Sea Cliff Partners Management, LP
CIK 2011655 · Holdings on Jun 30, 2026 · First reported Aug 14, 2026
Top ten holdings
Q2 2026- BTSG16.98%
- LTH11.44%
- WCC11.03%
- OKTA9.68%
- JHX7.43%
- ITGR7.34%
- OMF6.57%
- SGRY6.30%
- HXL5.35%
- JBTM5.18%
Share classes counted separately87.30%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- OMFWeight increased · +4.91 pp1.66% → 6.57%Shares +182.99K (+304.99%)
- HXLWeight decreased · -2.72 pp8.07% → 5.35%Shares -72.63K (-37.59%)
- GDDYWeight decreased · -2.41 pp5.23% → 2.82%Shares -47.61K (-38.83%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 14
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | BTSGBRIGHTSPRING HEALTH SERVICES View history and evidence | $38.28M | 16.98% | 548.93K shares | 17.26% → 16.98%-0.28 pp -235.51K (-30.02%) | Reduced | ▾ |
| 02 | LTHLIFE TIME GROUP HOLDINGS INCCOMMON STOCK View history and evidence | $25.81M | 11.44% | 631.90K shares | 9.14% → 11.44%+2.30 pp -25.20K (-3.84%) | Reduced | ▾ |
| 03 | WCCWESCO INTERNATIONAL INC View history and evidence | $24.87M | 11.03% | 72.00K shares | 12.18% → 11.03%-1.15 pp -14.22K (-16.49%) | Reduced | ▾ |
| 04 | OKTAOKTA INCCL A View history and evidence | $21.83M | 9.68% | 160.00K shares | 8.94% → 9.68%+0.74 pp -60.08K (-27.30%) | Reduced | ▾ |
| 05 | JHXJAMES HARDIE IND PLCORD SHS View history and evidence | $16.76M | 7.43% | 640.27K shares | 7.03% → 7.43%+0.40 pp -78.74K (-10.95%) | Reduced | ▾ |
| 06 | ITGRINTEGER HOLDINGS CORP View history and evidence | $16.55M | 7.34% | 177.11K shares | 8.56% → 7.34%-1.22 pp -11.22K (-5.96%) | Reduced | ▾ |
| 07 | OMFONEMAIN HOLDINGS INC View history and evidence | $14.82M | 6.57% | 242.99K shares | 1.66% → 6.57%+4.91 pp +182.99K (+304.99%) | Added | ▾ |
| 08 | SGRYSURGERY PARTNERS INC View history and evidence | $14.21M | 6.30% | 845.86K shares | 6.40% → 6.30%-0.10 pp -193.94K (-18.65%) | Reduced | ▾ |
| 09 | HXLHEXCEL CORP View history and evidence | $12.07M | 5.35% | 120.61K shares | 8.07% → 5.35%-2.72 pp -72.63K (-37.59%) | Reduced | ▾ |
| 10 | JBTMJBT MAREL CORP View history and evidence | $11.69M | 5.18% | 80.60K shares | Prior unavailable +80.60K | New | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| UDMY UDEMY INC | Non-derivative | -2,738,200 | -$12.65M | SEC filing ↗ | SEC filing ↗ |
| CNM CORE & MAIN INC-CLASS A | Non-derivative | -198,694 | -$9.82M | SEC filing ↗ | SEC filing ↗ |
| PLNT PLANET FITNESS INC - CL A | Non-derivative | -102,481 | -$7.62M | SEC filing ↗ | SEC filing ↗ |
3 / 3 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2011655 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 225522436
}Take these holdings further.
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