Sea Cliff Partners Management, LP
13 holdingsFiling period: 2026-03-31Current AUM: $250.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BTSG | BRIGHTSPRING HEALTH SVCS INC | 784.4K | $33.4M | $46.8M | 18.68% | -235,443 | 2026-03-31 |
| 2 | WCC | WESCO INTL INC | 86.2K | $23.6M | $29.6M | 11.81% | -9,784 | 2026-03-31 |
| 3 | LTH | LIFE TIME GROUP HOLDINGS INC | 657.1K | $17.7M | $29.6M | 11.82% | +190.0K | 2026-03-31 |
| 4 | OKTA | OKTA INC | 220.1K | $17.3M | $31.2M | 12.46% | +23.1K | 2026-03-31 |
| 5 | ITGR | INTEGER HLDGS CORP | 188.3K | $16.6M | $22.8M | 9.11% | +55.4K | 2026-03-31 |
| 6 | HXL | HEXCEL CORP NEW | 193.2K | $15.6M | $19.9M | 7.94% | -102,619 | 2026-03-31 |
| 7 | — | JAMES HARDIE INDS PLC | 719.0K | $13.6M | $13.6M | 5.43% | -279,763 | 2026-03-31 |
| 8 | UDMY | UDEMY INC | 2.74M | $12.7M | $12.7M | 5.05% | -455,486 | 2026-03-31 |
| 9 | SGRY | SURGERY PARTNERS INC | 1.04M | $12.4M | $16.0M | 6.39% | +366.4K | 2026-03-31 |
| 10 | GDDY | GODADDY INC | 122.6K | $10.1M | $10.1M | 4.05% | -16,326 | 2026-03-31 |
| 11 | CNM | CORE & MAIN INC | 198.7K | $9.8M | $8.7M | 3.48% | -74,005 | 2026-03-31 |
| 12 | PLNT | PLANET FITNESS MASTER ISSUER | 102.5K | $7.6M | $5.7M | 2.29% | -102,519 | 2026-03-31 |
| 13 | OMF | ONEMAIN HLDGS INC | 60.0K | $3.2M | $3.8M | 1.50% | -- | 2026-03-31 |
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