Clayton Partners LLC Purchases and Sells in Q2 2025

Clayton Partners LLC

$103 Million
Q2 2025

Top Buys

Incresed Positions

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TAC	100K + 17.87%	$8.16 - $11.47 $818K - $1.15M	662K $7.14M
FLR	10.3K + 14.6%	$30.86 - $51.42 $318K - $531K	81K $4.15M
SNDA	30.8K + 13.41%	$19.84 - $27.13 $612K - $837K	261K $6.51M
ACTG	126K + 89.26%	$2.84 - $3.89 $359K - $492K	268K $959K
MOVANO INC	257K + 178.79%	N/A	400K $0
NTIP	49K + 3.98%	$1.18 - $1.3 $57.8K - $63.7K	1.28M $1.56M

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LKQ	87K New	$36.86 - $43.38 $3.21M - $3.78M	87K $3.22M
DX	105K New	$11.13 - $12.99 $1.17M - $1.36M	105K $1.28M
CROX	12K New	$88.67 - $120.26 $1.06M - $1.44M	12K $1.22M
PTON	170K New	$5.0 - $7.65 $850K - $1.3M	170K $1.18M
MYE	80K New	$9.13 - $14.87 $730K - $1.19M	80K $1.16M
FSLR	5.8K New	$120.38 - $192.98 $699K - $1.12M	5.8K $960K

Top Sells

Reduced Positions

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-B	-1.28K - 9.52%	$483.48 - $539.8 $620K - $693K	12.2K $5.92M
ABBV	-1.87K - 9.22%	$170.16 - $206.27 $318K - $385K	18.4K $3.41M
VTOL	-42K - 10.21%	$25.74 - $34.31 $1.08M - $1.44M	370K $12.2M
CLBT	-10.5K - 9.43%	$15.47 - $20.14 $162K - $211K	100K $1.61M
AZN	-4.89K - 9.47%	$64.87 - $75.0 $317K - $367K	46.7K $3.27M
NHI	-4.48K - 9.32%	$68.74 - $76.77 $308K - $344K	43.5K $3.05M

Activity Summary All Purchases 14 New Holdings 8 Increased Positions 6 All Sells 21 Reductions 21 Sold out 0 Calls 0 Puts 0

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