CLIFFORD CAPITAL PARTNERS LLC
13F Reported Value
ⓘ$600.4M
Holdings
42
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
CLIFFORD CAPITAL PARTNERS LLC disclosed 42 positions worth $600.4M in its Form 13F-HR for Q1 2026, led by $HSIC (HENRY SCHEIN INC) at 4.6% of the equity portfolio, followed by $KDP and $UPS. During the quarter the fund opened 6 new positions and exited 6 — including a new stake in $AMZN and a full exit from $DLB. The portfolio is most concentrated in Consumer Discretionary (22.2% of disclosed assets). All figures are sourced directly from CLIFFORD CAPITAL PARTNERS LLC’s Form 13F-HR filing with the SEC under CIK 1730467.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 52.0#1,368
Quality
$27.8M377,411 sh - 63.1#702
Quality
$27.2M1,034,558 sh - 58.2#998
Quality
$26.1M265,658 sh - 63.9
Quality
$25.0M857,029 sh - 58.6
Quality
$24.1M114,162 sh - 72.3
Quality
$23.4M301,042 sh - 50.7
Quality
$23.1M147,068 sh - 74.6
Quality
$22.1M106,230 sh - —
Quality
$22.0M1,544,720 sh - 64.7
Quality
$21.5M584,372 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 HENRY SCHEIN INC$HSIC | 52.0#1,368 | $27.8M | 377,411 |
 Keurig Dr Pepper Inc.$KDP | 63.1#702 | $27.2M | 1,034,558 |
 UNITED PARCEL SERVICE INC$UPS | 58.2#998 | $26.1M | 265,658 |
 OPENLANE, Inc.$OPLN | 63.9 | $25.0M | 857,029 |
 CARDINAL HEALTH INC$CAH | 58.6 | $24.1M | 114,162 |
 CISCO SYSTEMS, INC.$CSCO | 72.3 | $23.4M | 301,042 |
 BECTON DICKINSON & CO$BDX | 50.7 | $23.1M | 147,068 |
 AMAZON COM INC$AMZN | 74.6 | $22.1M | 106,230 |
 Rocket Companies, Inc.$RKT | — | $22.0M | 1,544,720 |
 KBR, INC.$KBR | 64.7 | $21.5M | 584,372 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of CLIFFORD CAPITAL PARTNERS LLC's 42 positions.
Showing top 10 of 42 holdings.
Sector Allocation
Consumer Discretionary
$133.1M
Industrials
$128.8M
Healthcare
$99.4M
Financials
$74.5M
Technology
$62.2M
Consumer Staples
$51.4M
Communication Services
$21.3M
Materials
$17.8M
Full Holdings — CLIFFORD CAPITAL PARTNERS LLC (Q1 2026)
All 42 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $HSIC | HENRY SCHEIN INC | $27.8M | 4.6% | +2% | 52 |
| 2 | $KDP | Keurig Dr Pepper Inc. | $27.2M | 4.5% | +29% | 63.1 |
| 3 | $UPS | UNITED PARCEL SERVICE INC | $26.1M | 4.3% | +52% | 58.2 |
| 4 | $OPLN | OPENLANE, Inc. | $25.0M | 4.2% | +40% | 63.9 |
| 5 | $CAH | CARDINAL HEALTH INC | $24.1M | 4.0% | +1% | 58.6 |
| 6 | $CSCO | CISCO SYSTEMS, INC. | $23.4M | 3.9% | +11% | 72.3 |
| 7 | $BDX | BECTON DICKINSON & CO | $23.1M | 3.9% | +37% | 50.7 |
| 8 | $AMZN | AMAZON COM INC | $22.1M | 3.7% | NEW | 74.6 |
| 9 | $RKT | Rocket Companies, Inc. | $22.0M | 3.7% | +23% | — |
| 10 | $KBR | KBR, INC. | $21.5M | 3.6% | NEW | 64.7 |
