Sea Cliff Partners Management, Lp Portfolio Stock Holdings
Sea Cliff Partners Management, Lp disclosed 13 stock positions valued at approximately $193.7 million in its latest SEC 13F filing. The largest holdings include BRIGHTSPRING HEALTH SVCS INC, WESCO INTL INC, and LIFE TIME GROUP HOLDINGS INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 13
- Portfolio Value
- $193.7M
Holdings by Sector
Sea Cliff Partners Management, Lp Portfolio Holdings in Q1 2026
12 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| BRIGHTSPRING HEALTH SVCS INC | BTSG | Healthcare | 17.26% | 784,444 | -235,443 | -23.09% | $33,425,159 |
| WESCO INTL INC | WCC | Industrials | 12.18% | 86,216 | -9,784 | -10.19% | $23,590,422 |
| LIFE TIME GROUP HOLDINGS INC | LTH | Consumer Cyclical | 9.14% | 657,105 | +190,005 | +40.68% | $17,702,409 |
| OKTA INC | OKTA | Technology | 8.94% | 220,078 | +23,078 | +11.71% | $17,322,339 |
| INTEGER HLDGS CORP | ITGR | Healthcare | 8.56% | 188,331 | +55,359 | +41.63% | $16,573,128 |
| HEXCEL CORP NEW | HXL | Industrials | 8.07% | 193,236 | -102,619 | -34.69% | $15,638,589 |
| UDEMY INC | UDMY | Consumer Defensive | 6.53% | 2,738,200 | -455,486 | -14.26% | $12,650,484 |
| SURGERY PARTNERS INC | SGRY | Healthcare | 6.40% | 1,039,799 | +366,448 | +54.42% | $12,394,404 |
| GODADDY INC | GDDY | Technology | 5.23% | 122,609 | -16,326 | -11.75% | $10,136,086 |
| CORE & MAIN INC | CNM | Industrials | 5.07% | 198,694 | -74,005 | -27.14% | $9,815,484 |
| PLANET FITNESS MASTER ISSUER | PLNT | Consumer Cyclical | 3.94% | 102,481 | -102,519 | -50.01% | $7,622,537 |
| ONEMAIN HLDGS INC | OMF | Financial Services | 1.66% | 60,000 | +60,000 | +100.00% | $3,209,400 |