Sea Cliff Partners Management, LP
CIK: 0002011655Latest portfolio: $237.3M · Q4 2025
Holdings
13
Total Value
$237.3M
New Positions
3
Closed Positions
5
Top Holdings
| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | BTSGBRIGHTSPRING HEALTH SVCS INC | 1,019,887 | $38.2M | 16.10% | -150,113 | |
| 2 | WCCWESCO INTL INC | 96,000 | $23.5M | 9.90% | +13K | |
| 3 | PLNTPLANET FITNESS INC | 205,000 | $22.2M | 9.37% | -5,000 | |
| 4 | HXLHEXCEL CORP NEW | 295,855 | $21.9M | 9.21% | +855 | |
| 5 | JHXJAMES HARDIE INDS PLC | 998,770 | $20.7M | 8.73% | +369K | |
| 6 | UDMYUDEMY INC | 3,193,686 | $18.7M | 7.87% | +220K | |
| 7 | GDDYGODADDY INC | 138,935 | $17.2M | 7.27% | +34K | |
| 8 | OKTAOKTA INC | 197,000 | $17.0M | 7.18% | -17,500 | |
| 9 | CNMCORE & MAIN INC | 272,699 | $14.2M | 5.97% | -4,301 | |
| 10 | LTHLIFE TIME GROUP HOLDINGS INC | 467,100 | $12.4M | 5.23% | NEW | |
| 11 | ITGRINTEGER HLDGS CORP | 132,972 | $10.4M | 4.40% | NEW | |
| 12 | SGRYSURGERY PARTNERS INC | 673,351 | $10.4M | 4.38% | NEW | |
| 13 | CXMSPRINKLR INC | 1,334,112 | $10.4M | 4.37% | -558,296 |
Quarterly Changes
Sector Breakdown
Healthcare0.0% ($381941.0T)
Industrials0.0% ($234852.2T)
Technology0.0% ($172391.7T)
Consumer Cyclical0.0% ($2.2T)
Basic Materials0.0% ($20.7M)
Consumer Defensive0.0% ($18.7M)
Filing History
Fund Information
Sea Cliff Partners Management, LP is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $237.3M across 13 holdings. The largest position is BRIGHTSPRING HEALTH SVCS INC (BTSG), representing 16.1% of the portfolio. Compared to the previous quarter, the fund opened 3 new positions and closed 5 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.