13F HOLDINGS REPORT
CLIFFORD CAPITAL PARTNERS LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001730467-25-000007
Total Value
$578.6M
Positions
43
Other Managers
0
Confidential Omitted
No
Holdings (43)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SOLVENTUM CORP | SOLV | 352,221 | $25.7M | 4.44% |
| 2 | HENRY SCHEIN INC | HSIC | 373,745 | $24.8M | 4.29% |
| 3 | NCR ATLEOS CORPORATION | NATL | 628,054 | $24.7M | 4.27% |
| 4 | JOHNSON & JOHNSON | JNJ | 129,674 | $24.0M | 4.16% |
| 5 | BECTON DICKINSON & CO | BDX | 123,310 | $23.1M | 3.99% |
| 6 | HNI CORP | HNI | 474,051 | $22.2M | 3.84% |
| 7 | GLACIER BANCORP INC NEW | GBCI | 454,969 | $22.1M | 3.83% |
| 8 | DOLBY LABORATORIES INC | DLB | 304,311 | $22.0M | 3.81% |
| 9 | CARDINAL HEALTH INC | CAH | 134,046 | $21.0M | 3.64% |
| 10 | CHEMED CORP NEW | CHE | 46,990 | $21.0M | 3.64% |
| 11 | PERDOCEO ED CORP | PRDO | 548,381 | $20.7M | 3.57% |
| 12 | KEURIG DR PEPPER INC | KDP | 808,361 | $20.6M | 3.56% |
| 13 | OPENLANE INC | OPLN | 710,902 | $20.5M | 3.54% |
| 14 | REYNOLDS CONSUMER PRODS INC | 76171L106 | 823,446 | $20.1M | 3.48% |
| 15 | WARNER BROS DISCOVERY INC | WBD | 1,025,282 | $20.0M | 3.46% |
| 16 | DELEK US HLDGS INC NEW | DK | 606,659 | $19.6M | 3.38% |
| 17 | RTX CORPORATION | RTX | 114,600 | $19.2M | 3.31% |
| 18 | NIKE INC | NKE | 269,550 | $18.8M | 3.25% |
| 19 | CISCO SYS INC | CSCO | 274,666 | $18.8M | 3.25% |
| 20 | DISNEY WALT CO | 254687106 | 158,621 | $18.2M | 3.14% |
| 21 | SYSCO CORP | SYY | 196,947 | $16.2M | 2.80% |
| 22 | COMMUNITY TR BANCORP INC | 204149108 | 283,410 | $15.9M | 2.74% |
| 23 | ROCKET COS INC | 77311W101 | 811,859 | $15.7M | 2.72% |
| 24 | EVERTEC INC | EVTC | 436,707 | $14.8M | 2.55% |
| 25 | UNITED PARCEL SERVICE INC | UPS | 175,860 | $14.7M | 2.54% |
| 26 | COLUMBIA BKG SYS INC | 197236102 | 551,892 | $14.2M | 2.46% |
| 27 | EBAY INC | EBAY | 139,394 | $12.7M | 2.19% |
| 28 | CVB FINL CORP | 126600105 | 665,285 | $12.6M | 2.17% |
| 29 | EVERUS CONSTR GROUP | EVEX-WT | 135,764 | $11.6M | 2.01% |
| 30 | BATH & BODY WORKS INC | BBWI | 380,437 | $9.8M | 1.69% |
| 31 | GREEN PLAINS INC | GPRE | 1,054,158 | $9.3M | 1.60% |
| 32 | THERMON GROUP HLDGS INC | THR | 16,224 | $433,505 | 0.07% |
| 33 | WINMARK CORP | WINA | 834 | $415,140 | 0.07% |
| 34 | HANCOCK WHITNEY CORPORATION | HWCPZ | 6,369 | $398,763 | 0.07% |
| 35 | GLOBAL MED REIT INC | 37954A303 | 11,190 | $377,215 | 0.07% |
| 36 | MSC INDL DIRECT INC | 553530106 | 3,996 | $368,191 | 0.06% |
| 37 | ALLISON TRANSMISSION HLDGS I | ALSN | 4,181 | $354,883 | 0.06% |
| 38 | KORNIT DIGITAL LTD | KRNT | 23,581 | $318,344 | 0.06% |
| 39 | DOUGLAS ELLIMAN INC | DOUG | 105,433 | $301,538 | 0.05% |
| 40 | IES HLDGS INC | IESC | 709 | $281,934 | 0.05% |
| 41 | AMC NETWORKS INC | AMCX | 34,196 | $281,775 | 0.05% |
| 42 | CORE NATURAL RESOURCES INC | CNR | 3,043 | $254,030 | 0.04% |
| 43 | BLOOMIN BRANDS INC | BLMN | 32,041 | $229,734 | 0.04% |