Sea Cliff Partners Management, LP 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Sea Cliff Partners Management, LP disclosed 15 US equity positions worth $261.4m in its Q3 2025 13F filing. The largest position was BTSG at 13.2% of the reported book, followed by PLNT and UDEMY INC. Against the Q2 2025 filing, it opened 2 new positions, added to 6 and reduced 7 among the top 15 holdings.
What did Sea Cliff Partners Management, LP own in Q3 2025? Top 15 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | BTSG BRIGHTSPRING HEALTH SVCS INC | Healthcare | 13.2% | $34.6m | 1,170,000 | -29% | reduced |
| 2 | PLNT PLANET FITNESS INC | Consumer Cyclical | 8.3% | $21.8m | 210,000 | 13% | added |
| 3 | UDEMY INC | 8.0% | $20.8m | 2,973,718 | -9% | reduced | |
| 4 | CWAN CLEARWATER ANALYTICS HLDGS I | Technology | 7.6% | $19.9m | 1,101,680 | 87% | added |
| 5 | OKTA OKTA INC | Technology | 7.5% | $19.7m | 214,500 | 3% | added |
| 6 | HXL HEXCEL CORP NEW | Industrials | 7.1% | $18.5m | 295,000 | -31% | reduced |
| 7 | PTC PTC INC | Technology | 6.8% | $17.8m | 87,680 | -33% | reduced |
| 8 | WCC WESCO INTL INC | Industrials | 6.7% | $17.4m | 82,503 | – | new |
| 9 | CZR CAESARS ENTERTAINMENT INC NE | Consumer Cyclical | 6.3% | $16.4m | 607,700 | -10% | reduced |
| 10 | CNM CORE & MAIN INC | Industrials | 5.7% | $14.9m | 277,000 | -11% | reduced |
| 11 | CXM SPRINKLR INC | Technology | 5.6% | $14.6m | 1,892,408 | -13% | reduced |
| 12 | GDDY GODADDY INC | Technology | 5.5% | $14.4m | 105,000 | 14% | added |
| 13 | EVH EVOLENT HEALTH INC | Healthcare | 4.7% | $12.4m | 1,466,867 | 19% | added |
| 14 | JHX JAMES HARDIE INDS PLC | 4.6% | $12.1m | 630,000 | – | new | |
| 15 | MORN MORNINGSTAR INC | Financial Services | 2.3% | $6.0m | 26,000 | 8% | added |
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.