Clifford Capital Partners
Latest statistics and disclosures from Lone Peak Global Investors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are HSIC, KDP, UPS, OPLN, CAH, and represent 21.70% of Lone Peak Global Investors's stock portfolio.
- Added to shares of these 10 stocks: AMZN (+$22M), KBR (+$22M), MSM (+$15M), SANM (+$13M), LKQ (+$12M), UPS (+$9.0M), OPLN (+$7.1M), BDX (+$6.3M), KDP (+$6.2M), DIS (+$5.9M).
- Started 6 new stock positions in LKQ, KBR, SANM, PLAB, AMZN, WOR.
- Reduced shares in these 10 stocks: , NATL (-$17M), , SYY (-$14M), GPRE (-$10M), CHE (-$7.4M), ECG (-$7.1M), WBD (-$6.5M), DK (-$6.4M), JNJ (-$5.7M).
- Sold out of its positions in CVBF, DLB, GPRE, SYY, Thermon Group Holdings, WBD.
- Lone Peak Global Investors was a net buyer of stock by $19M.
- Lone Peak Global Investors has $600M in assets under management (AUM), dropping by 2.03%.
- Central Index Key (CIK): 0001730467
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Portfolio Holdings for Lone Peak Global Investors
Lone Peak Global Investors holds 42 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Henry Schein (HSIC) | 4.6 | $28M | 377k | 73.70 |
|
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| Keurig Dr Pepper (KDP) | 4.5 | $27M | +29% | 1.0M | 26.33 |
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| United Parcel Svcs CL B (UPS) | 4.4 | $26M | +52% | 266k | 98.38 |
|
| KAR Auction Services (OPLN) | 4.2 | $25M | +39% | 857k | 29.15 |
|
| Cardinal Health (CAH) | 4.0 | $24M | 114k | 211.31 |
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| Cisco Systems (CSCO) | 3.9 | $23M | +10% | 301k | 77.59 |
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| Becton, Dickinson and (BDX) | 3.9 | $23M | +37% | 147k | 157.23 |
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| Amazon (AMZN) | 3.7 | $22M | NEW | 106k | 208.27 |
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| Rocket Cos Com Cl A (RKT) | 3.7 | $22M | +22% | 1.5M | 14.25 |
|
| KBR (KBR) | 3.6 | $22M | NEW | 584k | 36.86 |
|
| Perdoceo Ed Corp (PRDO) | 3.6 | $22M | -11% | 577k | 37.21 |
|
| Walt Disney Company (DIS) | 3.5 | $21M | +38% | 218k | 96.38 |
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| Global Payments (GPN) | 3.5 | $21M | +9% | 308k | 67.30 |
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| Solventum Corp Com Shs (SOLV) | 3.4 | $20M | 313k | 65.30 |
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| Glacier Ban (GBCI) | 3.4 | $20M | +20% | 450k | 44.67 |
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| HNI Corporation (HNI) | 3.0 | $18M | -4% | 548k | 33.39 |
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| Nike CL B (NKE) | 3.0 | $18M | +28% | 343k | 52.82 |
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| Johnson & Johnson (JNJ) | 3.0 | $18M | -24% | 73k | 244.44 |
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| Raytheon Technologies Corp (RTX) | 3.0 | $18M | -18% | 92k | 192.90 |
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| Reynolds Consumer Prods (REYN) | 2.9 | $17M | 821k | 21.18 |
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| Community Trust Ban (CTBI) | 2.9 | $17M | 283k | 60.72 |
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| Msc Indl Direct Cl A (MSM) | 2.6 | $16M | +3410% | 171k | 92.27 |
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| Evertec (EVTC) | 2.6 | $16M | +27% | 552k | 28.22 |
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| Columbia Banking System (COLB) | 2.5 | $15M | +29% | 537k | 27.43 |
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| Everus Constr Group (ECG) | 2.4 | $15M | -32% | 123k | 118.06 |
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| Wright Express (WEX) | 2.4 | $14M | -3% | 92k | 153.04 |
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| eBay (EBAY) | 2.1 | $13M | 140k | 91.02 |
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| Sanmina (SANM) | 2.1 | $13M | NEW | 98k | 129.64 |
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| LKQ Corporation (LKQ) | 2.0 | $12M | NEW | 410k | 29.37 |
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| Delek Us Holdings (DK) | 1.7 | $11M | -37% | 233k | 45.07 |
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| Chemed Corp Com Stk (CHE) | 1.7 | $10M | -42% | 27k | 377.74 |
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| Ncr Atleos Corporation Com Shs (NATL) | 1.6 | $9.9M | -63% | 227k | 43.58 |
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| Core Natural Resources Com Shs (CNR) | 0.1 | $725k | +56% | 6.9k | 104.73 |
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| Photronics (PLAB) | 0.1 | $672k | NEW | 17k | 40.41 |
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| Ies Hldgs (IESC) | 0.1 | $651k | +17% | 1.4k | 476.47 |
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| Kornit Digital SHS (KRNT) | 0.1 | $516k | +14% | 35k | 14.66 |
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| Chiron Real Estate Com New (XRN) | 0.1 | $491k | 15k | 33.08 |
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| Hancock Holding Company (HWC) | 0.1 | $430k | +7% | 6.8k | 63.59 |
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| Worthington Industries (WOR) | 0.1 | $412k | NEW | 7.9k | 52.14 |
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| Amc Networks Cl A (AMCX) | 0.0 | $299k | +28% | 44k | 6.79 |
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| Bloomin Brands (BLMN) | 0.0 | $267k | 49k | 5.40 |
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| Douglas Elliman (DOUG) | 0.0 | $260k | 159k | 1.64 |
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Past Filings by Lone Peak Global Investors
SEC 13F filings are viewable for Lone Peak Global Investors going back to 2017
- Lone Peak Global Investors 2026 Q1 filed May 15, 2026
- Clifford Capital Partners 2025 Q4 filed Feb. 17, 2026
- Clifford Capital Partners 2025 Q3 filed Nov. 14, 2025
- Clifford Capital Partners 2025 Q2 filed Aug. 12, 2025
- Clifford Capital Partners 2025 Q1 filed May 14, 2025
- Clifford Capital Partners 2024 Q4 filed Feb. 14, 2025
- Clifford Capital Partners 2024 Q3 filed Nov. 13, 2024
- Clifford Capital Partners 2024 Q2 filed Sept. 20, 2024
- Clifford Capital Partners 2024 Q1 filed May 7, 2024
- Clifford Capital Partners 2023 Q3 filed Nov. 13, 2023
- Clifford Capital Partners 2023 Q2 filed Aug. 10, 2023
- Clifford Capital Partners 2023 Q1 filed May 10, 2023
- Clifford Capital Partners 2022 Q4 filed Feb. 9, 2023
- Clifford Capital Partners 2022 Q3 filed Nov. 8, 2022
- Clifford Capital Partners 2022 Q2 restated filed Aug. 9, 2022
- Clifford Capital Partners 2022 Q2 filed Aug. 8, 2022