Sea Cliff Partners Management
Latest statistics and disclosures from Sea Cliff Partners Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BTSG, LTH, WCC, OKTA, JHX, and represent 56.56% of Sea Cliff Partners Management's stock portfolio.
- Added to shares of these 5 stocks: JBTM (+$12M), OMF (+$11M), COUR (+$9.5M), Arxis (+$9.0M), TOST.
- Started 4 new stock positions in Arxis, COUR, TOST, JBTM.
- Reduced shares in these 10 stocks: BTSG (-$16M), Udemy (-$13M), CNM (-$9.8M), OKTA (-$8.2M), PLNT (-$7.6M), HXL (-$7.3M), WCC, GDDY, SGRY, JHX.
- Sold out of its positions in CNM, PLNT, Udemy.
- Sea Cliff Partners Management was a net seller of stock by $-33M.
- Sea Cliff Partners Management has $226M in assets under management (AUM), dropping by 16.43%.
- Central Index Key (CIK): 0002011655
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Portfolio Holdings for Sea Cliff Partners Management
Sea Cliff Partners Management holds 14 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Brightspring Health Svcs (BTSG) | 17.0 | $38M | -30% | 549k | 69.74 |
|
| Life Time Group Holdings Common Stock (LTH) | 11.4 | $26M | -3% | 632k | 40.84 |
|
| WESCO International (WCC) | 11.0 | $25M | -16% | 72k | 345.43 |
|
| Okta Cl A (OKTA) | 9.7 | $22M | -27% | 160k | 136.45 |
|
| James Hardie Inds Ord Shs (JHX) | 7.4 | $17M | -10% | 640k | 26.18 |
|
| Integer Hldgs (ITGR) | 7.3 | $17M | -5% | 177k | 93.45 |
|
| Onemain Holdings (OMF) | 6.6 | $15M | +304% | 243k | 60.97 |
|
| Surgery Partners (SGRY) | 6.3 | $14M | -18% | 846k | 16.80 |
|
| Hexcel Corporation (HXL) | 5.4 | $12M | -37% | 121k | 100.06 |
|
| John Bean Technologies Corporation (JBTM) | 5.2 | $12M | NEW | 81k | 145.00 |
|
| Coursera (COUR) | 4.2 | $9.5M | NEW | 1.7M | 5.64 |
|
| Arxis Cl A Com | 4.0 | $9.0M | NEW | 195k | 46.14 |
|
| Godaddy Cl A (GDDY) | 2.8 | $6.4M | -38% | 75k | 84.88 |
|
| Toast Cl A (TOST) | 1.7 | $3.8M | NEW | 136k | 27.82 |
|
Past Filings by Sea Cliff Partners Management
SEC 13F filings are viewable for Sea Cliff Partners Management going back to 2026
- Sea Cliff Partners Management 2026 Q2 filed Aug. 14, 2026
- Sea Cliff Partners Management 2026 Q1 filed May 15, 2026