Sea Cliff Partners Management, LP — 13F Holdings & Portfolio
CIK 2011655 · latest 13F-HR filed 2026-05-15
Sea Cliff Partners Management, LP manages $193.7M in 13F-reported U.S. long-equity assets across 13 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are BTSG (17.26%), WCC (12.18%), LTH (9.14%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 1 new position, exited 1, added to 3, and trimmed 7.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$193.7M
Long-equity book
13
Distinct positions
2026-03-31
Filed 2026-05-15
+1 / −1 / ↑3 / ↓7
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- INTEGER HLDGS CORP$6.1M +58.9%
- LIFE TIME GROUP HOLDINGS INC$5.3M +42.6%
- SURGERY PARTNERS INC$2.0M +19.1%
Top Trims
- PLANET FITNESS MASTER ISSUER-$14.6M -65.7%
- JAMES HARDIE INDS PLC-$7.1M -34.3%
- GODADDY INC-$7.1M -41.2%
- HEXCEL CORP NEW-$6.2M -28.5%
- UDEMY INC-$6.0M -32.3%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | BRIGHTSPRING HEALTH SVCS INC | BTSG | 10950A106 | $33.4M | 17.26% | 784,444 | SH |
| 2 | WESCO INTL INC | WCC | 95082P105 | $23.6M | 12.18% | 86,216 | SH |
| 3 | LIFE TIME GROUP HOLDINGS INC | LTH | 53190C102 | $17.7M | 9.14% | 657,105 | SH |
| 4 | OKTA INC | OKTA | 679295105 | $17.3M | 8.94% | 220,078 | SH |
| 5 | INTEGER HLDGS CORP | ITGR | 45826H109 | $16.6M | 8.56% | 188,331 | SH |
| 6 | HEXCEL CORP NEW | HXL | 428291108 | $15.6M | 8.07% | 193,236 | SH |
| 7 | JAMES HARDIE INDS PLC | JHX | G4253H101 | $13.6M | 7.03% | 719,007 | SH |
| 8 | UDEMY INC | UDMY | 902685106 | $12.7M | 6.53% | 2,738,200 | SH |
| 9 | SURGERY PARTNERS INC | SGRY | 86881A100 | $12.4M | 6.40% | 1,039,799 | SH |
| 10 | GODADDY INC | GDDY | 380237107 | $10.1M | 5.23% | 122,609 | SH |
| 11 | CORE & MAIN INC | CNM | 21874C102 | $9.8M | 5.07% | 198,694 | SH |
| 12 | PLANET FITNESS MASTER ISSUER | PLNT | 72703H101 | $7.6M | 3.94% | 102,481 | SH |
| 13 | ONEMAIN HLDGS INC | OMF | 68268W103 | $3.2M | 1.66% | 60,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $193.7M | 13 | 0001420506-26-001094 |
| 2025-12-31 | 2026-02-17 | $237.3M | 13 | 0001420506-26-000487 |
| 2025-09-30 | 2025-11-14 | $261.4M | 15 | 0001420506-25-003278 |