Sea Cliff Partners Management, LP 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Sea Cliff Partners Management, LP disclosed 15 US equity positions worth $278.4m in its Q1 2025 13F filing. The largest position was BTSG at 13.2% of the reported book, followed by UDEMY INC and AZEK. Against the Q4 2024 filing, it opened 4 new positions, added to 8 and reduced 3 among the top 15 holdings.
What did Sea Cliff Partners Management, LP own in Q1 2025? Top 15 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | BTSG BRIGHTSPRING HEALTH SVCS INC | Healthcare | 13.2% | $36.8m | 2,033,247 | 17% | added |
| 2 | UDEMY INC | 10.5% | $29.3m | 3,775,059 | 13% | added | |
| 3 | AZEK AZEK CO INC | 10.3% | $28.6m | 584,376 | 22% | added | |
| 4 | GDDY GODADDY INC | Technology | 10.1% | $28.1m | 156,117 | 45% | added |
| 5 | HXL HEXCEL CORP NEW | Industrials | 9.1% | $25.3m | 461,202 | 25% | added |
| 6 | JBTM JBT MAREL CORPORATION | Industrials | 6.8% | $19.0m | 155,543 | -23% | reduced |
| 7 | PTC PTC INC | Technology | 6.7% | $18.7m | 121,000 | – | new |
| 8 | OKTA OKTA INC | Technology | 6.5% | $18.0m | 171,200 | -26% | reduced |
| 9 | CNM CORE & MAIN INC | Industrials | 6.1% | $17.0m | 351,100 | 53% | added |
| 10 | MTCH MATCH GROUP INC NEW | Communication Services | 6.0% | $16.7m | 535,000 | 13% | added |
| 11 | CZR CAESARS ENTERTAINMENT INC NE | Consumer Cyclical | 5.6% | $15.7m | 626,916 | – | new |
| 12 | EVH EVOLENT HEALTH INC | Healthcare | 4.3% | $11.8m | 1,250,158 | 51% | added |
| 13 | PLAY DAVE & BUSTERS ENTMT INC | Communication Services | 3.0% | $8.3m | 472,656 | -12% | reduced |
| 14 | PLNT PLANET FITNESS INC | Consumer Cyclical | 1.3% | $3.7m | 38,255 | – | new |
| 15 | CXM SPRINKLR INC | Technology | 0.5% | $1.4m | 170,000 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.