
CLAYTON PARTNERS LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | NXT | 41K | $3.00M |
![]() | TWLO | 33K | $3.28M |
![]() | J | 24K | $3.62M |
![]() | TKO | 20K | $4.08M |
![]() | GOOG | 20K | $4.90M |
![]() | ABBV | 18K | $4.25M |
![]() | SOC | 17K | $288.09K |
![]() | FI | 15K | $1.99M |
![]() | FSLR | 14K | $3.08M |
![]() | LHX | 12K | $3.79M |
![]() | FDX | 12K | $2.87M |
![]() | BRK-B | 12K | $6.12M |

Nextpower Inc.
NXT
Shares Held
41K
Value
$3.00M

Twilio Inc.
TWLO
Shares Held
33K
Value
$3.28M

Jacobs Solutions Inc.
J
Shares Held
24K
Value
$3.62M

TKO Group Holdings, Inc.
TKO
Shares Held
20K
Value
$4.08M

Alphabet Inc.
GOOG
Shares Held
20K
Value
$4.90M

AbbVie Inc.
ABBV
Shares Held
18K
Value
$4.25M

Sable Offshore Corp.
SOC
Shares Held
17K
Value
$288.09K

Fiserv, Inc.
FI
Shares Held
15K
Value
$1.99M

First Solar, Inc.
FSLR
Shares Held
14K
Value
$3.08M

L3Harris Technologies, Inc.
LHX
Shares Held
12K
Value
$3.79M

FedEx Corporation
FDX
Shares Held
12K
Value
$2.87M

Berkshire Hathaway Inc.
BRK-B
Shares Held
12K
Value
$6.12M
