CLIFFORD CAPITAL PARTNERS LLC Q1 2025 Filing
Filed May 14, 2025
Portfolio Value
$486.1M
Holdings
45
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (45 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | KVUEKENVUE INC | 904,965 | $21.7M | 4.46% | |
| 2 | FUODOLBY LABORATORIES INC | 256,188 | $20.6M | 4.23% | |
| 3 | JNJJOHNSON & JOHNSON | 120,726 | $20.0M | 4.12% | |
| 4 | SOLVSOLVENTUM CORP | 261,705 | $19.9M | 4.09% | |
| 5 | NATLNCR ATLEOS CORPORATION | 714,673 | $18.9M | 3.88% | |
| 6 | MMM3M CO | 125,980 | $18.5M | 3.81% | |
| 7 | PFEPFIZER INC | 715,864 | $18.1M | 3.73% | |
| 8 | CAHCARDINAL HEALTH INC | 129,715 | $17.9M | 3.68% | |
| 9 | FISFIDELITY NATL INFORMATION SV | 234,412 | $17.5M | 3.60% | |
| 10 | VODVODAFONE GROUP PLC NEW | 1,845,888 | $17.3M | 3.56% | |
| 11 | GBCIGLACIER BANCORP INC NEW | 385,217 | $17.0M | 3.50% | |
| 12 | PRDOPERDOCEO ED CORP | 649,170 | $16.3M | 3.36% | |
| 13 | EBAEBAY INC | 241,326 | $16.3M | 3.36% | |
| 14 | HSICHENRY SCHEIN INC | 228,837 | $15.7M | 3.22% | |
| 15 | EVTCEVERTEC INC | 422,551 | $15.5M | 3.20% | |
| 16 | WBDWARNER BROS DISCOVERY INC | 1,420,533 | $15.2M | 3.14% | |
| 17 | DISDISNEY WALT CO | 153,535 | $15.2M | 3.12% | |
| 18 | RTXRTX CORPORATION | 110,840 | $14.7M | 3.02% | |
| 19 | SYYSYSCO CORP | 190,697 | $14.3M | 2.94% | |
| 20 | TIGOMILLICOM INTL CELLULAR S A | 468,315 | $14.2M | 2.92% | |
| 21 | CSCOCISCO SYS INC | 228,310 | $14.1M | 2.90% | |
| 22 | CTBICOMMUNITY TR BANCORP INC | 274,133 | $13.8M | 2.84% | |
| 23 | KDPKEURIG DR PEPPER INC | 398,780 | $13.6M | 2.81% | |
| 24 | SLBSCHLUMBERGER LTD | 321,528 | $13.4M | 2.76% | |
| 25 | OPLNOPENLANE INC | 688,664 | $13.3M | 2.73% | |
| 26 | HNIHNI CORP | 281,502 | $12.5M | 2.57% | |
| 27 | LBRTLIBERTY ENERGY INC | 766,511 | $12.1M | 2.50% | |
| 28 | GISGENERAL MLS INC | 202,107 | $12.1M | 2.49% | |
| 29 | DKDELEK US HLDGS INC NEW | 792,377 | $11.9M | 2.46% | |
| 30 | NKENIKE INC | 173,663 | $11.0M | 2.27% | |
| 31 | UPSUNITED PARCEL SERVICE INC | 62,032 | $6.8M | 1.40% | |
| 32 | G3VGREEN PLAINS INC | 460,408 | $2.2M | 0.46% | |
| 33 | SENEASENECA FOODS CORP NEW | 5,359 | $477K | 0.10% | |
| 34 | GMREUSDGLOBAL MED REIT INC | 53,523 | $468K | 0.10% | |
| 35 | ALSNALLISON TRANSMISSION HLDGS I | 4,265 | $408K | 0.08% | |
| 36 | REYNREYNOLDS CONSUMER PRODS INC | 15,364 | $366K | 0.08% | |
| 37 | CHECHEMED CORP NEW | 592 | $364K | 0.07% | |
| 38 | FDPFRESH DEL MONTE PRODUCE INC | 10,734 | $330K | 0.07% | |
| 39 | THRTHERMON GROUP HLDGS INC | 11,346 | $315K | 0.06% | |
| 40 | WINAWINMARK CORP | 974 | $309K | 0.06% | |
| 41 | WEXWEX INC | 1,737 | $272K | 0.06% | |
| 42 | MSMMSC INDL DIRECT INC | 3,222 | $250K | 0.05% | |
| 43 | HWCHANCOCK WHITNEY CORPORATION | 4,754 | $249K | 0.05% | |
| 44 | AMCXAMC NETWORKS INC | 34,186 | $235K | 0.05% | |
| 45 | GJBSTEELCASE INC | 20,605 | $225K | 0.05% |