CLIFFORD CAPITAL PARTNERS LLC

Long Only Manager • Value

CLIFFORD CAPITAL PARTNERS LLC is a Value-focused institution based in Alpine, UT led by Roger Allen Hill, managing $578.6M across 43 long positions as of Q3 2025 with SOLV as the largest holding (4% allocation).

CEORoger Allen Hill

Portfolio Value: $578.6M
Positions: 43
Top Holding: SOLV at 4.44%
Last Reported: Q3 2025

Address363 S. Main Street, Suite #101, Alpine, UT, 84004, United States

Top Holdings

Largest long holdings in CLIFFORD CAPITAL PARTNERS LLC's portfolio (39.9% of total portfolio)

See all holdings

GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Solventum SOLV	Medical - Care Facilities Healthcare	$25.7M	4.44%	+$6.0M Bought	0.20% 352.2K shares	Q2 2024 Held for 1y 5m
2 Henry Schein HSIC	Medical - Distribution Healthcare	$24.8M	4.29%	+$9.1M Bought	0.31% 373.7K shares	Q4 2024 Held for 11 months
3 NCR Atleos NATL	Software - Application Technology	$24.7M	4.27%	-$4.3M Sold	0.85% 628.1K shares	Q4 2023 Held for 1y 11m
4 Johnson & Johnson JNJ	Drug Manufacturers - General Healthcare	$24.0M	4.16%	-$2.8M Sold	0.01% 129.7K shares	Q4 2017 Held for 7y 11m
5 Becton, Dickinson and Company BDX	Medical - Instruments & Supplies Healthcare	$23.1M	3.99%	+$9.2M Bought	0.04% 123.3K shares	Q2 2025 Held for 5 months
6 HNI HNI	Business Equipment & Supplies Industrials	$22.2M	3.84%	+$8.6M Bought	1.03% 474.1K shares	Q4 2017 Held for 7y 11m
7 Glacier Bancorp GBCI	Banks - Regional Financial Services	$22.1M	3.83%	+$48.3K Bought	0.38% 455.0K shares	Q2 2023 Held for 2y 5m
8 Dolby Laboratories, Inc. DLB	Information Technology Services Technology	$22.0M	3.81%	+$2.9M Bought	0.32% 304.3K shares	Q1 2024 Held for 1y 8m
9 Cardinal Health CAH	Medical - Distribution Healthcare	$21.0M	3.64%	+$39.7K Bought	0.06% 134.0K shares	Q2 2021 Held for 4y 5m
10 CHE Chemed CHE	Medical - Care Facilities Healthcare	$21.0M	3.64%	+$20.7M Bought	0.32% 47.0K shares	Q1 2025 Held for 8 months

See all holdings

GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in CLIFFORD CAPITAL PARTNERS LLC's latest filing

See all changes

GthenC

Market Value

$578.6M

Prior: $524.5M

Q/Q Change

+10.32%

+$54.1M

Net Flows % of MV

+1.31%

Turnover Ratio

16.44%

New Purchases

4 stocks

$10.6M

Added To

28 stocks

+$88.3M

Sold Out Of

7 stocks

$65.0M

Reduced Holdings

10 stocks

-$26.4M

Increased Positions

Position	Shares Δ	Change
1 Bath & Body Works BBWI	New	0 → 380.4K +$9.8M
2 Kornit Digital KRNT	New	0 → 23.6K +$318.3K
3 Cornerstone Building Brands CNR	New	0 → 3.0K +$254.0K
4 Bloomin' Brands, Inc. BLMN	New	0 → 32.0K +$229.7K
5 CHE Chemed CHE	+5,818.14%	794.0 → 47.0K +$20.7M

Decreased Positions

Position	Shares Δ	Change
1 Kenvue KVUE	Sold	804.7K → 0 −$16.8M
2 Fidelity National Information Services FIS	Sold	195.8K → 0 −$15.9M
3 Millicom International Cellular TIGO	Sold	358.0K → 0 −$13.4M
4 Humana HUM	Sold	40.5K → 0 −$9.9M
5 LKQ LKQ	Sold	224.9K → 0 −$8.3M