Arkolith/Funds/Clayton Partners LLC

Clayton Partners LLC

CIK 1550509
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

Clayton Partners LLC holds a focused book of 38 stocks worth $137.5M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened AstraZeneca PLC and trimmed Bristow Group Inc. Their largest long position is Bristow Group Inc at 9% of the equity book.

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Use Arkolith to show Clayton Partners LLC's latest
holdings, largest changes, and filing provenance.
Opened
8
new positions
Added to
20
existing
Trimmed
10
reduced
Sold out
7
exited

Concentration

Top-heavy: focused book

Top 5 holdings
31%
Top 10 holdings
51%
Top 20 holdings
80%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

88% mapped to company sectors

Industrials
18%
Information Technology
17%
Health Care
15%
ETF / fund or unclassified
12%
Financials
11%
Energy
7%
Utilities
6%
Real Estate
5%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

38 positions
#SecurityValueShares% PortLast moveHistory
1Bristow Group Inc
COM
$12.0M255.6K
8.7%
−20%
Reduced · −64K sh
2Sonida Senior Living Inc
COM
$10.0M311.1K
7.3%
+12%
Added · +32K sh
3Transalta Corp
COM
$8.3M631.4K
6.0%
+0.3%
Added · +2K sh
4California Res Corp
COM STOCK
$7.0M100.5K
5.1%
−33%
Reduced · −50K sh
5Fluor Corp
COM
$5.9M126.0K
4.3%
+32%
Added · +30K sh
6Berkshire Hathaway Inc Del
CL B NEW
$5.8M12.0K
4.2%
+0.3%
Added · +32 sh
7Alphabet Inc
CAP STK CL C
$5.7M19.9K
4.1%
−0.1%
Reduced · −25 sh
8Wells Fargo & Co
COM
$5.5M69.3K
4.0%
+17%
Added · +10K sh
9Ishares TR
0-3 MNTH TREASRY
$4.9M48.3K
3.5%
+0.4%
Added · +177 sh
10Nextpower Inc
CLASS A COM
$4.8M40.0K
3.5%
−0.3%
Reduced · −115 sh
11AstraZeneca PLC
ORD
$4.6M23.1K
3.3%
New
New position
12National Health Invs Inc
COM
$4.5M55.7K
3.3%
+0.4%
Added · +220 sh
13Fedex Corp
COM
$4.3M12.1K
3.1%
+0.4%
Added · +49 sh
14L3harris Technologies Inc
COM
$4.2M12.3K
3.1%
+0.3%
Added · +36 sh
15Flextronics Intl Ltd
ORD
$4.2M64.1K
3.1%
~0%
Reduced · −9 sh
16Twilio Inc
CL A
$4.1M32.6K
3.0%
+0.5%
Added · +161 sh
17Tko Group Holdings Inc
CL A
$4.0M20.0K
2.9%
+0.4%
Added · +75 sh
18Abbvie Inc
COM
$4.0M18.2K
2.9%
+0.3%
Added · +65 sh
19Ishares TR
MSCI INTL VLU FT
$3.2M81.0K
2.3%
+0.4%
Added · +313 sh
20Netflix Inc.
COM
$3.1M32.3K
2.3%
New
New position
21Jacobs Solutions Inc
COM
$3.0M24.0K
2.2%
+0.3%
Added · +70 sh
22Sixth Street Specialty Lendi
COM
$2.9M159.6K
2.1%
−10%
Reduced · −19K sh
23Vanguard Star FDS
VG TL INTL STK F
$2.9M37.4K
2.1%
+0.4%
Added · +153 sh
24Epsilon Energy Ltd
COM
$2.3M368.0K
1.6%
+3.6%
Added · +13K sh
25Barrick MNG Corp
COM SHS
$2.1M51.7K
1.5%
−62%
Reduced · −84K sh
26MSC Income Fund Inc
COM
$2.1M170.0K
1.5%
+145%
Added · +101K sh
27Lumen Technologies Inc
COM
$1.8M265.0K
1.3%
+253%
Added · +190K sh
28Joint Corp
COM
$1.8M200.0K
1.3%
+5.6%
Added · +11K sh
29Chicago Atlantic Real Estate
COM
$1.7M150.3K
1.2%
−29%
Reduced · −61K sh
30Network-1 Technologies Inc
COM
$1.4M979.1K
1.0%
−3.9%
Reduced · −39K sh
31Brookdale SR Living Inc
COM
$1.4M100.0K
1.0%
New
New position
32Virtus Invt Partners Inc
COM
$1.3M10.0K
1.0%
New
New position
33Myers Inds Inc
COM
$953K45.0K
0.7%
−61%
Reduced · −70K sh
34Birkenstock Holding PLC
COM SHS
$896K25.0K
0.7%
New
New position
35Tejon Ranch Co
COM
$377K20.0K
0.3%
+13%
Added · +2K sh
36Solstice Advanced Matls Inc
COM SHS
$227K3.0K
0.2%
New
New position
37Darling Ingredients Inc
COM
$216K3.5K
0.2%
New
New position
38Infusystem Hldgs Inc
COM
$114K12.4K
0.1%
New
New position
Showing all 38 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 202638$137.5M13F-HR
Q4 2025Dec 31, 2025Feb 17, 202638$138.5M13F-HR
Q3 2025Sep 30, 2025Nov 10, 202536$131.9M13F-HR
Q2 2025Jun 30, 2025Aug 14, 202537$119.0M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.