Sea Cliff Partners Management, Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$193.7M
Q ending 2026-03-31
Prior quarter
$237.3M
Q ending 2025-12-31
Change
-18.4% QoQ · -30.4% YoY
Positions
13
reported holdings
Largest positions
All 13 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Brightspring Health Svcs Inc | BTSG | Shares | $33.4M | 784K |
| Wesco Intl Inc | WCC | Shares | $23.6M | 86K |
| Life Time Group Holdings Inc | LTH | Shares | $17.7M | 657K |
| Okta Inc | OKTA | Shares | $17.3M | 220K |
| Integer Hldgs Corp | ITGR | Shares | $16.6M | 188K |
| Hexcel Corp New | HXL | Shares | $15.6M | 193K |
| James Hardie Inds Plc | Shares | $13.6M | 719K | |
| Udemy Inc | 7WH | Shares | $12.7M | 2.7M |
| Surgery Partners Inc | SGRY | Shares | $12.4M | 1.0M |
| Godaddy Inc | GDDY | Shares | $10.1M | 123K |
| Core & Main Inc | CNM | Shares | $9.8M | 199K |
| Planet Fitness Master Issuer | PLNT | Shares | $7.6M | 102K |
| Onemain Hldgs Inc | OMF | Shares | $3.2M | 60K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.