Sea Cliff Partners Management, LP 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Sea Cliff Partners Management, LP disclosed 15 US equity positions worth $293.3m in its Q2 2025 13F filing. The largest position was BTSG at 13.3% of the reported book, followed by JAMES HARDIE INDS PLC and HXL. Against the Q1 2025 filing, it opened 3 new positions, added to 5 and reduced 7 among the top 15 holdings.
What did Sea Cliff Partners Management, LP own in Q2 2025? Top 15 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | BTSG BRIGHTSPRING HEALTH SVCS INC | Healthcare | 13.3% | $39.0m | 1,651,171 | -19% | reduced |
| 2 | JAMES HARDIE INDS PLC | 8.3% | $24.4m | 908,385 | – | new | |
| 3 | HXL HEXCEL CORP NEW | Industrials | 8.2% | $24.2m | 427,750 | -7% | reduced |
| 4 | UDEMY INC | 7.8% | $22.9m | 3,255,374 | -14% | reduced | |
| 5 | PTC PTC INC | Technology | 7.7% | $22.6m | 131,000 | 8% | added |
| 6 | OKTA OKTA INC | Technology | 7.1% | $20.9m | 209,198 | 22% | added |
| 7 | PLNT PLANET FITNESS INC | Consumer Cyclical | 6.9% | $20.3m | 185,782 | 386% | added |
| 8 | CZR CAESARS ENTERTAINMENT INC NE | Consumer Cyclical | 6.5% | $19.2m | 675,000 | 8% | added |
| 9 | CNM CORE & MAIN INC | Industrials | 6.4% | $18.7m | 310,000 | -12% | reduced |
| 10 | CXM SPRINKLR INC | Technology | 6.2% | $18.3m | 2,166,792 | 1175% | added |
| 11 | GDDY GODADDY INC | Technology | 5.6% | $16.6m | 91,995 | -41% | reduced |
| 12 | EVH EVOLENT HEALTH INC | Healthcare | 4.7% | $13.9m | 1,233,828 | -1% | reduced |
| 13 | CWAN CLEARWATER ANALYTICS HLDGS I | Technology | 4.4% | $12.9m | 590,203 | – | new |
| 14 | JBTM JBT MAREL CORPORATION | Industrials | 4.1% | $12.0m | 100,000 | -36% | reduced |
| 15 | MORN MORNINGSTAR INC | Financial Services | 2.6% | $7.5m | 24,000 | – | 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.