CLIFFORD CAPITAL PARTNERS LLC Q3 2020 Filing

Filed November 13, 2020

Portfolio Value

$206.7M

Holdings

35

Report Date

Q3 2020

Filing Type

13F-HR

All Holdings (35 positions)

#StockSharesValue% PortfolioType
1
SRCLSTERICYCLE INC
157,244$9.9M4.80%
2
AXPAMERICAN EXPRESS CO
93,644$9.4M4.54%
3
VYXNCR CORP NEW
381,112$8.4M4.08%
4
CDKCDK GLOBAL INC
187,775$8.2M3.96%
5
KHCKRAFT HEINZ CO
261,191$7.8M3.79%
6
FHBFIRST HAWAIIAN INC
501,697$7.3M3.51%
7
CVBFCVB FINL CORP
432,303$7.2M3.48%
8
IBMINTERNATIONAL BUSINESS MACHS
58,973$7.2M3.47%
9
BIGGQBIG LOTS INC
160,788$7.2M3.47%
10
GISGENERAL MLS INC
115,561$7.1M3.45%
11
RTXRAYTHEON TECHNOLOGIES CORP
122,501$7.0M3.41%
12
CMPCOMPASS MINERALS INTL INC
118,691$7.0M3.41%
13
AZOAUTOZONE INC
5,934$7.0M3.38%
14
CITUSDCIT GROUP INC
386,020$6.8M3.31%
15
PBIPITNEY BOWES INC
1,282,206$6.8M3.29%
16
COOPER TIRE & RUBR CO
210,504$6.7M3.23%
17
GSKGLAXOSMITHKLINE PLC
176,186$6.6M3.21%
18
CSCOCISCO SYS INC
166,025$6.5M3.16%
19
GMEGAMESTOP CORP NEW
621,047$6.3M3.07%
20
CHNGUSDCHANGE HEALTHCARE INC
435,033$6.3M3.05%
21
EVTCEVERTEC INC
181,489$6.3M3.05%
22
EBAEBAY INC
120,187$6.3M3.03%
23
WABCWESTAMERICA BANCORPORATION
113,801$6.2M2.99%
24
JNJJOHNSON & JOHNSON
38,734$5.8M2.79%
25
PEOEXELON CORP
153,942$5.5M2.66%
26
SLBSCHLUMBERGER LTD
342,146$5.3M2.58%
27
SEESEALED AIR CORP NEW
134,390$5.2M2.52%
28
HNIHNI CORP
154,083$4.8M2.34%
29
QVCAUSDQURATE RETAIL INC
658,789$4.7M2.29%
30
PRDOPERDOCEO ED CORP
386,215$4.7M2.29%
31
CTBICOMMUNITY TR BANCORP INC
125,542$3.5M1.72%
32
KLXEKLX ENERGY SERVICS HOLDNGS I
176,883$734K0.36%
33
STCSTEWART INFORMATION SVCS COR
5,438$238K0.12%
34
FWRDUSDFORWARD AIR CORP
3,705$213K0.10%
35
HWCHANCOCK WHITNEY CORPORATION
11,078$208K0.10%