CLIFFORD CAPITAL PARTNERS LLC Q2 2025 Filing
Filed August 12, 2025
Portfolio Value
$524.5M
Holdings
46
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (46 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CAHCARDINAL HEALTH INC | 133,793 | $22.5M | 4.29% | |
| 2 | JNJJOHNSON & JOHNSON | 144,684 | $22.1M | 4.21% | |
| 3 | KDPKEURIG DR PEPPER INC | 667,163 | $22.1M | 4.21% | |
| 4 | PRDOPERDOCEO ED CORP | 668,907 | $21.9M | 4.17% | |
| 5 | NATLNCR ATLEOS CORPORATION | 736,439 | $21.0M | 4.01% | |
| 6 | SOLVSOLVENTUM CORP | 269,790 | $20.5M | 3.90% | |
| 7 | DISDISNEY WALT CO | 158,409 | $19.6M | 3.75% | |
| 8 | FUODOLBY LABORATORIES INC | 264,059 | $19.6M | 3.74% | |
| 9 | GBCIGLACIER BANCORP INC NEW | 453,976 | $19.6M | 3.73% | |
| 10 | NKENIKE INC | 268,976 | $19.1M | 3.64% | |
| 11 | OPLNOPENLANE INC | 709,474 | $17.3M | 3.31% | |
| 12 | HSICHENRY SCHEIN INC | 235,929 | $17.2M | 3.29% | |
| 13 | DKDELEK US HLDGS INC NEW | 807,249 | $17.1M | 3.26% | |
| 14 | KVUEKENVUE INC | 804,687 | $16.8M | 3.21% | |
| 15 | RTXRTX CORPORATION | 114,358 | $16.7M | 3.18% | |
| 16 | CSCOCISCO SYS INC | 235,522 | $16.3M | 3.12% | |
| 17 | FISFIDELITY NATL INFORMATION SV | 195,792 | $15.9M | 3.04% | |
| 18 | EVTCEVERTEC INC | 435,431 | $15.7M | 2.99% | |
| 19 | REYNREYNOLDS CONSUMER PRODS INC | 707,853 | $15.2M | 2.89% | |
| 20 | CTBICOMMUNITY TR BANCORP INC | 282,588 | $15.0M | 2.85% | |
| 21 | SYYSYSCO CORP | 196,654 | $14.9M | 2.84% | |
| 22 | EBAEBAY INC | 194,992 | $14.5M | 2.77% | |
| 23 | HNIHNI CORP | 290,132 | $14.3M | 2.72% | |
| 24 | UPSUNITED PARCEL SERVICE INC | 134,392 | $13.6M | 2.59% | |
| 25 | TIGOMILLICOM INTL CELLULAR S A | 357,985 | $13.4M | 2.56% | |
| 26 | BDXBECTON DICKINSON & CO | 74,315 | $12.8M | 2.44% | |
| 27 | WBDWARNER BROS DISCOVERY INC | 1,022,944 | $11.7M | 2.23% | |
| 28 | RKTROCKET COS INC | 810,075 | $11.5M | 2.19% | |
| 29 | HUMHUMANA INC | 40,498 | $9.9M | 1.89% | |
| 30 | ECGEVERUS CONSTR GROUP | 136,321 | $8.7M | 1.65% | |
| 31 | G3VGREEN PLAINS INC | 1,386,961 | $8.4M | 1.59% | |
| 32 | LKQ1LKQ CORP | 224,864 | $8.3M | 1.59% | |
| 33 | COLBCOLUMBIA BKG SYS INC | 315,597 | $7.4M | 1.41% | |
| 34 | WINAWINMARK CORP | 1,232 | $465K | 0.09% | |
| 35 | ALSNALLISON TRANSMISSION HLDGS I | 4,265 | $405K | 0.08% | |
| 36 | CHECHEMED CORP NEW | 794 | $386K | 0.07% | |
| 37 | FDPFRESH DEL MONTE PRODUCE INC | 10,734 | $347K | 0.07% | |
| 38 | MSMMSC INDL DIRECT INC | 3,996 | $339K | 0.06% | |
| 39 | CVBFCVB FINL CORP | 17,056 | $337K | 0.06% | |
| 40 | THRTHERMON GROUP HLDGS INC | 11,346 | $318K | 0.06% | |
| 41 | HWCHANCOCK WHITNEY CORPORATION | 4,754 | $272K | 0.05% | |
| 42 | IESCIES HLDGS INC | 858 | $254K | 0.05% | |
| 43 | DOUGDOUGLAS ELLIMAN INC | 100,033 | $232K | 0.04% | |
| 44 | GMREUSDGLOBAL MED REIT INC | 31,085 | $215K | 0.04% | |
| 45 | AMCXAMC NETWORKS INC | 34,186 | $214K | 0.04% | |
| 46 | GJBSTEELCASE INC | 20,605 | $214K | 0.04% |