13F HOLDINGS REPORT
CLIFFORD CAPITAL PARTNERS LLC
Quarter ended Q1 2025 · Filed May 14, 2025 · Accession 0001730467-25-000003
Total Value
$486.1M
Positions
45
Other Managers
0
Confidential Omitted
No
Holdings (45)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | KENVUE INC | KVUE | 904,965 | $21.7M | 4.46% |
| 2 | DOLBY LABORATORIES INC | DLB | 256,188 | $20.6M | 4.23% |
| 3 | JOHNSON & JOHNSON | JNJ | 120,726 | $20.0M | 4.12% |
| 4 | SOLVENTUM CORP | SOLV | 261,705 | $19.9M | 4.09% |
| 5 | NCR ATLEOS CORPORATION | NATL | 714,673 | $18.9M | 3.88% |
| 6 | 3M CO | MMM | 125,980 | $18.5M | 3.81% |
| 7 | PFIZER INC | PFE | 715,864 | $18.1M | 3.73% |
| 8 | CARDINAL HEALTH INC | CAH | 129,715 | $17.9M | 3.68% |
| 9 | FIDELITY NATL INFORMATION SV | 31620M106 | 234,412 | $17.5M | 3.60% |
| 10 | VODAFONE GROUP PLC NEW | 92857W308 | 1,845,888 | $17.3M | 3.56% |
| 11 | GLACIER BANCORP INC NEW | GBCI | 385,217 | $17.0M | 3.50% |
| 12 | PERDOCEO ED CORP | PRDO | 649,170 | $16.3M | 3.36% |
| 13 | EBAY INC | EBAY | 241,326 | $16.3M | 3.36% |
| 14 | HENRY SCHEIN INC | HSIC | 228,837 | $15.7M | 3.22% |
| 15 | EVERTEC INC | EVTC | 422,551 | $15.5M | 3.20% |
| 16 | WARNER BROS DISCOVERY INC | WBD | 1,420,533 | $15.2M | 3.14% |
| 17 | DISNEY WALT CO | 254687106 | 153,535 | $15.2M | 3.12% |
| 18 | RTX CORPORATION | RTX | 110,840 | $14.7M | 3.02% |
| 19 | SYSCO CORP | SYY | 190,697 | $14.3M | 2.94% |
| 20 | MILLICOM INTL CELLULAR S A | L6388F110 | 468,315 | $14.2M | 2.92% |
| 21 | CISCO SYS INC | CSCO | 228,310 | $14.1M | 2.90% |
| 22 | COMMUNITY TR BANCORP INC | 204149108 | 274,133 | $13.8M | 2.84% |
| 23 | KEURIG DR PEPPER INC | KDP | 398,780 | $13.6M | 2.81% |
| 24 | SCHLUMBERGER LTD | SLB | 321,528 | $13.4M | 2.76% |
| 25 | OPENLANE INC | OPLN | 688,664 | $13.3M | 2.73% |
| 26 | HNI CORP | HNI | 281,502 | $12.5M | 2.57% |
| 27 | LIBERTY ENERGY INC | LBRT | 766,511 | $12.1M | 2.50% |
| 28 | GENERAL MLS INC | 370334104 | 202,107 | $12.1M | 2.49% |
| 29 | DELEK US HLDGS INC NEW | DK | 792,377 | $11.9M | 2.46% |
| 30 | NIKE INC | NKE | 173,663 | $11.0M | 2.27% |
| 31 | UNITED PARCEL SERVICE INC | UPS | 62,032 | $6.8M | 1.40% |
| 32 | GREEN PLAINS INC | GPRE | 460,408 | $2.2M | 0.46% |
| 33 | SENECA FOODS CORP NEW | SENEM | 5,359 | $477,165 | 0.10% |
| 34 | GLOBAL MED REIT INC | 37954A204 | 53,523 | $468,326 | 0.10% |
| 35 | ALLISON TRANSMISSION HLDGS I | ALSN | 4,265 | $408,033 | 0.08% |
| 36 | REYNOLDS CONSUMER PRODS INC | 76171L106 | 15,364 | $366,585 | 0.08% |
| 37 | CHEMED CORP NEW | CHE | 592 | $364,269 | 0.07% |
| 38 | FRESH DEL MONTE PRODUCE INC | FDP | 10,734 | $330,929 | 0.07% |
| 39 | THERMON GROUP HLDGS INC | THR | 11,346 | $315,986 | 0.07% |
| 40 | WINMARK CORP | WINA | 974 | $309,605 | 0.06% |
| 41 | WEX INC | WEX | 1,737 | $272,744 | 0.06% |
| 42 | MSC INDL DIRECT INC | 553530106 | 3,222 | $250,253 | 0.05% |
| 43 | HANCOCK WHITNEY CORPORATION | HWCPZ | 4,754 | $249,347 | 0.05% |
| 44 | AMC NETWORKS INC | AMCX | 34,186 | $235,200 | 0.05% |
| 45 | STEELCASE INC | 858155203 | 20,605 | $225,831 | 0.05% |