Sea Cliff Partners Management, LP
CIK 2011655 · Holdings on Dec 31, 2024 · First reported Feb 14, 2025
Top ten holdings
Q4 2024- BTSG10.25%
- UDMY9.56%
- JBTM8.91%
- HXL8.00%
- AZEK7.90%
- GDDY7.39%
- COTY6.87%
- TNET6.78%
- NICE6.48%
- OKTA6.29%
Share classes counted separately78.43%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- NABLWeight decreased · -6.59 pp10.07% → 3.48%Shares -1.23M (-53.35%)
- BTSGWeight increased · +4.52 pp5.73% → 10.25%Shares +571.44K (+49.10%)
- NICEWeight decreased · -3.26 pp9.74% → 6.48%Shares -57.35K (-34.27%)
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 15
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 | $29.55M | 10.25% | 1.74M shares | 5.73% → 10.25%+4.52 pp +571.44K (+49.10%) | Added | ↗▾ |
| 02 | UDMYUDEMY INC View history and evidence | $27.57M | 9.56% | 3.35M shares | 9.71% → 9.56%-0.15 pp -541.71K (-13.92%) | Reduced | ↗▾ |
| 03 | JBTMJBT MAREL CORP View history and evidence | $25.67M | 8.91% | 202.00K shares | 7.19% → 8.91%+1.72 pp -15.76K (-7.24%) | Reduced | ↗▾ |
| 04 | HXLHEXCEL CORP View history and evidence | $23.07M | 8.00% | 368.00K shares | 7.16% → 8.00%+0.84 pp +22.41K (+6.48%) | Added | ↗▾ |
| 05 | AZEKAZEK CO INC/THECL A View history and evidence | $22.79M | 7.90% | 480.00K shares | 8.35% → 7.90%-0.45 pp -52.48K (-9.86%) | Reduced | ↗▾ |
| 06 | GDDYGODADDY INC - CLASS ACL A View history and evidence | $21.32M | 7.39% | 108.00K shares | 5.78% → 7.39%+1.61 pp -2.00K (-1.82%) | Reduced | ↗▾ |
| 07 | COTYCOTY INC-CL ACOM CL A View history and evidence | $19.80M | 6.87% | 2.84M shares | 9.37% → 6.87%-2.50 pp -131.76K (-4.43%) | Reduced | ↗▾ |
| 08 | TNETTRINET GROUP INC View history and evidence | $19.56M | 6.78% | 215.44K shares | 5.04% → 6.78%+1.74 pp +60.44K (+38.99%) | Added | ↗▾ |
| 09 | NICENICE LTD - SPON ADRSPONSORED ADR View history and evidence | $18.68M | 6.48% | 110.00K shares | 9.74% → 6.48%-3.26 pp -57.35K (-34.27%) | Reduced | ↗▾ |
| 10 | OKTAOKTA INCCL A View history and evidence | $18.12M | 6.29% | 230.00K shares | 4.39% → 6.29%+1.90 pp +54.06K (+30.72%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| WCC WESCO INTERNATIONAL INC | Non-derivative | -75,000 | -$12.60M | SEC filing ↗ | SEC filing ↗ |
| ETWO E2OPEN PARENT HOLDINGS INC | Non-derivative | -1,519,582 | -$6.70M | SEC filing ↗ | SEC filing ↗ |
2 / 2 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 2024-12-31
Data loaded 2026-09-23 · First reported 2025-02-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 288287797
}Take these holdings further.
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