Fund HoldingsClayton Partners LLC

Total Portfolio Value
$114.98M
Total Bought
$7.69M
Total Sold
$37.19M
Net Transaction
-$29.50M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
BARRICK GOLD CORP106,833253,810+146,9771,6564,9344.29%+3,278
ASTRAZENECA PLC(AZN)45,94351,638+5,6953,0103,7953.30%+785
ABBVIE INC(ABBV)19,97920,239+2603,5504,2403.69%+690
NEXTRACKER INC72,25478,261+6,0072,6393,2982.87%+658
ACACIA RESH CORP0141,603+141,60304530.39%+453
ISHARES TR
MSCI INTL VLU FT
86,72490,225+3,5012,3512,7352.38%+384
EPSILON ENERGY LTD342,861355,261+12,4002,1292,5082.18%+379
VANGUARD STAR FDS38,58541,597+3,0122,2742,5832.25%+309
MOVANO INC0143,476+143,47602630.23%+263
SONIDA SENIOR LIVING INC(SNDA)222,296230,055+7,7595,1315,3584.66%+227
BERKSHIRE HATHAWAY INC DEL15,34513,473-1,8726,9567,1756.24%+220
NETWORK-1 TECHNOLOGIES INC1,213,1551,230,020+16,8651,6131,5991.39%-14
ALGOMA STL GROUP INC10,67910,715+36104580.05%-46
SPRUCE POWER HOLDING CORP443,071463,335+20,2641,3161,1170.97%-199
NATIONAL HEALTH INVS INC(NHI)54,53848,006-6,5323,7793,5463.08%-234
FENNEC PHARMACEUTICALS INC40,5400-40,5402560-256
SIXTH STREET SPECIALTY LENDI(TSLX)172,472151,731-20,7413,6743,3962.95%-278
ISHARES TR56,45252,802-3,6505,6635,3164.62%-348
INNOVEX INTERNATIONAL INC(INVX)25,0000-25,0003490-349
AES CORP(AES)185,922161,193-24,7292,3932,0021.74%-391
L3HARRIS TECHNOLOGIES INC(LHX)15,61613,710-1,9063,2842,8702.50%-414
EXPAND ENERGY CORPORATION(EXE)5,0000-5,0004980-498
MOVANO INC112,7680-112,7686090-609
JOINT CORP310,000215,000-95,0003,2952,6852.34%-610
CELLEBRITE DI LTD(CLBT)126,084110,879-15,2052,7782,1541.87%-623
KRANESHARES TRUST34,2750-34,2756720-672
JACOBS SOLUTIONS INC(J)30,16726,671-3,4964,0313,2242.80%-807
FEDEX CORP(FDX)13,08511,496-1,5893,6812,8022.44%-879
WELLS FARGO CO NEW(WFC)83,89966,150-17,7495,8934,7494.13%-1,144
INVESTMENT MANAGERS SER TR I
TRADR 1X SHORT
30,0000-30,0001,2620-1,262
ALPHABET INC(GOOG)25,25522,225-3,0304,8103,4723.02%-1,337
FLUOR CORP NEW(FLR)79,83370,695-9,1383,9372,5322.20%-1,405
TKO GROUP HOLDINGS INC(TKO)34,51522,354-12,1614,9053,4162.97%-1,489
AMERESCO INC76,3670-76,3671,7930-1,793
FISERV INC(FISV)27,34917,105-10,2445,6183,7773.29%-1,841
DYNEX CAP INC(DX)172,9190-172,9192,1870-2,187
BRISTOW GROUP INC(VTOL)448,352411,664-36,68815,37813,00011.31%-2,378
CALIFORNIA RES CORP(CRC)138,657107,246-31,4117,1954,7164.10%-2,479
TWILIO INC(TWLO)58,17836,354-21,8246,2883,5593.10%-2,728
FLEX LTD(FLEX)171,11572,591-98,5246,5692,4012.09%-4,168
TRANSALTA CORP(TAC)779,931561,281-218,65011,0365,2484.56%-5,788
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