Latest Sea Cliff Partners Management, LP Stock Portfolio
$193Million– No. of Holdings #13
Sea Cliff Partners Management, LP Performance:
2026 Q1: -4.2%YTD: -4.2%2025: 5.18%
Performance for 2026 Q1 is -4.2%, and YTD is -4.2%, and 2025 is 5.18%.
About Sea Cliff Partners Management, LP and 13F Hedge Fund Stock Holdings
On 2026-05-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, Sea Cliff Partners Management, LP reported an equity portfolio of $193.7 Millions as of 31 Mar, 2026.
The top stock holdings of Sea Cliff Partners Management, LP are , WCC, LTH. The fund has invested 17.3% of it's portfolio in BRIGHTSPRING HEALTH SVCS INC and 12.2% of portfolio in WESCO INTL INC.
The fund managers got completely rid off SPRINKLR INC (CXM) stocks. They significantly reduced their stock positions in PLANET FITNESS MASTER ISSUER (PLNT), HEXCEL CORP NEW (HXL) and JAMES HARDIE INDS PLC. Sea Cliff Partners Management, LP opened new stock positions in ONEMAIN HLDGS INC (OMF). The fund showed a lot of confidence in some stocks as they added substantially to SURGERY PARTNERS INC (SGRY), INTEGER HLDGS CORP (ITGR) and LIFE TIME GROUP HOLDINGS INC (LTH).
The top stock holdings of Sea Cliff Partners Management, LP are , WCC, LTH. The fund has invested 17.3% of it's portfolio in BRIGHTSPRING HEALTH SVCS INC and 12.2% of portfolio in WESCO INTL INC.
The fund managers got completely rid off SPRINKLR INC (CXM) stocks. They significantly reduced their stock positions in PLANET FITNESS MASTER ISSUER (PLNT), HEXCEL CORP NEW (HXL) and JAMES HARDIE INDS PLC. Sea Cliff Partners Management, LP opened new stock positions in ONEMAIN HLDGS INC (OMF). The fund showed a lot of confidence in some stocks as they added substantially to SURGERY PARTNERS INC (SGRY), INTEGER HLDGS CORP (ITGR) and LIFE TIME GROUP HOLDINGS INC (LTH).
Sea Cliff Partners Management, LP Equity Portfolio Value
Last Reported on: 15 May, 2026
Sea Cliff Partners Management, LP Annual Return Estimates Vs S&P 500
Our best estimate is that Sea Cliff Partners Management, LP made a return of -4.2% in the last quarter. In trailing 12 months, it's portfolio return was 3.97%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| onemain hldgs inc | 3,209,400 |
New stocks bought by Sea Cliff Partners Management, LP
Additions
| Ticker | % Inc. |
|---|---|
| surgery partners inc | 54.42 |
| integer hldgs corp | 41.63 |
| life time group holdings inc | 40.68 |
| okta inc | 11.71 |
Additions to existing portfolio by Sea Cliff Partners Management, LP
Reductions
| Ticker | % Reduced |
|---|---|
| planet fitness master issuer | -50.01 |
| hexcel corp new | -34.69 |
| james hardie inds plc | -28.01 |
| core & main inc | -27.14 |
| brightspring health svcs inc | -23.09 |
| udemy inc | -14.26 |
| godaddy inc | -11.75 |
| wesco intl inc | -10.19 |
Sea Cliff Partners Management, LP reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| sprinklr inc | -10,379,400 |
Sea Cliff Partners Management, LP got rid off the above stocks
Sector Distribution
Sea Cliff Partners Management, LP has about 25.3% of it's holdings in Industrials sector.
- Industrials
- Others
- Healthcare
- Technology
- Consumer Cyclical
- Consumer Defensive
- Financial Services
| Sector | % |
|---|---|
| Industrials | 25.3 |
| Others | 24.3 |
| Healthcare | 15 |
| Technology | 14.2 |
| Consumer Cyclical | 13.1 |
| Consumer Defensive | 6.5 |
| Financial Services | 1.7 |
Market Cap. Distribution
Sea Cliff Partners Management, LP has about 31.4% of it's portfolio invested in the large-cap and mega-cap stocks.
- LARGE-CAP
- MID-CAP
- UNALLOCATED
- SMALL-CAP
| Category | % |
|---|---|
| LARGE-CAP | 31.4 |
| MID-CAP | 31.4 |
| UNALLOCATED | 24.3 |
| SMALL-CAP | 12.9 |
Stocks belong to which Index?
About 30.6% of the stocks held by Sea Cliff Partners Management, LP either belong to S&P 500 or RUSSELL 2000 index.
- Others
- RUSSELL 2000
| Index | % |
|---|---|
| Others | 69.4 |
| RUSSELL 2000 | 30.6 |
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
Sea Cliff Partners Management, LP has 13 stocks in it's portfolio. About 89.3% of the portfolio is in top 10 stocks. GDDY proved to be the most loss making stock for the portfolio. was the most profitable stock for Sea Cliff Partners Management, LP last quarter.
Last Reported on: 15 May, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| CNM | core & main inc | 5.07 | 198,694 | 9,815,480 | reduced | -27.14 | ||
| CXM | sprinklr inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| GDDY | godaddy inc | 5.23 | 122,609 | 10,136,100 | reduced | -11.75 | ||
| HXL | hexcel corp new | 8.07 | 193,236 | 15,638,600 | reduced | -34.69 | ||
| ITGR | integer hldgs corp | 8.56 | 188,331 | 16,573,100 | added | 41.63 | ||
| LTH | life time group holdings inc | 9.14 | 657,105 | 17,702,400 | added | 40.68 | ||
| OKTA | okta inc | 8.94 | 220,078 | 17,322,300 | added | 11.71 | ||
| OMF | onemain hldgs inc | 1.66 | 60,000 | 3,209,400 | new | |||
| PLNT | planet fitness master issuer | 3.94 | 102,481 | 7,622,540 | reduced | -50.01 | ||
| SGRY | surgery partners inc | 6.40 | 1,039,800 | 12,394,400 | added | 54.42 | ||
| UDMY | udemy inc | 6.53 | 2,738,200 | 12,650,500 | reduced | -14.26 | ||
| WCC | wesco intl inc | 12.18 | 86,216 | 23,590,400 | reduced | -10.19 | ||
| brightspring health svcs inc | 17.26 | 784,444 | 33,425,200 | reduced | -23.09 | |||
| james hardie inds plc | 7.03 | 719,007 | 13,618,000 | reduced | -28.01 | |||