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CLAYTON PARTNERS LLC

Key Manager/Person/CIO: Jason Stankowski

AUM: $151.87 M

13-F Portfolio Value: $131.86 M

Last 13-F Filed: Q3 2025

Concentration in top 10: 50.99%

Stock	Company	Change in Shares	% Change	Source
ASTL	ALGOMA STL GROUP INC	-10,715	Exited	13F
CROX	CROCS INC	-12,000	Exited	13F
LKQ	LKQ CORP	-87,045	Exited	13F
MOVE	MOVANO INC	-400,000	Exited	13F
CLBT	CELLEBRITE DI LTD	-100,423	Exited	13F