CLIFFORD CAPITAL PARTNERS LLC Q2 2022 Filing
Filed August 8, 2022
Portfolio Value
$238.9M
Holdings
45
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (45 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AZOAUTOZONE INC | 5,396 | $11.6M | 4.85% | |
| 2 | GISGENERAL MLS INC | 153,571 | $11.6M | 4.85% | |
| 3 | CVBFCVB FINL CORP | 448,972 | $11.1M | 4.66% | |
| 4 | CHNGUSDCHANGE HEALTHCARE INC | 469,608 | $10.8M | 4.53% | |
| 5 | VYXNCR CORP NEW | 342,496 | $10.7M | 4.46% | |
| 6 | EVTCEVERTEC INC | 266,068 | $9.8M | 4.11% | |
| 7 | KHCKRAFT HEINZ CO | 256,227 | $9.8M | 4.09% | |
| 8 | CTBICOMMUNITY TR BANCORP INC | 239,035 | $9.7M | 4.05% | |
| 9 | FHBFIRST HAWAIIAN INC | 414,929 | $9.4M | 3.94% | |
| 10 | CAHCARDINAL HEALTH INC | 170,004 | $8.9M | 3.72% | |
| 11 | DXCDXC TECHNOLOGY CO | 290,605 | $8.8M | 3.69% | |
| 12 | RTXRAYTHEON TECHNOLOGIES CORP | 91,324 | $8.8M | 3.67% | |
| 13 | FCNCAFIRST CTZNS BANCSHARES INC N | 13,388 | $8.8M | 3.66% | |
| 14 | AXPAMERICAN EXPRESS CO | 61,198 | $8.5M | 3.55% | |
| 15 | SLBSCHLUMBERGER LTD | 234,774 | $8.4M | 3.51% | |
| 16 | WABCWESTAMERICA BANCORPORATION | 150,812 | $8.4M | 3.51% | |
| 17 | BIGGQBIG LOTS INC | 360,167 | $7.6M | 3.16% | |
| 18 | CDKCDK GLOBAL INC | 133,600 | $7.3M | 3.06% | |
| 19 | PRDOPERDOCEO ED CORP | 594,553 | $7.0M | 2.93% | |
| 20 | SEESEALED AIR CORP NEW | 112,037 | $6.5M | 2.71% | |
| 21 | SRCLSTERICYCLE INC | 138,161 | $6.1M | 2.54% | |
| 22 | JNJJOHNSON JOHNSON | 33,502 | $5.9M | 2.49% | |
| 23 | LBRTLIBERTY ENERGY INC | 435,596 | $5.6M | 2.33% | |
| 24 | MMM3M CO | 41,527 | $5.4M | 2.25% | |
| 25 | HNIHNI CORP | 141,462 | $4.9M | 2.05% | |
| 26 | CMPCOMPASS MINERALS INTL INC | 137,943 | $4.9M | 2.04% | |
| 27 | CSCOCISCO SYS INC | 111,010 | $4.7M | 1.98% | |
| 28 | PBIPITNEY BOWES INC | 1,212,171 | $4.4M | 1.84% | |
| 29 | EBAEBAY INC | 103,758 | $4.3M | 1.81% | |
| 30 | QVCAUSDQURATE RETAIL INC | 1,113,385 | $3.2M | 1.34% | |
| 31 | QSIIEURNEXTGEN HEALTHCARE INC | 33,224 | $579K | 0.24% | |
| 32 | WINAWINMARK CORP | 2,724 | $533K | 0.22% | |
| 33 | WSBCWESBANCO INC | 16,141 | $512K | 0.21% | |
| 34 | FDPFRESH DEL MONTE PRODUCE INC | 16,417 | $485K | 0.20% | |
| 35 | HWCHANCOCK WHITNEY CORPORATION | 10,838 | $480K | 0.20% | |
| 36 | —VOXX INTL CORP | 48,556 | $452K | 0.19% | |
| 37 | TIGOMILLICOM INTL CELLULAR S A | 31,434 | $452K | 0.19% | |
| 38 | CVGICOMMERCIAL VEH GROUP INC | 76,132 | $445K | 0.19% | |
| 39 | THRTHERMON GROUP HLDGS INC | 29,165 | $410K | 0.17% | |
| 40 | AMCXAMC NETWORKS INC | 13,629 | $397K | 0.17% | |
| 41 | REYNREYNOLDS CONSUMER PRODS INC | 13,976 | $381K | 0.16% | |
| 42 | URBNURBAN OUTFITTERS INC | 18,632 | $348K | 0.15% | |
| 43 | GJBSTEELCASE INC | 29,071 | $312K | 0.13% | |
| 44 | WW6WW INTL INC | 37,971 | $243K | 0.10% | |
| 45 | KLXEKLX ENERGY SERVICS HOLDNGS I | 38,556 | $167K | 0.07% |