Clayton Partners LLC - Q12026 Holdings

Clayton Partners LLC holds 38 stocks with a total portfolio value of $ 137.55M as of Q12026. In Q12026, Clayton Partners LLC added 8 new positions, increased stakes in 20 stocks, reduced 10 holdings, and fully exited 8 positions. The largest holding is Bristow Group Inc (VTOL), representing 8.71% of the total portfolio.