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Clark Estates Inc/ny
Clark Estates, Inc. is a single-family office headquartered in New York, founded in 1946, managing the business and diversified financial interests of the Clark family. The firm focuses on stewardship, family governance, and disciplined risk oversight, helping preserve and grow a multigenerational legacy. It serves as a private investment office for the Clark family, supporting their investments, philanthropy, and financial planning, with approximately 11-50 employees.
Investment Strategy
Clark Estates maintains a diversified portfolio across asset classes with an emphasis on stewardship and disciplined long-term capital allocation. The firm invests in public equities, fixed income, and selectively in private opportunities, supporting multi-generational value preservation and prudent risk management. Its approach stresses governance and governance-driven investment discipline tailored to the needs and goals of the Clark family.
Latest 13F Filing Activity
Clark Estates Inc/ny filed their most recent 13F report on Jun 30, 2025 disclosing 96 equity positions with a total 13F market value of $446M. The fund increased holdings in Disney Walt Co., Iqvia HLDGS Inc., Fiserv Inc. among other positions. Clark Estates Inc/ny reduced exposure to Dun & Bradstreet HLDGS Inc., Philip Morris Intl Inc., Alphabet Inc. among others.
Top Holdings
Equity Positions (96)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
E ECML | EA SERIES TRUST | 21.32% | $95.0M | 3,085,507 | $27.66 | $30.80 | -$1.5M |
I IQV | IQVIA HLDGS INC | 5.49% | $24.5M | 155,200 | $169.07 | $157.59 | +$7.7M |
B BAX | BAXTER INTL INC | 5.47% | $24.4M | 805,000 | $29.24 | $30.28 | -$1.3M |
M MDT | MEDTRONIC PLC | 4.89% | $21.8M | 250,000 | $91.21 | $87.17 | -$672.5K |
S SNN | SMITH & NEPHEW PLC | 4.64% | $20.7M | 675,000 | $26.23 | $30.63 | -$3.4M |
Industry Allocation
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