Sea Cliff Partners Management, LP Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$261.4B
Holdings
15
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (15 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BTSGBRIGHTSPRING HEALTH SVCS INC | 1,170,000 | $34.6B | 13.23% | |
| 2 | PLNTPLANET FITNESS INC | 210,000 | $21.8B | 8.34% | |
| 3 | UDMYUDEMY INC | 2,973,718 | $20.8B | 7.98% | |
| 4 | CWANCLEARWATER ANALYTICS HLDGS I | 1,101,680 | $19.9B | 7.60% | |
| 5 | OKTAOKTA INC | 214,500 | $19.7B | 7.53% | |
| 6 | HXLHEXCEL CORP NEW | 295,000 | $18.5B | 7.08% | |
| 7 | PTCPTC INC | 87,680 | $17.8B | 6.81% | |
| 8 | WCCWESCO INTL INC | 82,503 | $17.4B | 6.68% | |
| 9 | CZRCAESARS ENTERTAINMENT INC NE | 607,700 | $16.4B | 6.28% | |
| 10 | CNMCORE & MAIN INC | 277,000 | $14.9B | 5.71% | |
| 11 | CXMSPRINKLR INC | 1,892,408 | $14.6B | 5.59% | |
| 12 | GDDYGODADDY INC | 105,000 | $14.4B | 5.50% | |
| 13 | EVHEVOLENT HEALTH INC | 1,466,867 | $12.4B | 4.75% | |
| 14 | JHXJAMES HARDIE INDS PLC | 630,000 | $12.1B | 4.63% | |
| 15 | MORNMORNINGSTAR INC | 26,000 | $6.0B | 2.31% |