Institutional
Sea Cliff Partners Management, LP
CIK 0002011655
$193.7M
Reported AUM
13
Positions
Q1 2026
Period
2026-05-15
Filed
The Brief · Sea Cliff Partners Management, LP · Q1 2026
AI · grounded in 13F
Sea Cliff Partners Management, LP closed its position in SPRINKLR INC, reducing exposure by $10.38M. The fund established a new position in OMF worth $3.21M. Other notable activity includes increasing share counts in SGRY by 54.42% and LTH by 40.68%.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | BTSG | BRIGHTSPRING HEALTH SVCS INC | $72.88 | 5.06% | 270.32% | 709.01% | $33.4M | 17.26% | — | HELD |
| 2 | WCC | WESCO INTL INC | $342.67 | 10.77% | 53.11% | 172.86% | $23.6M | 12.18% | — | HELD |
| 3 | LTH | LIFE TIME GROUP HOLDINGS INC | $44.20 | -3.28% | 60.50% | 122.50% | $17.7M | 9.14% | — | HELD |
| 4 | OKTA | OKTA INC | $140.42 | 2.56% | 47.61% | -46.73% | $17.3M | 8.94% | — | HELD |
| 5 | ITGR | INTEGER HLDGS CORP | $100.86 | 1.04% | -5.31% | 2.10% | $16.6M | 8.56% | — | HELD |
| 6 | HXL | HEXCEL CORP NEW | $102.91 | -2.56% | 75.45% | 89.79% | $15.6M | 8.07% | — | HELD |
| 7 | JHX | JAMES HARDIE INDS PLC | $26.47 | 1.07% | 1.20% | -30.60% | $13.6M | 7.03% | — | HELD |
| 8 | 7WH | UDEMY INC | — | — | — | — | $12.7M | 6.53% | — | HELD |
| 9 | SGRY | SURGERY PARTNERS INC | $15.90 | -3.11% | -24.98% | -67.55% | $12.4M | 6.40% | — | HELD |
| 10 | GDDY | GODADDY INC | $99.33 | -5.49% | -36.65% | 35.21% | $10.1M | 5.23% | — | HELD |
| 11 | CNM | CORE & MAIN INC | $43.53 | 2.74% | -30.55% | 58.69% | $9.8M | 5.07% | — | HELD |
| 12 | PLNT | PLANET FITNESS MASTER ISSUER | $55.98 | -0.37% | -47.98% | -31.14% | $7.6M | 3.94% | — | HELD |
| 13 | OMF | ONEMAIN HLDGS INC | $63.40 | 0.73% | 20.65% | 62.99% | $3.2M | 1.66% | — | HELD |
Source: SEC EDGAR · accession 0001420506-26-001094. 13F discloses long positions only — shorts, foreign equities, and options are excluded.