StockDriftsStockDriftsTop 38 Clayton Partners Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTOL | BRISTOW GROUP INC | 8.71% | 255.6K | $12.0M | -20.03%(-64.01K) | $26.81(+57.27%) | 2026-03-31 | |
| SNDA | SONIDA SENIOR LIVING INC | 7.29% | 311.1K | $10.0M | +11.57%(+32.26K) | $26.02(+45.19%) | 2026-03-31 | |
| TAC | TRANSALTA CORP | 6.01% | 631.4K | $8.3M | +0.29%(+1.83K) | $8.40(+52.15%) | 2026-03-31 | |
| CRC | CALIFORNIA RES CORP | 5.06% | 100.5K | $7.0M | -33.16%(-49.86K) | $40.46(+51.11%) | 2026-03-31 | |
| FLR | FLUOR CORP | 4.27% | 126.0K | $5.9M | +31.62%(+30.27K) | $33.60(+32.01%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 4.2% | 12.0K | $5.8M | +0.27%(+32) | $252.00(+91.55%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 4.14% | 19.9K | $5.7M | -0.13%(-25) | $97.90(+301.76%) | 2026-03-31 | |
| WFC | WELLS FARGO & CO | 4.01% | 69.3K | $5.5M | +17.07%(+10.10K) | $43.81(+67.58%) | 2026-03-31 | |
| SGOV | ISHARES TR | 3.53% | 48.3K | $4.9M | +0.37%(+177) | $100.26(+0.29%) | 2026-03-31 | |
| NXT | NEXTPOWER INC | 3.5% | 40.0K | $4.8M | -0.29%(-115) | $50.04(+188.38%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.00% | +60.15% |
| Top 20 Holdings Unweighted | +16.99% | +60.12% |
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