Clifford Capital Partners
Latest statistics and disclosures from Clifford Capital Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are CAH, FHB, CTBI, KHC, GIS, and represent 21.60% of Clifford Capital Partners's stock portfolio.
- Added to shares of these 10 stocks: PBI (+$6.2M), EBAY (+$5.4M), NCR (+$5.3M), SRCL, CMP, MMM, CAH, SEE, KHC, DXC.
- Started 1 new stock positions in WU.
- Reduced shares in these 10 stocks: Change Healthcare (-$10M), WSBC, , AZO, SLB, KLXE, TIGO, NXGN, CVGI, WINA.
- Sold out of its positions in AMCX, Change Healthcare, WSBC.
- Clifford Capital Partners was a net buyer of stock by $64M.
- Clifford Capital Partners has $329M in assets under management (AUM), dropping by 40.86%.
- Central Index Key (CIK): 0001730467
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Portfolio Holdings for Clifford Capital Partners
Clifford Capital Partners holds 44 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Cardinal Health (CAH) | 5.1 | $17M | +29% | 221k | 76.87 | |
| First Hawaiian (FHB) | 4.2 | $14M | +26% | 526k | 26.04 | |
| Community Trust Ban (CTBI) | 4.1 | $14M | +24% | 297k | 45.93 | |
| Kraft Heinz (KHC) | 4.1 | $14M | +29% | 333k | 40.71 | |
| General Mills (GIS) | 4.0 | $13M | +3% | 159k | 83.85 | |
| NCR Corporation (NCR) | 4.0 | $13M | +65% | 569k | 23.41 | |
| Dxc Technology (DXC) | 4.0 | $13M | +28% | 502k | 26.50 | |
| CVB Financial (CVBF) | 4.0 | $13M | +14% | 508k | 25.75 | |
| AutoZone (AZO) | 4.0 | $13M | -2% | 5.3k | 2466.18 | |
| Schlumberger Com Stk (SLB) | 3.7 | $12M | -2% | 230k | 53.46 | |
| First Ctzns Bancshares Inc N Cl A (FCNCA) | 3.6 | $12M | +17% | 16k | 758.36 | |
| Raytheon Technologies Corp (RTX) | 3.6 | $12M | +29% | 118k | 100.92 | |
| American Express Company (AXP) | 3.6 | $12M | +29% | 79k | 147.75 | |
| WestAmerica Ban (WABC) | 3.4 | $11M | +25% | 191k | 59.01 | |
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| Evertec (EVTC) | 3.3 | $11M | +26% | 337k | 32.38 | |
| Stericycle (SRCL) | 3.3 | $11M | +57% | 218k | 49.89 | |
| Pitney Bowes (PBI) | 3.3 | $11M | +132% | 2.9M | 3.80 | |
| 3M Company (MMM) | 3.2 | $11M | +57% | 88k | 119.92 | |
| Perdoceo Ed Corp (PRDO) | 3.1 | $10M | +23% | 736k | 13.90 | |
| Compass Minerals International (CMP) | 3.0 | $9.9M | +66% | 241k | 41.00 | |
| eBay (EBAY) | 3.0 | $9.7M | +125% | 235k | 41.47 | |
| GSK Sponsored Adr (GSK) | 2.8 | $9.2M | +29% | 262k | 35.14 | |
| Sealed Air (SEE) | 2.7 | $8.9M | +58% | 178k | 49.88 | |
| Liberty Energy Com Cl A (LBRT) | 2.7 | $8.8M | +25% | 549k | 16.01 | |
| Big Lots (BIG) | 2.7 | $8.7M | +26% | 595k | 14.70 | |
| Cisco Systems (CSCO) | 2.6 | $8.6M | +29% | 180k | 47.64 | |
| Haleon Spon Ads (HLN) | 2.5 | $8.2M | +29% | 1.0M | 8.00 | |
| Johnson & Johnson (JNJ) | 2.3 | $7.7M | +29% | 44k | 176.65 | |
| HNI Corporation (HNI) | 1.5 | $5.0M | +24% | 177k | 28.43 | |
| Qurate Retail Com Ser A (QRTEA) | 0.7 | $2.3M | +25% | 1.4M | 1.63 | |
| Winmark Corporation (WINA) | 0.2 | $586k | -10% | 2.5k | 235.83 | |
| Nextgen Healthcare (NXGN) | 0.2 | $557k | -12% | 30k | 18.78 | |
| Commercial Vehicle (CVGI) | 0.2 | $534k | -11% | 79k | 6.81 | |
| Thermon Group Holdings (THR) | 0.2 | $525k | -11% | 26k | 20.08 | |
| Klx Energy Servics Holdngs I Com New (KLXE) | 0.1 | $482k | -28% | 28k | 17.31 | |
| Hancock Holding Company (HWC) | 0.1 | $470k | -11% | 9.7k | 48.39 | |
| Urban Outfitters (URBN) | 0.1 | $404k | -11% | 17k | 23.85 | |
| Western Union Company (WU) | 0.1 | $401k | NEW | 29k | 13.77 | |
| Fresh Del Monte Produce Ord (FDP) | 0.1 | $387k | -11% | 15k | 26.19 | |
| Reynolds Consumer Prods (REYN) | 0.1 | $386k | -10% | 13k | 29.98 | |
| Voxx Intl Corp Cl A (VOXX) | 0.1 | $366k | -11% | 44k | 8.38 | |
| Millicom Intl Cellular S A Com Stk (TIGO) | 0.1 | $336k | -29% | 27k | 12.63 | |
| Steelcase Cl A (SCS) | 0.1 | $276k | -8% | 39k | 7.07 | |
| Ww Intl (WW) | 0.1 | $218k | 57k | 3.86 | ||
Past Filings by Clifford Capital Partners
SEC 13F filings are viewable for Clifford Capital Partners going back to 2017
- 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
- Clifford Capital Partners 2022 Q1 filed May 5, 2022
- Clifford Capital Partners 2021 Q4 filed Feb. 11, 2022
- Clifford Capital Partners 2021 Q3 filed Nov. 15, 2021
- Clifford Capital Partners 2021 Q2 filed Aug. 13, 2021
- Clifford Capital Partners 2021 Q1 filed May 14, 2021
- Clifford Capital Partners 2020 Q4 filed Feb. 12, 2021
- Clifford Capital Partners 2020 Q3 filed Nov. 13, 2020
- Clifford Capital Partners 2020 Q2 filed Aug. 13, 2020
- Clifford Capital Partners 2020 Q1 filed May 15, 2020
- Clifford Capital Partners 2019 Q4 filed Feb. 14, 2020
- Clifford Capital Partners 2019 Q3 filed Nov. 14, 2019
- Clifford Capital Partners 2019 Q2 filed Aug. 14, 2019