Stock Taper

CLAYTON PARTNERS LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Sonida Senior Living, Inc.SNDA316.77K$12.92M
Bristow Group Inc.VTOL287.62K$11.88M
MSC Income Fund, Inc.MSIF200K$2.31M
Lumen Technologies, Inc.LUMN200K$1.54M
Brookdale Senior Living Inc.BKD165K$2.65M
Sixth Street Specialty Lending, Inc.TSLX150.28K$2.58M
Fluor CorporationFLR125.48K$6.57M
California Resources CorpCRC122.26K$6.46M
Mitek Systems, Inc.MITK75K$1.51M
Wells Fargo & CompanyWFC59.38K$4.91M
National Health Investors, Inc.NHI55.87K$4.26M
Barrick Mining CorporationB51.73K$1.9M
Netflix, Inc.NFLX39.99K$2.85M
Outset Medical, Inc.OM37.53K$162.12K
Flex Ltd.FLEX31.4K$5.09M
Nextpower Inc.NXT31.34K$3.73M
Twilio Inc.TWLO25.23K$5.21M
DTE Energy CompanyDTE24.07K$3.67M
AstraZeneca PLCAZN23.21K$4.4M
Jacobs Solutions Inc.J22.72K$2.86M