Long-term investor
Clayton Partners LLC @claytonpartnersllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001550509).
Record
- Tracked since 2025-06-30 (479 days), 104 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months -3.2% · 1 year -0.4% · all -0.4%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SNDA · 8.5% · long · since 2025-06-30
- VTOL · 7.8% · long · since 2025-06-30
- TAC · 6.0% · long · since 2025-06-30
- FLR · 4.3% · long · since 2025-06-30
- CRC · 4.2% · long · since 2025-06-30
- 02079K107 · 4.1% · long · since 2025-06-30
- BRK-B · 4.0% · long · since 2025-06-30
- TWLO · 3.4% · long · since 2025-06-30
- FLEX · 3.3% · long · since 2025-06-30
- WFC · 3.2% · long · since 2025-06-30
- 46436E718 · 3.1% · long · since 2025-06-30
- ABBV · 3.0% · long · since 2025-06-30