Institutions / Sea Cliff Partners Management, LP
Sea Cliff Partners Management, LP
CIK 2011655 · Institution · as of Dec 31, 2025
Portfolio value
$237.26M
Positions
13
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| BrightSpring Health Services, Inc. | $38.19M | 16.1% |
| Wesco International Inc | $23.49M | 9.9% |
| Planet Fitness, Inc. | $22.24M | 9.4% |
| Hexcel Corp /De | $21.86M | 9.2% |
| James Hardie Industries PLC | $20.72M | 8.7% |
| Udemy, Inc. | $18.68M | 7.9% |
| GoDaddy Inc. | $17.24M | 7.3% |
| Okta, Inc. | $17.03M | 7.2% |
| Core & Main, Inc. | $14.17M | 6.0% |
| Life Time Group Holdings, Inc. | $12.42M | 5.2% |
| Integer Holdings Corp | $10.43M | 4.4% |
| Surgery Partners, Inc. | $10.40M | 4.4% |
| Sprinklr, Inc. | $10.38M | 4.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.