Sea Cliff Partners Management as of March 31, 2026
Portfolio Holdings for Sea Cliff Partners Management
Sea Cliff Partners Management holds 13 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Brightspring Health Svcs (BTSG) | 17.3 | $33M | 784k | 42.61 | |
| WESCO International (WCC) | 12.2 | $24M | 86k | 273.62 | |
| Life Time Group Holdings Common Stock (LTH) | 9.1 | $18M | 657k | 26.94 | |
| Okta Cl A (OKTA) | 8.9 | $17M | 220k | 78.71 | |
| Integer Hldgs (ITGR) | 8.6 | $17M | 188k | 88.00 | |
| Hexcel Corporation (HXL) | 8.1 | $16M | 193k | 80.93 | |
| James Hardie Inds Ord Shs (JHX) | 7.0 | $14M | 719k | 18.94 | |
| Udemy (UDMY) | 6.5 | $13M | 2.7M | 4.62 | |
| Surgery Partners (SGRY) | 6.4 | $12M | 1.0M | 11.92 | |
| Godaddy Cl A (GDDY) | 5.2 | $10M | 123k | 82.67 | |
| Core & Main Cl A (CNM) | 5.1 | $9.8M | 199k | 49.40 | |
| Planet Fitness Master Issuer Cl A (PLNT) | 3.9 | $7.6M | 103k | 74.38 | |
| Onemain Holdings (OMF) | 1.7 | $3.2M | 60k | 53.49 |
