Sea Cliff Partners Management, LP Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$288.3B
Holdings
15
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (15 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BTSGBRIGHTSPRING HEALTH SVCS INC | 1,735,150 | $29.5B | 10.25% | |
| 2 | UDMYUDEMY INC | 3,349,839 | $27.6B | 9.56% | |
| 3 | JBTJOHN BEAN TECHNOLOGIES CORP | 202,000 | $25.7B | 8.91% | |
| 4 | HXLHEXCEL CORP NEW | 368,000 | $23.1B | 8.00% | |
| 5 | AZEKAZEK CO INC | 480,000 | $22.8B | 7.90% | |
| 6 | GDDYGODADDY INC | 108,000 | $21.3B | 7.39% | |
| 7 | COTYCOTY INC | 2,844,612 | $19.8B | 6.87% | |
| 8 | TNETTRINET GROUP INC | 215,439 | $19.6B | 6.78% | |
| 9 | NSYNICE LTD | 110,000 | $18.7B | 6.48% | |
| 10 | OKTAOKTA INC | 230,000 | $18.1B | 6.29% | |
| 11 | PLAYDAVE & BUSTERS ENTMT INC | 535,000 | $15.6B | 5.42% | |
| 12 | MTCHMATCH GROUP INC NEW | 473,129 | $15.5B | 5.37% | |
| 13 | CNMCORE & MAIN INC | 230,000 | $11.7B | 4.06% | |
| 14 | NABLN-ABLE INC | 1,072,790 | $10.0B | 3.48% | |
| 15 | EVHEVOLENT HEALTH INC | 830,000 | $9.3B | 3.24% |