Clayton Partners LLC - Q42025 Holdings

Clayton Partners LLC holds 38 stocks with a total portfolio value of $ 138.46M as of Q42025. In Q42025, Clayton Partners LLC added 7 new positions, increased stakes in 7 stocks, reduced 22 holdings, and fully exited 5 positions. The largest holding is Bristow Group Inc (VTOL), representing 8.45% of the total portfolio.