TF
| |
Tarkio Fund | TARKXMutual Fund | |
| Clark Fork Trust | |
| Last update 2026-07-29 | 35 Stocks (0 new) |
| Value $256.00 Mil | Turnover 8 % |
Tarkio Fund Top Holdings of 2026-05-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LUMN | Lumen Technologies Inc | 4,050,125 | 44,510.9 | 0% | 17.350 | 0% | 0.390 | -21.95% | -17.63% | 6,601.3 | Telecommunication Services | |
CGNX | Cognex Corp | 439,125 | 28,916.4 | -0.34% | 11.270 | -0.03% | 0.260 | -6.75% | +71.81% | 10,355.0 | Hardware | |
GE | GE Aerospace | 79,425 | 25,714.6 | -1.97% | 10.030 | -0.23% | 0.010 | -12.02% | +2.30% | 326,074.8 | Aerospace & Defense | |
MTW | Manitowoc Co Inc | 1,303,425 | 15,419.5 | 0% | 6.010 | 0% | 3.630 | +69.70% | +86.41% | 806.0 | Farm & Heavy Construction Machinery | |
GEV | GE Vernova Inc | 15,125 | 14,645.8 | -15.62% | 5.710 | -1.01% | 0.010 | -15.26% | +44.14% | 250,441.5 | Industrial Products | |
MOD | Modine Manufacturing Co | 45,225 | 12,613.7 | -1.09% | 4.920 | -0.05% | 0.090 | -36.54% | +41.35% | 10,023.4 | Vehicles & Parts | |
IP | International Paper Co | 330,925 | 11,076.1 | +67.03% | 4.320 | +1.73% | 0.060 | -5.15% | -9.12% | 18,286.0 | Packaging & Containers | |
BAX | Baxter International Inc | 588,625 | 11,054.4 | +27.51% | 4.310 | +0.93% | 0.110 | +14.67% | +19.48% | 11,787.5 | Medical Devices & Instruments | |
AZTA | Azenta Inc | 479,825 | 10,978.4 | +91.76% | 4.280 | +2.05% | 1.040 | +42.60% | -0.06% | 1,456.2 | Medical Devices & Instruments | |
COHR | Coherent Corp | 23,425 | 8,467.4 | -20.39% | 3.300 | -0.64% | 0.010 | -18.54% | +71.95% | 62,149.3 | Hardware |
Tarkio Fund's Historical Top Holdings Breakdowns
Tarkio Fund's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AZTA | Azenta Inc | 2026-05-31 | Add Add | +2.05% | 16.01 ($21.91) 26.46 | $33.24 | 51.71% | Add 91.76% | 479,825 | 229,600 | |
HNI | HNI Corp | 2026-05-31 | Add Add | +1.99% | 29.25 ($35.31) 43.3 | $46.11 | 30.59% | Add 213.92% | 240,225 | 163,700 | |
IP | International Paper Co | 2026-05-31 | Add Add | +1.73% | 29.38 ($34.68) 42.58 | $34.53 | -0.43% | Add 67.03% | 330,925 | 132,800 | |
ATS | ATS Corp | 2026-05-31 | Reduce Reduce | -1.54% | 27.12 ($31.43) 35.38 | $19.34 | -38.47% | Reduce -79.99% | 29,325 | -117,200 | |
CIEN | Ciena Corp | 2026-05-31 | Reduce Reduce | -1.26% | 294.17 ($472.27) 602.39 | $348.80 | -26.14% | Reduce -38.72% | 13,925 | -8,800 | |
GEV | GE Vernova Inc | 2026-05-31 | Reduce Reduce | -1.01% | 789.23 ($970.13) 1149.53 | $940.33 | -3.07% | Reduce -15.62% | 15,125 | -2,800 | |
BAX | Baxter International Inc | 2026-05-31 | Add Add | +0.93% | 15.8 ($17.64) 19.38 | $22.80 | 29.25% | Add 27.51% | 588,625 | 127,000 | |
TEX | Terex Corp | 2026-05-31 | Reduce Reduce | -0.77% | 54.87 ($60.72) 67.14 | $59.04 | -2.77% | Reduce -79.12% | 7,125 | -27,000 | |
COHR | Coherent Corp | 2026-05-31 | Reduce Reduce | -0.64% | 219.65 ($307.57) 404.94 | $317.36 | 3.18% | Reduce -20.39% | 23,425 | -6,000 | |
FRFHF | Fairfax Financial Holdings Ltd | 2026-05-31 | Reduce Reduce | -0.64% | 1558.99 ($1685.17) 1819.27 | $1,606.70 | -4.66% | Reduce -97.3% | 25 | -900 |
Tarkio Fund Total Holding History ($B)
Tarkio Fund's Asset Allocation
Tarkio Fund Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
Tarkio Fund's Hypothetical Growth since 2026-05-31
Tarkio Fund's Yearly Returns
This information is only displayed for Gurus who publicly disclose audited performance records; most hedge funds and private investment firms do not publish such data or only provide limited historical performance information.
| Year | Portfolio % | % | Excess Gain % |
|---|
Tarkio Fund's Holdings Heat Map
Size field:
Tarkio Fund's Holdings Bubble Chart
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers