Clark Estates INC
Annual return '25
+23.9%
SPY '25
+17.7%
Alpha
+6.2ptsvs SPY
Invested
$416.2M
Holdings
97
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$ECML
EA SERIES TRUST
Q1 2026: Exited (was 2.29M shares)
18.5%
02
$DIS
DISNEY WALT CO
Q1 2026: Exited (was 160.0k shares)
4.6%
03
$SOLV
SOLVENTUM CORP
Q1 2026: Exited (was 215.0k shares)
4.5%
04
$UL
UNILEVER PLC
Q1 2026: Exited (was 160.0k shares)
4.2%
05
$WMG
WARNER MUSIC GROUP CORP
Q1 2026: Exited (was 275.0k shares)
4.0%
06
$IQV
IQVIA HLDGS INC
Q1 2026: Exited (was 60.2k shares)
3.9%
07
$AMRZ
AMRIZE LTD
Q1 2026: Exited (was 325.0k shares)
3.8%
08
$SONY
SONY GROUP CORP
Q1 2026: Exited (was 250.0k shares)
3.4%
09
$HLN
HALEON PLC
Q1 2026: Exited (was 1.80M shares)
3.4%
10
$MDT
MEDTRONIC PLC
Q1 2026: Exited (was 155.0k shares)
3.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:11 UTC.