Sea Cliff Partners Management, LP Q1 2025 Filing
Filed May 14, 2025
Portfolio Value
$278.4B
Holdings
15
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (15 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BTSGBRIGHTSPRING HEALTH SVCS INC | 2,033,247 | $36.8B | 13.21% | |
| 2 | UDMYUDEMY INC | 3,775,059 | $29.3B | 10.52% | |
| 3 | AZEKAZEK CO INC | 584,376 | $28.6B | 10.26% | |
| 4 | GDDYGODADDY INC | 156,117 | $28.1B | 10.10% | |
| 5 | HXLHEXCEL CORP NEW | 461,202 | $25.3B | 9.07% | |
| 6 | JBTJBT MAREL CORPORATION | 155,543 | $19.0B | 6.83% | |
| 7 | PTCPTC INC | 121,000 | $18.7B | 6.74% | |
| 8 | OKTAOKTA INC | 171,200 | $18.0B | 6.47% | |
| 9 | CNMCORE & MAIN INC | 351,100 | $17.0B | 6.09% | |
| 10 | MTCHMATCH GROUP INC NEW | 535,000 | $16.7B | 6.00% | |
| 11 | CZRCAESARS ENTERTAINMENT INC NE | 626,916 | $15.7B | 5.63% | |
| 12 | EVHEVOLENT HEALTH INC | 1,250,158 | $11.8B | 4.25% | |
| 13 | PLAYDAVE & BUSTERS ENTMT INC | 472,656 | $8.3B | 2.98% | |
| 14 | PLNTPLANET FITNESS INC | 38,255 | $3.7B | 1.33% | |
| 15 | CXMSPRINKLR INC | 170,000 | $1.4B | 0.51% |