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CLAYTON PARTNERS LLC

Key Manager/Person/CIO: Jason Stankowski
AUM: $151.87 M
13-F Portfolio Value: $137.55 M
Last 13-F Filed: Q1 2026
Concentration in top 10: 50.72%
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Stock Company % Portfolio Shares Held Market Value Change in Shares % Change Quarter End Price Source
ARCCARES CAPITAL CORP-40,000Exited13F
AZNASTRAZENECA PLC-46,139Exited13F
ATKRATKORE INC-10,000Exited13F
FSLRFIRST SOLAR INC-14,983Exited13F
ROCKGIBRALTAR INDS INC-49,652Exited13F
HLXHELIX ENERGY SOLUTIONS GRP I-100,000Exited13F
TWOTWO HBRS INVT CORP-195,000Exited13F
UWMCUWM HOLDINGS CORPORATION-60,000Exited13F