Sea Cliff Partners Management, LP Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$293.3B
Holdings
15
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (15 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BTSGBRIGHTSPRING HEALTH SVCS INC | 1,651,171 | $39.0B | 13.28% | |
| 2 | JHXJAMES HARDIE INDS PLC | 908,385 | $24.4B | 8.33% | |
| 3 | HXLHEXCEL CORP NEW | 427,750 | $24.2B | 8.24% | |
| 4 | UDMYUDEMY INC | 3,255,374 | $22.9B | 7.80% | |
| 5 | PTCPTC INC | 131,000 | $22.6B | 7.70% | |
| 6 | OKTAOKTA INC | 209,198 | $20.9B | 7.13% | |
| 7 | PLNTPLANET FITNESS INC | 185,782 | $20.3B | 6.91% | |
| 8 | CZRCAESARS ENTERTAINMENT INC NE | 675,000 | $19.2B | 6.53% | |
| 9 | CNMCORE & MAIN INC | 310,000 | $18.7B | 6.38% | |
| 10 | CXMSPRINKLR INC | 2,166,792 | $18.3B | 6.25% | |
| 11 | GDDYGODADDY INC | 91,995 | $16.6B | 5.65% | |
| 12 | EVHEVOLENT HEALTH INC | 1,233,828 | $13.9B | 4.74% | |
| 13 | CWANCLEARWATER ANALYTICS HLDGS I | 590,203 | $12.9B | 4.41% | |
| 14 | JBTJBT MAREL CORPORATION | 100,000 | $12.0B | 4.10% | |
| 15 | MORNMORNINGSTAR INC | 24,000 | $7.5B | 2.57% |