Sea Cliff Partners Management, Lp Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Sea Cliff Partners Management, Lp disclosed 14 stock positions valued at approximately $225.52M as of quarter-end June 30, 2026. The largest holdings include BRIGHTSPRING HEALTH SVCS INC, LIFE TIME GROUP HOLDINGS INC, and WESCO INTL INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 14
- Portfolio Value
- $225.52M
Holdings by Sector
Sea Cliff Partners Management, Lp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| BRIGHTSPRING HEALTH SVCS INC | BTSG | Healthcare | 16.98% | 548,934 | -235,510 | -30.02% | $38,282,657 |
| LIFE TIME GROUP HOLDINGS INC | LTH | Consumer Cyclical | 11.44% | 631,900 | -25,205 | -3.84% | $25,806,796 |
| WESCO INTL INC | WCC | Industrials | 11.03% | 72,000 | -14,216 | -16.49% | $24,870,960 |
| OKTA INC | OKTA | Technology | 9.68% | 160,000 | -60,078 | -27.30% | $21,832,000 |
| JAMES HARDIE INDS PLC | JHIUF | Other | 7.43% | 640,270 | -78,737 | -10.95% | $16,762,269 |
| INTEGER HLDGS CORP | ITGR | Healthcare | 7.34% | 177,113 | -11,218 | -5.96% | $16,551,210 |
| ONEMAIN HLDGS INC | OMF | Financial Services | 6.57% | 242,991 | +182,991 | +304.99% | $14,815,161 |
| SURGERY PARTNERS INC | SGRY | Healthcare | 6.30% | 845,864 | -193,935 | -18.65% | $14,210,515 |
| HEXCEL CORP NEW | HXL | Industrials | 5.35% | 120,605 | -72,631 | -37.59% | $12,067,736 |
| JBT MAREL CORPORATION | JBT | Industrials | 5.18% | 80,600 | +80,600 | +100.00% | $11,687,000 |
| COURSERA INC | COUR | Consumer Defensive | 4.20% | 1,681,200 | +1,681,200 | +100.00% | $9,481,968 |
| ARXIS INC | ARXS | Other | 3.99% | 195,000 | +195,000 | +100.00% | $8,997,300 |
| GODADDY INC | GDDY | Technology | 2.82% | 75,000 | -47,609 | -38.83% | $6,366,000 |
| TOAST INC | TOST | Technology | 1.68% | 136,264 | +136,264 | +100.00% | $3,790,864 |
Showing 14 of 14 holdings in the latest reporting period.