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Harvey Olsingch

@Clifford Capital Partners Llc

Latest period2024 - Q3ReportedManaged Assets$502.105MTotal holdings55
Assets growth rate9.22%Assets growth rate (2-Q avg)12.99%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Clifford Capital Partners Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 55 positions.

Assets under management

The assets under management (AUM) of Clifford Capital Partners Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 502.105M in assets, with a quarterly growth rate of 9.22% and a 2-quarter average growth rate of 12.99%. The portfolio is managed by Harvey Olsingch, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
WBDWarner Bros Discovery Inc
Recent Activity
Decreased -3.29%
3.16%
$15.828M
1.919M shares@ $8.26 avg price
GISGeneral Mls Inc
Recent Activity
Decreased -3.31%
3.09%
$15.502M
209,916 shares@ $73.86 avg price
KHCKraft Heinz Co
Recent Activity
Decreased -3.29%
3.08%
$15.445M
439,917 shares@ $35.12 avg price
DISDisney Walt Co
Recent Activity
Decreased -3.32%
3.07%
$15.394M
160,035 shares@ $96.2 avg price
EVTCEvertec Inc
Recent Activity
Decreased -2.64%
3.03%
$15.171M
447,645 shares@ $33.89 avg price
CAHCardinal Health Inc
Recent Activity
Decreased -3.36%
2.98%
$14.955M
135,314 shares@ $110.52 avg price
CTBICommunity Tr Bancorp Inc
Recent Activity
Decreased -10%
2.89%
$14.503M
292,055 shares@ $49.66 avg price
PRDOPerdoceo Ed Corp
Recent Activity
Decreased -3.16%
2.82%
$14.131M
635,402 shares@ $22.24 avg price
DXCDxc Technology Co
Recent Activity
Decreased -4.54%
2.72%
$13.638M
657,242 shares@ $20.76 avg price
AXPAmerican Express Co
Recent Activity
Decreased -33.01%
2.68%
$13.412M
49,455 shares@ $271.2 avg price