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CLAYTON PARTNERS LLC
CLAYTON PARTNERS LLC
Latest filing: 2026-06-30
CLAYTON PARTNERS LLC runs CLAYTON PARTNERS LLC and currently holds 44 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $152.18M. Their top holdings are SNDA, VTOL, FLR, CRC, GOOG. The top five represent 29.0% of reported portfolio weight. CLAYTON PARTNERS LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, CLAYTON PARTNERS LLC initiated 9 new positions. They added to 15 existing positions. They trimmed 11 positions. Their current best-performing preview position is FLEX with returns of +147.59%.
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44 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 SNDA SONIDA SENIOR LIVING INC | 8.49% | $25.59 | $39.55 | +54.55% | Added +1.83% |
 VTOL BRISTOW GROUP INC | 7.81% | $29.56 | $45.31 | +53.28% | Added +12.52% |
 FLR FLUOR CORP | 4.32% | $35.76 | $52.40 | +46.53% | Trimmed -0.42% |
 CRC CALIFORNIA RES CORP | 4.25% | $44.36 | $53.23 | +20.00% | Added +21.64% |
 GOOG ALPHABET INC | 4.11% | $105.21 | $341.75 | +224.83% | Trimmed -10.77% |
 BRK-B BERKSHIRE HATHAWAY INC DEL | 3.97% | $264.41 | $495.77 | +87.50% | Added +0.22% |
 TWLO TWILIO INC | 3.42% | $70.23 | $225.20 | +220.66% | Trimmed -22.67% |
 FLEX FLEX LTD | 3.34% | $18.13 | $110.45 | +509.21% | Trimmed -51.03% |
 WFC WELLS FARGO & CO | 3.22% | $45.75 | $83.85 | +83.28% | Trimmed -14.27% |
 SGOV ISHARES TR | 3.06% | $100.18 | $100.63 | +0.44% | Trimmed -4.12% |
Showing 1-10 of 44