13F HOLDINGS REPORT
CLIFFORD CAPITAL PARTNERS LLC
Quarter ended Q2 2025 · Filed August 12, 2025 · Accession 0001730467-25-000004
Total Value
$524.5M
Positions
46
Other Managers
0
Confidential Omitted
No
Holdings (46)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CARDINAL HEALTH INC | CAH | 133,793 | $22.5M | 4.29% |
| 2 | JOHNSON & JOHNSON | JNJ | 144,684 | $22.1M | 4.21% |
| 3 | KEURIG DR PEPPER INC | KDP | 667,163 | $22.1M | 4.21% |
| 4 | PERDOCEO ED CORP | PRDO | 668,907 | $21.9M | 4.17% |
| 5 | NCR ATLEOS CORPORATION | NATL | 736,439 | $21.0M | 4.01% |
| 6 | SOLVENTUM CORP | SOLV | 269,790 | $20.5M | 3.90% |
| 7 | DISNEY WALT CO | 254687106 | 158,409 | $19.6M | 3.75% |
| 8 | DOLBY LABORATORIES INC | DLB | 264,059 | $19.6M | 3.74% |
| 9 | GLACIER BANCORP INC NEW | GBCI | 453,976 | $19.6M | 3.73% |
| 10 | NIKE INC | NKE | 268,976 | $19.1M | 3.64% |
| 11 | OPENLANE INC | OPLN | 709,474 | $17.3M | 3.31% |
| 12 | HENRY SCHEIN INC | HSIC | 235,929 | $17.2M | 3.29% |
| 13 | DELEK US HLDGS INC NEW | DK | 807,249 | $17.1M | 3.26% |
| 14 | KENVUE INC | KVUE | 804,687 | $16.8M | 3.21% |
| 15 | RTX CORPORATION | RTX | 114,358 | $16.7M | 3.18% |
| 16 | CISCO SYS INC | CSCO | 235,522 | $16.3M | 3.12% |
| 17 | FIDELITY NATL INFORMATION SV | 31620M106 | 195,792 | $15.9M | 3.04% |
| 18 | EVERTEC INC | EVTC | 435,431 | $15.7M | 2.99% |
| 19 | REYNOLDS CONSUMER PRODS INC | 76171L106 | 707,853 | $15.2M | 2.89% |
| 20 | COMMUNITY TR BANCORP INC | 204149108 | 282,588 | $15.0M | 2.85% |
| 21 | SYSCO CORP | SYY | 196,654 | $14.9M | 2.84% |
| 22 | EBAY INC | EBAY | 194,992 | $14.5M | 2.77% |
| 23 | HNI CORP | HNI | 290,132 | $14.3M | 2.72% |
| 24 | UNITED PARCEL SERVICE INC | UPS | 134,392 | $13.6M | 2.59% |
| 25 | MILLICOM INTL CELLULAR S A | L6388F110 | 357,985 | $13.4M | 2.56% |
| 26 | BECTON DICKINSON & CO | BDX | 74,315 | $12.8M | 2.44% |
| 27 | WARNER BROS DISCOVERY INC | WBD | 1,022,944 | $11.7M | 2.24% |
| 28 | ROCKET COS INC | 77311W101 | 810,075 | $11.5M | 2.19% |
| 29 | HUMANA INC | HUM | 40,498 | $9.9M | 1.89% |
| 30 | EVERUS CONSTR GROUP | EVEX-WT | 136,321 | $8.7M | 1.65% |
| 31 | GREEN PLAINS INC | GPRE | 1,386,961 | $8.4M | 1.59% |
| 32 | LKQ CORP | LKQ | 224,864 | $8.3M | 1.59% |
| 33 | COLUMBIA BKG SYS INC | 197236102 | 315,597 | $7.4M | 1.41% |
| 34 | WINMARK CORP | WINA | 1,232 | $465,216 | 0.09% |
| 35 | ALLISON TRANSMISSION HLDGS I | ALSN | 4,265 | $405,132 | 0.08% |
| 36 | CHEMED CORP NEW | CHE | 794 | $386,622 | 0.07% |
| 37 | FRESH DEL MONTE PRODUCE INC | FDP | 10,734 | $347,996 | 0.07% |
| 38 | MSC INDL DIRECT INC | 553530106 | 3,996 | $339,740 | 0.06% |
| 39 | CVB FINL CORP | 126600105 | 17,056 | $337,538 | 0.06% |
| 40 | THERMON GROUP HLDGS INC | THR | 11,346 | $318,596 | 0.06% |
| 41 | HANCOCK WHITNEY CORPORATION | HWCPZ | 4,754 | $272,880 | 0.05% |
| 42 | IES HLDGS INC | IESC | 858 | $254,165 | 0.05% |
| 43 | DOUGLAS ELLIMAN INC | DOUG | 100,033 | $232,077 | 0.04% |
| 44 | GLOBAL MED REIT INC | 37954A204 | 31,085 | $215,419 | 0.04% |
| 45 | STEELCASE INC | 858155203 | 20,605 | $214,910 | 0.04% |
| 46 | AMC NETWORKS INC | AMCX | 34,186 | $214,346 | 0.04% |