account_balance
Investment manager · 13F filer · SEC CIK 1550509
Clayton Partners LLC
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Reported value$152Mas of Jun 30, 2026
Positions44 12 new, 6 sold out
Top 10 weight48.9%SNDA alone is 8%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
SNDASonida Senior Living, Inc.
8.5%
VTOLBristow Group Inc.
7.8%Added +13%
TACTransalta Corp
6.0%Added +4%
FLRFluor Corp
4.3%
CRCCalifornia Resources Corp
4.2%Added +22%
GOOGAlphabet Inc.
4.1%Trimmed −11%
BRK-BBerkshire Hathaway Inc
4.0%
TWLOTwilio Inc
3.4%Trimmed −23%
FLEXFlex Ltd.
3.3%Trimmed −51%
WFCWells Fargo & Company
3.2%Trimmed −14%
SGOViShares Tr
3.1%−4%
ABBVAbbVie Inc.
3.0%
SNDASonida Senior Living, Inc.
8.5%
VTOLBristow Group Inc.
7.8%Added +13%
TACTransalta Corp
6.0%+4%
FLRFluor Corp
4.3%
CRCCalifornia Resources Corp
4.2%+22%
GOOGAlphabet Inc.
4.1%
BRK-BBerkshire Hathaway Inc
4.0%
TWLOTwilio Inc
3.4%
FLEXFlex Ltd.
3.3%
WFC3.2%SGOV
ABBVBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SNDA Sonida Senior Living, Inc. 8.5% HeldVTOL Bristow Group Inc. 7.8% Added +13%TAC Transalta Corp 6.0% Added +4%FLR Fluor Corp 4.3% HeldCRC California Resources Corp 4.2% Added +22%GOOG Alphabet Inc. 4.1% Trimmed −11%BRK-B Berkshire Hathaway Inc 4.0% HeldTWLO Twilio Inc 3.4% Trimmed −23%FLEX Flex Ltd. 3.3% Trimmed −51%WFC Wells Fargo & Company 3.2% Trimmed −14%
SGOV iShares Tr 3.1% Trimmed −4%
ABBV AbbVie Inc. 3.0% HeldWhat changed
Biggest moves since Mar 31, 2026
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