Sea Cliff Partners Management, LP
CIK: 0002011655SEC EDGAR →
Portfolio Value
$237.3M
Holdings
13
As of
Q4 2025
New Positions
1
Closed Positions
1
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | BRIGHTSPRING HEALTH SVCS INC | 1,019,887 | $38.2M | 16.10% |
| 2 | WESCO INTL INC | 96,000 | $23.5M | 9.90% |
| 3 | PLANET FITNESS INC | 205,000 | $22.2M | 9.37% |
| 4 | HEXCEL CORP NEW | 295,855 | $21.9M | 9.21% |
| 5 | JAMES HARDIE INDS PLC | 998,770 | $20.7M | 8.73% |
| 6 | UDEMY INC | 3,193,686 | $18.7M | 7.87% |
| 7 | GODADDY INC | 138,935 | $17.2M | 7.27% |
| 8 | OKTA INC | 197,000 | $17.0M | 7.18% |
| 9 | CORE & MAIN INC | 272,699 | $14.2M | 5.97% |
| 10 | LIFE TIME GROUP HOLDINGS INC | 467,100 | $12.4M | 5.23% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Industrials | 3 | $59.5M | 25.1% |
| Healthcare | 3 | $59.0M | 24.9% |
| Technology | 3 | $44.7M | 18.8% |
| Consumer Cyclical | 2 | $34.7M | 14.6% |
| Basic Materials | 1 | $20.7M | 8.7% |
| Consumer Defensive | 1 | $18.7M | 7.9% |