Sea Cliff Partners Management as of June 30, 2026
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 | 549k | 69.74 | |
| Life Time Group Holdings Common Stock (LTH) | 11.4 | $26M | 632k | 40.84 | |
| WESCO International (WCC) | 11.0 | $25M | 72k | 345.43 | |
| Okta Cl A (OKTA) | 9.7 | $22M | 160k | 136.45 | |
| James Hardie Inds Ord Shs (JHX) | 7.4 | $17M | 640k | 26.18 | |
| Integer Hldgs (ITGR) | 7.3 | $17M | 177k | 93.45 | |
| Onemain Holdings (OMF) | 6.6 | $15M | 243k | 60.97 | |
| Surgery Partners (SGRY) | 6.3 | $14M | 846k | 16.80 | |
| Hexcel Corporation (HXL) | 5.4 | $12M | 121k | 100.06 | |
| John Bean Technologies Corporation (JBTM) | 5.2 | $12M | 81k | 145.00 | |
| Coursera (COUR) | 4.2 | $9.5M | 1.7M | 5.64 | |
| Arxis Cl A Com | 4.0 | $9.0M | 195k | 46.14 | |
| Godaddy Cl A (GDDY) | 2.8 | $6.4M | 75k | 84.88 | |
| Toast Cl A (TOST) | 1.7 | $3.8M | 136k | 27.82 |
