MMSMAXIMUS INC$1.9M0.39%27,138CommonSOLE
76009N100UPBDUPBOUND GROUP INC$1.8M0.39%77,000CommonSOLE
G4388N106HELEHELEN OF TROY LTD$1.8M0.39%34,200CommonSOLE
688239201OSKOSHKOSH CORP$1.8M0.39%19,395CommonSOLE
500754106KHCKRAFT HEINZ CO$1.8M0.38%59,124CommonSOLE
87162W100SNXTD SYNNEX CORPORATION$1.8M0.38%17,299CommonSOLE
G4766E116INDVINDIVIOR PLC$1.8M0.38%186,275CommonSOLE
40434L105HPQHP INC$1.8M0.37%63,320CommonSOLE
01973R101ALSNALLISON TRANSMISSION HLDGS I$1.7M0.36%17,750CommonSOLE
56418H100MANMANPOWERGROUP INC WIS$1.7M0.36%29,309CommonSOLE
74051N1022655957DPREMIER INC$1.7M0.36%87,234CommonSOLE
20030N101CMCSACOMCAST CORP NEW$1.6M0.34%43,956CommonSOLE
20602D101CNXCCONCENTRIX CORP$1.6M0.34%29,142CommonSOLE
959802109WUWESTERN UN CO$1.6M0.34%153,024CommonSOLE
48123V102ZDZIFF DAVIS INC$1.6M0.34%43,052CommonSOLE
09062X103BIIBBIOGEN INC$1.6M0.34%11,796CommonSOLE
406216101HALHALLIBURTON CO$1.6M0.33%61,440CommonSOLE
35905A109FTDRFRONTDOOR INC$1.6M0.33%40,522CommonSOLE
92556V106VTRSVIATRIS INC$1.5M0.32%171,566CommonSOLE
82024L103STTKSHATTUCK LABS INC$1.4M0.30%1,475,648CommonSOLE
412822108HOGHARLEY DAVIDSON INC$1.4M0.29%54,832CommonSOLE
23355L106DXCDXC TECHNOLOGY CO$1.4M0.29%80,683CommonSOLE
29082K105EMBCEMBECTA CORP$1.3M0.28%105,211CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$1.3M0.28%20,200CommonSOLE
693656100PVHPVH CORPORATION$1.3M0.27%19,539CommonSOLE
099724106BWABORGWARNER INC$1.2M0.26%43,000CommonSOLE
98422X101XPOFXPONENTIAL FITNESS INC$1.2M0.26%144,736CommonSOLE
742718109PGPROCTER AND GAMBLE CO$979,9150.21%5,750CommonSOLE
886029206THRYTHRYV HLDGS INC$952,9360.20%74,390CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$759,6560.16%3,055CommonSOLE
24477E103DHDEFINITIVE HEALTHCARE CORP$692,5310.15%239,630CommonSOLE
037833100AAPLAPPLE INC$691,0460.15%3,111CommonSOLE
478160104JNJJOHNSON & JOHNSON$680,7730.14%4,105CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$589,5970.12%1,054CommonSOLE
023135106AMZNAMAZON COM INC$464,2340.10%2,440CommonSOLE
594918104MSFTMICROSOFT CORP$320,2080.07%853CommonSOLE
922908751VBVANGUARD INDEX FDS$299,3620.06%1,350CommonSOLE
30231G102XOMEXXON MOBIL CORP$264,5000.06%2,224CommonSOLE
H1467J104CBCHUBB LIMITED$241,5920.05%800CommonSOLE
22266T109CPNGCOUPANG INC$203,6640.04%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.