CLIFFORD CAPITAL PARTNERS LLC
•CIK: 1730467•Filing: Q4 2025
**CLIFFORD CAPITAL PARTNERS LLC** manages $588M across a concentrated portfolio of 42 positions. The fund exhibits significant conviction in its top holdings, notably allocating $28.0M to HSIC and $24.5M to SOLV. Further substantial weight is placed on RKT ($24.3M), HNI ($24.1M), and NATL ($23.7M). This structure suggests a highly selective, large-cap tilt across diverse sectors.
Total AUM
$588.5M
QoQ Performance
+1.7%
Positions
42
Top 10 Concentration
40.0%
Latest Filing
Q4 2025
Top Holdings Allocation
HSIC4.8%
SOLV4.2%
RKT4.1%
HNI4.1%
NATL4.0%
CAH3.9%
KDP3.8%
FUO3.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other80.7%
Industrial6.5%
Technology3.6%
Healthcare3.4%
Communication3.0%
Consumer2.9%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW2 new positions
↑13 increased
↓26 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023