CLIFFORD CAPITAL PARTNERS LLC Q2 2019 Filing

Filed August 14, 2019

Portfolio Value

$207.2M

Holdings

33

Report Date

Q2 2019

Filing Type

13F-HR

All Holdings (33 positions)

#StockSharesValue% PortfolioType
1
SRCLSTERICYCLE INC
189,364$9.0M4.36%
2
AXPAMERICAN EXPRESS CO
67,766$8.4M4.04%
3
FASTFASTENAL CO
255,657$8.3M4.02%
4
EBAEBAY INC
210,303$8.3M4.01%
5
CITUSDCIT GROUP INC
153,480$8.1M3.89%
6
CDKCDK GLOBAL INC
160,957$8.0M3.84%
7
FUODOLBY LABORATORIES INC
115,778$7.5M3.61%
8
FHBFIRST HAWAIIAN INC
284,989$7.4M3.56%
9
DYHTARGET CORP
84,441$7.3M3.53%
10
CVBFCVB FINL CORP
346,035$7.3M3.51%
11
PEOEXELON CORP
149,281$7.2M3.45%
12
CSCOCISCO SYS INC
129,033$7.1M3.41%
13
WABCWESTAMERICA BANCORPORATION
110,507$6.8M3.29%
14
AZOAUTOZONE INC
5,981$6.6M3.17%
15
KHCKRAFT HEINZ CO
205,575$6.4M3.08%
16
ANFABERCROMBIE & FITCH CO
396,898$6.4M3.07%
17
VYXNCR CORP NEW
203,662$6.3M3.06%
18
PGPROCTER AND GAMBLE CO
57,105$6.3M3.02%
19
IBMINTERNATIONAL BUSINESS MACHS
45,185$6.2M3.01%
20
BIGGQBIG LOTS INC
215,953$6.2M2.98%
21
GISGENERAL MLS INC
114,752$6.0M2.91%
22
WSBCWESBANCO INC
152,714$5.9M2.84%
23
EVTCEVERTEC INC
175,674$5.7M2.77%
24
CMPCOMPASS MINERALS INTL INC
98,694$5.4M2.62%
25
JNJJOHNSON & JOHNSON
38,366$5.3M2.58%
26
GSKGLAXOSMITHKLINE PLC
128,907$5.2M2.49%
27
HNIHNI CORP
145,247$5.1M2.48%
28
KLX ENERGY SERVICS HOLDNGS I
236,432$4.8M2.33%
29
HOGHARLEY DAVIDSON INC
130,017$4.7M2.25%
30
CTBICOMMUNITY TR BANCORP INC
106,968$4.5M2.18%
31
FDPFRESH DEL MONTE PRODUCE INC
134,037$3.6M1.74%
32
GMEGAMESTOP CORP NEW
615,954$3.4M1.63%
33
PBIPITNEY BOWES INC
611,702$2.6M1.26%