Clifford Capital Partners as of Sept. 30, 2019
Portfolio Holdings for Clifford Capital Partners
Clifford Capital Partners holds 34 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Stericycle (SRCL) | 4.7 | $9.7M | 190k | 50.93 | |
| Fastenal Company (FAST) | 4.0 | $8.4M | 257k | 32.67 | |
| eBay (EBAY) | 4.0 | $8.2M | 211k | 38.98 | |
| American Express Company (AXP) | 3.9 | $8.0M | 68k | 118.28 | |
| Cdk Global Inc equities | 3.8 | $7.8M | 162k | 48.09 | |
| First Hawaiian (FHB) | 3.7 | $7.6M | 286k | 26.70 | |
| Dolby Laboratories (DLB) | 3.6 | $7.5M | 116k | 64.64 | |
| CVB Financial (CVBF) | 3.5 | $7.3M | 349k | 20.87 | |
| Exelon Corporation (EXC) | 3.5 | $7.2M | 150k | 48.31 | |
| Cit | 3.4 | $7.0M | 154k | 45.31 | |
| WestAmerica Ban (WABC) | 3.3 | $6.9M | 111k | 62.18 | |
| International Business Machines (IBM) | 3.2 | $6.6M | 45k | 145.41 | |
| AutoZone (AZO) | 3.1 | $6.5M | 6.0k | 1084.64 | |
| NCR Corporation (VYX) | 3.1 | $6.4M | 204k | 31.56 | |
| Cisco Systems (CSCO) | 3.1 | $6.4M | 130k | 49.41 | |
| General Mills (GIS) | 3.1 | $6.3M | 115k | 55.12 | |
| Abercrombie & Fitch (ANF) | 3.0 | $6.2M | 400k | 15.60 | |
| Target Corporation (TGT) | 3.0 | $6.1M | 58k | 106.91 | |
| Kraft Heinz (KHC) | 2.8 | $5.8M | 206k | 27.94 | |
| WesBan (WSBC) | 2.8 | $5.7M | 154k | 37.37 | |
| Compass Minerals International (CMP) | 2.7 | $5.6M | 99k | 56.49 | |
| GlaxoSmithKline | 2.7 | $5.5M | 129k | 42.68 | |
| Evertec (EVTC) | 2.6 | $5.5M | 176k | 31.22 | |
| Raytheon Company | 2.6 | $5.5M | 28k | 196.19 | |
| Big Lots (BIG) | 2.6 | $5.3M | 218k | 24.50 | |
| Nordstrom (JWN) | 2.6 | $5.3M | 157k | 33.67 | |
| HNI Corporation (HNI) | 2.5 | $5.2M | 146k | 35.50 | |
| Johnson & Johnson (JNJ) | 2.4 | $5.0M | 39k | 129.39 | |
| Harley-Davidson (HOG) | 2.3 | $4.7M | 131k | 35.97 | |
| Fresh Del Monte Produce (FDP) | 2.2 | $4.6M | 135k | 34.11 | |
| Community Trust Ban (CTBI) | 2.2 | $4.6M | 108k | 42.58 | |
| GameStop (GME) | 1.7 | $3.4M | 622k | 5.52 | |
| Pitney Bowes (PBI) | 1.4 | $2.8M | 616k | 4.57 | |
| Klx Energy Servics Holdngs I | 1.1 | $2.3M | 266k | 8.65 |
