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Latest Sea Cliff Partners Management, LP Stock Portfolio

$225Million | No. of Holdings #14

About Sea Cliff Partners Management, LP and 13F Hedge Fund Stock Holdings

On 2026-08-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Sea Cliff Partners Management, LP reported an equity portfolio of $225.5 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Sea Cliff Partners Management, LP are , LTH, WCC. The fund has invested 17% of it's portfolio in BRIGHTSPRING HEALTH SVCS INC and 11.4% of portfolio in LIFE TIME GROUP HOLDINGS INC. <br><br> The fund managers got completely rid off UDEMY INC (UDMY), CORE & MAIN INC (CNM) and PLANET FITNESS MASTER ISSUER (PLNT) stocks. They significantly reduced their stock positions in GODADDY INC (GDDY), HEXCEL CORP NEW (HXL) and BRIGHTSPRING HEALTH SVCS INC. Sea Cliff Partners Management, LP opened new stock positions in JBT MAREL CORPORATION (JBT), COURSERA INC (COUR) and ARXIS INC. The fund showed a lot of confidence in some stocks as they added substantially to ONEMAIN HLDGS INC (OMF).
Sea Cliff Partners Management, LP Equity Portfolio Value
Last Reported on: 14 Aug, 2026
$225Million
  as of Aug 14, 2026

Sea Cliff Partners Management, LP Annual Return Estimates Vs S&P 500

  • Performance

New Buys

Ticker$ Bought
jbt marel corporation11,687,000
coursera inc9,481,970
arxis inc8,997,300
toast inc3,790,860
New stocks bought by Sea Cliff Partners Management, LP

Additions

Ticker% Inc.
onemain hldgs inc304
Additions to existing portfolio by Sea Cliff Partners Management, LP

Reductions

Ticker% Reduced
godaddy inc-38.83
hexcel corp new-37.59
brightspring health svcs inc-30.02
okta inc-27.3
surgery partners inc-18.65
wesco intl inc-16.49
james hardie inds plc-10.95
integer hldgs corp-5.96
Sea Cliff Partners Management, LP reduced stake in above stock

Sold off

Ticker$ Sold
udemy inc-12,650,500
core & main inc-9,815,480
planet fitness master issuer-7,622,540
Sea Cliff Partners Management, LP got rid off the above stocks

Sector Distribution

  • Others
  • Industrials
  • Technology
  • Healthcare
  • Consumer Cyclical
  • Financial Services
  • Consumer Defensive
Sector%
Others28.4
Industrials21.6
Technology14.2
Healthcare13.6
Consumer Cyclical11.4
Financial Services6.6
Consumer Defensive4.2

Market Cap. Distribution

  • LARGE-CAP
  • MID-CAP
  • UNALLOCATED
  • SMALL-CAP
Category%
LARGE-CAP36.7
MID-CAP30.7
UNALLOCATED28.4
SMALL-CAP4.2

Stocks belong to which Index?

  • Others
  • RUSSELL 2000
Index%
Others65.5
RUSSELL 200034.5
Top 5 Winners (%)%
OKTA
okta inc
63.4 %
brightspring health svcs inc
54.1 %
LTH
life time group holdings inc
50.6 %
SGRY
surgery partners inc
37.1 %
james hardie inds plc
36.1 %
Top 5 Winners ($)$
brightspring health svcs inc
18.1 M
OKTA
okta inc
11.0 M
LTH
life time group holdings inc
9.0 M
WCC
wesco intl inc
5.7 M
james hardie inds plc
4.9 M
Top 5 Losers (%)%
Top 5 Losers ($)$

Sea Cliff Partners Management, LP Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Sea Cliff Partners Management, LP

$225.52MTotal Value
17.00Positions
14 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Sea Cliff Partners Management, LP, last reported on 14 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
Com
Brightspring Health Svcs Inc

Brightspring Health Svcs Inc

Sea Cliff Partners Management, LP's holding in Brightspring Health Svcs Inc over time
16.98%548,934
$38.28M
16.98%
decreased 30.02 percentreduced
Ord Shs
James Hardie Inds Plc

James Hardie Inds Plc

Sea Cliff Partners Management, LP's holding in James Hardie Inds Plc over time
7.43%640,270
$16.76M
7.43%
decreased 10.95 percentreduced
Cl A Com
Arxis Inc

Arxis Inc

Sea Cliff Partners Management, LP's holding in Arxis Inc over time
3.99%195,000
$9.00M
3.99%
new position