Sea Cliff Partners Management, LP
13F Reported Value
ⓘ$193.7M
Holdings
13
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Sea Cliff Partners Management, LP disclosed 13 positions worth $193.7M in its Form 13F-HR for Q1 2026, led by $BTSG (BrightSpring Health Services, Inc.) at 17.3% of the equity portfolio, followed by $WCC and $LTH. During the quarter the fund opened 1 new position and exited 1 — including a new stake in $OMF and a full exit from $CXM. The portfolio is most concentrated in Healthcare (32.2% of disclosed assets). All figures are sourced directly from Sea Cliff Partners Management, LP’s Form 13F-HR filing with the SEC under CIK 2011655.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 64.3#642
Quality
$33.4M784,444 sh - 55.4#1,156
Quality
$23.6M86,216 sh - 67.8#445
Quality
$17.7M657,105 sh - 67.3
Quality
$17.3M220,078 sh - 50.2
Quality
$16.6M188,331 sh - 50.5
Quality
$15.6M193,236 sh - —
Quality
$13.6M719,007 sh - 46.3
Quality
$12.7M2,738,200 sh - 48.0
Quality
$12.4M1,039,799 sh - 72.4
Quality
$10.1M122,609 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 BrightSpring Health Services, Inc.$BTSG | 64.3#642 | $33.4M | 784,444 |
 WESCO INTERNATIONAL INC$WCC | 55.4#1,156 | $23.6M | 86,216 |
 Life Time Group Holdings, Inc.$LTH | 67.8#445 | $17.7M | 657,105 |
 Okta, Inc.$OKTA | 67.3 | $17.3M | 220,078 |
 Integer Holdings Corp$ITGR | 50.2 | $16.6M | 188,331 |
 HEXCEL CORP /DE/$HXL | 50.5 | $15.6M | 193,236 |
 James Hardie Industries plc$JHX | — | $13.6M | 719,007 |
 Udemy, Inc.$UDMY | 46.3 | $12.7M | 2,738,200 |
 Surgery Partners, Inc.$SGRY | 48.0 | $12.4M | 1,039,799 |
 GoDaddy Inc.$GDDY | 72.4 | $10.1M | 122,609 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Sea Cliff Partners Management, LP's 13 positions.
Showing top 10 of 13 holdings.
Sector Allocation
Healthcare
$62.4M
Consumer Discretionary
$46.1M
Materials
$29.3M
Technology
$27.5M
Communication Services
$25.3M
Financials
$3.2M
Full Holdings — Sea Cliff Partners Management, LP (Q1 2026)
All 13 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $BTSG | BrightSpring Health Services, Inc. | $33.4M | 17.3% | -23% | 64.3 |
| 2 | $WCC | WESCO INTERNATIONAL INC | $23.6M | 12.2% | -10% | 55.4 |
| 3 | $LTH | Life Time Group Holdings, Inc. | $17.7M | 9.1% | +41% | 67.8 |
| 4 | $OKTA | Okta, Inc. | $17.3M | 8.9% | +12% | 67.3 |
| 5 | $ITGR | Integer Holdings Corp | $16.6M | 8.6% | +42% | 50.2 |
| 6 | $HXL | HEXCEL CORP /DE/ | $15.6M | 8.1% | -35% | 50.5 |
| 7 | $JHX | James Hardie Industries plc | $13.6M | 7.0% | -28% | — |
| 8 | $UDMY | Udemy, Inc. | $12.7M | 6.5% | -14% | 46.3 |
| 9 | $SGRY | Surgery Partners, Inc. | $12.4M | 6.4% | +54% | 48 |
| 10 | $GDDY | GoDaddy Inc. | $10.1M | 5.2% | -12% | 72.4 |
| 11 |  $CNM | Core & Main, Inc. | $9.8M | 5.1% | -27% | 63.4 |
| 12 |  $PLNT | Planet Fitness, Inc. | $7.6M | 3.9% | -50% | 69.2 |
| 13 |  $OMF | OneMain Holdings, Inc. | $3.2M | 1.7% | NEW | — |
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