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CLAYTON PARTNERS LLC

Key Manager/Person/CIO: Jason Stankowski

AUM: $151.87 M

13-F Portfolio Value: $119.02 M

Last 13-F Filed: Q2 2025

Concentration in top 10: 50.24%

Stock	Company	Change in Shares	% Change	Source
AES	AES CORP	-161,193	Exited	13F
GOLD	BARRICK GOLD CORP	-253,810	Exited	13F
JYNT	JOINT CORP	-215,000	Exited	13F
SPRU	SPRUCE POWER HOLDING CORP	-463,335	Exited	13F