13F HOLDINGS REPORT
CLIFFORD CAPITAL PARTNERS LLC
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001730467-26-000001
Total Value
$588.5M
Positions
42
Other Managers
0
Confidential Omitted
No
Holdings (42)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | HENRY SCHEIN INC | HSIC | 370,103 | $28.0M | 4.75% |
| 2 | SOLVENTUM CORP | SOLV | 308,680 | $24.5M | 4.16% |
| 3 | ROCKET COS INC | 77311W101 | 1,256,858 | $24.3M | 4.13% |
| 4 | HNI CORP | HNI | 573,994 | $24.1M | 4.10% |
| 5 | NCR ATLEOS CORPORATION | NATL | 621,534 | $23.7M | 4.02% |
| 6 | CARDINAL HEALTH INC | CAH | 112,717 | $23.2M | 3.94% |
| 7 | KEURIG DR PEPPER INC | KDP | 800,492 | $22.4M | 3.81% |
| 8 | DOLBY LABORATORIES INC | DLB | 347,520 | $22.3M | 3.79% |
| 9 | GLOBAL PMTS INC | 37940X102 | 280,146 | $21.7M | 3.68% |
| 10 | CISCO SYS INC | CSCO | 271,873 | $20.9M | 3.56% |
| 11 | BECTON DICKINSON & CO | BDX | 107,312 | $20.8M | 3.54% |
| 12 | RTX CORPORATION | RTX | 113,402 | $20.8M | 3.53% |
| 13 | JOHNSON & JOHNSON | JNJ | 96,498 | $20.0M | 3.39% |
| 14 | CHEMED CORP NEW | CHE | 46,472 | $19.9M | 3.38% |
| 15 | PERDOCEO ED CORP | PRDO | 653,257 | $19.2M | 3.26% |
| 16 | REYNOLDS CONSUMER PRODS INC | 76171L106 | 817,856 | $18.7M | 3.19% |
| 17 | OPENLANE INC | OPLN | 613,398 | $18.3M | 3.10% |
| 18 | DISNEY WALT CO | 254687106 | 156,888 | $17.8M | 3.03% |
| 19 | UNITED PARCEL SERVICE INC | UPS | 174,524 | $17.3M | 2.94% |
| 20 | NIKE INC | NKE | 266,620 | $17.0M | 2.89% |
| 21 | GLACIER BANCORP INC NEW | GBCI | 372,472 | $16.4M | 2.79% |
| 22 | THERMON GROUP HLDGS INC | THR | 430,230 | $16.0M | 2.72% |
| 23 | COMMUNITY TR BANCORP INC | 204149108 | 280,318 | $15.8M | 2.69% |
| 24 | EVERUS CONSTR GROUP | EVEX-WT | 183,330 | $15.7M | 2.67% |
| 25 | SYSCO CORP | SYY | 195,014 | $14.4M | 2.44% |
| 26 | WEX INC | WEX | 95,326 | $14.2M | 2.41% |
| 27 | EVERTEC INC | EVTC | 434,427 | $12.6M | 2.15% |
| 28 | EBAY INC. | EBAY | 138,088 | $12.0M | 2.04% |
| 29 | COLUMBIA BKG SYS INC | 197236102 | 414,492 | $11.6M | 1.97% |
| 30 | DELEK US HLDGS INC NEW | DK | 373,769 | $11.1M | 1.88% |
| 31 | GREEN PLAINS INC | GPRE | 1,034,511 | $10.1M | 1.72% |
| 32 | WARNER BROS DISCOVERY INC | WBD | 225,305 | $6.5M | 1.10% |
| 33 | CVB FINL CORP | 126600105 | 190,364 | $3.5M | 0.60% |
| 34 | GLOBAL MED REIT INC | 37954A303 | 14,694 | $495,776 | 0.08% |
| 35 | IES HLDGS INC | IESC | 1,164 | $452,819 | 0.08% |
| 36 | KORNIT DIGITAL LTD | KRNT | 30,588 | $439,855 | 0.07% |
| 37 | MSC INDL DIRECT INC | 553530106 | 4,876 | $410,072 | 0.07% |
| 38 | HANCOCK WHITNEY CORPORATION | HWCPZ | 6,307 | $401,630 | 0.07% |
| 39 | CORE NATURAL RESOURCES INC | CNR | 4,437 | $392,719 | 0.07% |
| 40 | DOUGLAS ELLIMAN INC | DOUG | 156,829 | $371,685 | 0.06% |
| 41 | AMC NETWORKS INC | AMCX | 34,196 | $325,546 | 0.06% |
| 42 | BLOOMIN BRANDS INC | BLMN | 48,807 | $301,139 | 0.05% |