| 11 |  $PRDO | PERDOCEO EDUCATION Corp | $21.5M | 3.6% | -12% | 69.8 |
| 12 |  $DIS | Walt Disney Co | $21.0M | 3.5% | +39% | 68.9 |
| 13 |  $GPN | GLOBAL PAYMENTS INC | $20.7M | 3.5% | +10% | 42.9 |
| 14 |  $SOLV | Solventum Corp | $20.4M | 3.4% | +1% | 55.7 |
| 15 |  $GBCI | GLACIER BANCORP, INC. | $20.1M | 3.4% | +21% | 62.1 |
| 16 |  $HNI | HNI CORP | $18.3M | 3.0% | -5% | 55.2 |
| 17 |  $NKE | NIKE, Inc. | $18.1M | 3.0% | +29% | 53.4 |
| 18 |  $JNJ | JOHNSON & JOHNSON | $17.9M | 3.0% | -24% | 72.8 |
| 19 |  $RTX | RTX Corp | $17.8M | 3.0% | -19% | 70 |
| 20 |  $REYN | Reynolds Consumer Products Inc. | $17.4M | 2.9% | +0% | 52.8 |
| 21 |  $CTBI | COMMUNITY TRUST BANCORP INC /KY/ | $17.2M | 2.9% | +1% | — |
| 22 |  $MSM | MSC INDUSTRIAL DIRECT CO INC | $15.8M | 2.6% | +3411% | 50.8 |
| 23 |  $EVTC | EVERTEC, Inc. | $15.6M | 2.6% | +27% | 68.1 |
| 24 |  $COLB | COLUMBIA BANKING SYSTEM, INC. | $14.7M | 2.5% | +30% | 33 |
| 25 |  $ECG | Everus Construction Group, Inc. | $14.6M | 2.4% | -33% | 67 |
| 26 |  $WEX | WEX Inc. | $14.1M | 2.4% | -3% | 49 |
| 27 |  $EBAY | EBAY INC | $12.7M | 2.1% | +1% | 69.3 |
| 28 |  $SANM | SANMINA CORP | $12.7M | 2.1% | NEW | 61 |
| 29 |  $LKQ | LKQ CORP | $12.1M | 2.0% | NEW | 54.3 |
| 30 |  $DK | Delek US Holdings, Inc. | $10.5M | 1.8% | -38% | 33.9 |
| 31 |  $CHE | CHEMED CORP | $10.2M | 1.7% | -42% | 67.2 |
| 32 |  $NATL | NCR Atleos Corp | $9.9M | 1.6% | -64% | 46.3 |
| 33 |  $CNR | Core Natural Resources, Inc. | $725,360 | 0.1% | +56% | 51.8 |
| 34 |  $PLAB | PHOTRONICS INC | $671,897 | 0.1% | NEW | 51.1 |
| 35 |  $IESC | IES Holdings, Inc. | $650,858 | 0.1% | +17% | 73.5 |
| 36 |  $KRNT | Kornit Digital Ltd. | $515,460 | 0.1% | +15% | — |
| 37 |  $XRN | Chiron Real Estate Inc. | $491,286 | 0.1% | +1% | 61.8 |
| 38 |  $HWC | HANCOCK WHITNEY CORP | $429,487 | 0.1% | +7% | — |
| 39 |  $WOR | WORTHINGTON ENTERPRISES, INC. | $412,271 | 0.1% | NEW | 54.6 |
| 40 |  $AMCX | AMC Global Media Inc. | $298,733 | 0.1% | +29% | 48.9 |
| 41 |  $BLMN | Bloomin' Brands, Inc. | $266,463 | 0.0% | +1% | 45.2 |
| 42 |  $DOUG | Douglas Elliman Inc. | $259,969 | 0.0% | +1% | 35 |
New Positions (6)
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for CLIFFORD CAPITAL PARTNERS LLC including:
Track CLIFFORD CAPITAL PARTNERS LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for CLIFFORD CAPITAL PARTNERS LLC and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
AI-Powered Hedge Fund Analysis: CLIFFORD CAPITAL PARTNERS LLC
13F Pro is an AI hedge fund tracker and stock research platform. For CLIFFORD CAPITAL PARTNERS LLC (SEC CIK: 1730467), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in CLIFFORD CAPITAL PARTNERS LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.