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Latest CLIFFORD CAPITAL PARTNERS LLC Stock Portfolio

$600Million– No. of Holdings #42

CLIFFORD CAPITAL PARTNERS LLC Performance:
2026 Q1: -1.9%YTD: -1.9%2025: 15.52%
Performance for 2026 Q1 is -1.9%, and YTD is -1.9%, and 2025 is 15.52%.

About CLIFFORD CAPITAL PARTNERS LLC and 13F Hedge Fund Stock Holdings

CLIFFORD CAPITAL PARTNERS LLC is a hedge fund based in Alpine, UT. On 2026-05-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, CLIFFORD CAPITAL PARTNERS LLC reported an equity portfolio of $600.4 Millions as of 31 Mar, 2026.

The top stock holdings of CLIFFORD CAPITAL PARTNERS LLC are HSIC, KDP, UPS. The fund has invested 4.6% of it's portfolio in SCHEIN HENRY INC and 4.5% of portfolio in KEURIG DR PEPPER INC.

The fund managers got completely rid off DOLBY LABORATORIES INC (DLB), THERMON GROUP HLDGS INC (THR) and SYSCO CORP (SYY) stocks. They significantly reduced their stock positions in NCR ATLEOS CORPORATION, CHEMED CORP NEW (CHE) and DELEK US HLDGS INC NEW (DK). CLIFFORD CAPITAL PARTNERS LLC opened new stock positions in AMAZON COM INC (AMZN), KBR INC (KBR) and SANMINA CORP (SANM). The fund showed a lot of confidence in some stocks as they added substantially to MSC INDL DIRECT INC (MSM), CORE NATURAL RESOURCES INC and UNITED PARCEL SVCS INC (UPS).
CLIFFORD CAPITAL PARTNERS LLC Equity Portfolio Value
Last Reported on: 15 May, 2026

CLIFFORD CAPITAL PARTNERS LLC Annual Return Estimates Vs S&P 500

Our best estimate is that LONE PEAK GLOBAL INVESTORS LLC made a return of -1.9% in the last quarter. In trailing 12 months, it's portfolio return was 13.59%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
amazon com inc22,124,500
kbr inc21,540,000
sanmina corp12,718,600
lkq corp12,054,800
photronics inc671,897
worthington enterprises inc412,271
New stocks bought by CLIFFORD CAPITAL PARTNERS LLC

Additions

Ticker% Inc.
msc indl direct inc3,410
core natural resources inc56.1
united parcel svcs inc52.22
openlane inc39.72
disney walt co38.96
becton dickinson & co37.05
columbia bkg sys inc29.62
keurig dr pepper inc29.24
Additions to existing portfolio by CLIFFORD CAPITAL PARTNERS LLC

Reductions

Ticker% Reduced
ncr atleos corporation-63.5
chemed corp new-42.17
delek us hldgs inc new-37.76
everus constr group-32.72
johnson & johnson-24.1
rtx corporation-18.66
perdoceo ed corp-11.69
hni corp-4.58
CLIFFORD CAPITAL PARTNERS LLC reduced stake in above stock

Sold off

Ticker$ Sold
green plains inc-10,138,200
thermon group hldgs inc-15,987,300
dolby laboratories inc-22,317,800
warner bros discovery inc-6,493,290
sysco corp-14,370,600
cvb finl corp-3,540,770
CLIFFORD CAPITAL PARTNERS LLC got rid off the above stocks

Sector Distribution

LONE PEAK GLOBAL INVESTORS LLC has about 20.2% of it's holdings in Industrials sector.

  • Industrials
  • Consumer Cyclical
  • Healthcare
  • Financial Services
  • Technology
  • Consumer Defensive
  • Others
  • Communication Services
  • Energy
Sector%
Industrials20.2
Consumer Cyclical17.9
Healthcare17.2
Financial Services12.4
Technology11.1
Consumer Defensive8.1
Others7.7
Communication Services3.5
Energy1.7

Market Cap. Distribution

LONE PEAK GLOBAL INVESTORS LLC has about 46.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MID-CAP
  • LARGE-CAP
  • MEGA-CAP
  • UNALLOCATED
  • SMALL-CAP
Category%
MID-CAP40.5
LARGE-CAP32.6
MEGA-CAP13.5
UNALLOCATED7.7
SMALL-CAP5.6

Stocks belong to which Index?

About 73% of the stocks held by LONE PEAK GLOBAL INVESTORS LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50049
Others27
RUSSELL 200024
Top 5 Winners (%)%
DK
delek us hldgs inc new
42.1 %
everus constr group
31.8 %
PRDO
perdoceo ed corp
25.3 %
IESC
ies holdings inc
20.5 %
JNJ
johnson & johnson
15.9 %
Top 5 Winners ($)$
everus constr group
5.0 M
PRDO
perdoceo ed corp
4.8 M
DK
delek us hldgs inc new
4.7 M
JNJ
johnson & johnson
3.2 M
ncr atleos corporation
2.3 M
Top 5 Losers (%)%
DOUG
douglas elliman inc
-30.7 %
AMCX
amc networks inc
-26.3 %
RKT
rocket cos inc
-24.5 %
HNI
hni corp
-20.1 %
solventum corp
-17.5 %
Top 5 Losers ($)$
RKT
rocket cos inc
-7.2 M
HNI
hni corp
-4.9 M
BDX
becton dickinson & co
-4.7 M
solventum corp
-4.3 M
NKE
nike inc
-3.3 M

CLIFFORD CAPITAL PARTNERS LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of CLIFFORD CAPITAL PARTNERS LLC

LONE PEAK GLOBAL INVESTORS LLC has 42 stocks in it's portfolio. About 40.4% of the portfolio is in top 10 stocks. RKT proved to be the most loss making stock for the portfolio. was the most profitable stock for LONE PEAK GLOBAL INVESTORS LLC last quarter.

Last Reported on: 15 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions