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CLAYTON PARTNERS LLC

Key Manager/Person/CIO: Jason Stankowski

AUM: $151.87 M

13-F Portfolio Value: $152.18 M

Last 13-F Filed: Q2 2026

Concentration in top 10: 48.91%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
EPSN	EPSILON ENERGY LTD	1.31%	367,953	$1,990,626		No Change	$5.41	13F
B	BARRICK MNG CORP	1.25%	51,734	$1,900,190		No Change	$36.73	13F