Sea Cliff Partners Management, LP Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$237.3B
Holdings
13
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (13 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BTSGBRIGHTSPRING HEALTH SVCS INC | 1,019,887 | $38.2B | 16.10% | |
| 2 | WCCWESCO INTL INC | 96,000 | $23.5B | 9.90% | |
| 3 | PLNTPLANET FITNESS INC | 205,000 | $22.2B | 9.37% | |
| 4 | HXLHEXCEL CORP NEW | 295,855 | $21.9B | 9.21% | |
| 5 | JHXJAMES HARDIE INDS PLC | 998,770 | $20.7B | 8.73% | |
| 6 | UDMYUDEMY INC | 3,193,686 | $18.7B | 7.87% | |
| 7 | GDDYGODADDY INC | 138,935 | $17.2B | 7.27% | |
| 8 | OKTAOKTA INC | 197,000 | $17.0B | 7.18% | |
| 9 | CNMCORE & MAIN INC | 272,699 | $14.2B | 5.97% | |
| 10 | LTHLIFE TIME GROUP HOLDINGS INC | 467,100 | $12.4B | 5.23% | |
| 11 | ITGRINTEGER HLDGS CORP | 132,972 | $10.4B | 4.40% | |
| 12 | SGRYSURGERY PARTNERS INC | 673,351 | $10.4B | 4.38% | |
| 13 | CXMSPRINKLR INC | 1,334,112 | $10.4B | 4.37% |