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CCP

Clifford Capital Partners Portfolio holdings

AUM $600M
1-Year Est. Return 19.57%
This Fund
S&P 500
This Quarter Est. Return
-1.9%
1 Year Est. Return
+19.57%
3 Year Est. Return
+54.02%
5 Year Est. Return
+53.26%
10 Year Est. Return
–
AUM
$600M
AUM Growth
+$11.9M
Cap. Flow
+$32.3M
Cap. Flow %
5.38%
Top 10 Hldgs %
40.38%
Holding
48
New
6
Increased
27
Reduced
9
Closed
6

Top Buys

Rank Stock Value
1
KBR icon
KBR
KBR
+$24M
2
AMZN icon
Amazon
AMZN
+$23.4M
3
MSM icon
MSC Industrial Direct
MSM
+$14.9M
4
SANM icon
Sanmina
SANM
+$14.4M
5
LKQ icon
LKQ Corp
LKQ
+$13.2M

Top Sells

Rank Stock Value
1
DLB icon
Dolby
DLB
+$22.3M
2
NATL icon
NCR Atleos
NATL
+$16.3M
3
THR
Thermon Group Holdings
THR
+$16M
4
SYY icon
Sysco
SYY
+$14.4M
5
GPRE icon
Green Plains
GPRE
+$10.1M

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 20.98%
2 Healthcare 20.58%
3 Industrials 19.68%
4 Technology 12.71%
5 Financials 12.41%

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Clifford Capital Partners's Q1 2026 Portfolio in Review

As of Q1 2026, Clifford Capital Partners held 48 positions worth $600M, up 2% from $588M the previous quarter. Its ten largest holdings account for 40% of the portfolio.

Clifford Capital Partners deployed $32.3M of net new capital in Q1 2026, opening 6 new positions and adding to 27 existing holdings. Its largest new stake was KBR: 584,372 shares worth $21.5M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 21% of assets, up from 15% a quarter earlier, followed by Healthcare and Industrials.

On the sell side, the largest reduction was NCR Atleos, an estimated $16.3M trimmed.

  • Clifford Capital Partners's largest Q1 2026 buy was KBR: 584,372 shares worth $21.5M.
  • Clifford Capital Partners added most to MSC Industrial Direct in Q1 2026, an estimated $14.9M increase.
  • Clifford Capital Partners's biggest Q1 2026 reduction was NCR Atleos, cutting an estimated $16.3M.
  • Clifford Capital Partners fully exited Dolby in Q1 2026, selling an estimated $22.3M.
  • Clifford Capital Partners's ten largest holdings make up 40% of its $600M portfolio in Q1 2026.
  • Clifford Capital Partners opened 6 new positions and closed 6 in Q1 2026.
  • Clifford Capital Partners's portfolio value rose 2% quarter-over-quarter to $600M.

Based on Clifford Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.