Sea Cliff Partners Management, LP 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Sea Cliff Partners Management, LP disclosed 13 US equity positions worth $237.3m in its Q4 2025 13F filing. The largest position was BTSG at 16.1% of the reported book, followed by WCC and PLNT. Against the Q3 2025 filing, it opened 3 new positions, added to 4 and reduced 5 among the top 13 holdings.
What did Sea Cliff Partners Management, LP own in Q4 2025? Top 13 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | BTSG BRIGHTSPRING HEALTH SVCS INC | Healthcare | 16.1% | $38.2m | 1,019,887 | -13% | reduced |
| 2 | WCC WESCO INTL INC | Industrials | 9.9% | $23.5m | 96,000 | 16% | added |
| 3 | PLNT PLANET FITNESS INC | Consumer Cyclical | 9.4% | $22.2m | 205,000 | -2% | reduced |
| 4 | HXL HEXCEL CORP NEW | Industrials | 9.2% | $21.9m | 295,855 | 0% | held |
| 5 | JHX JAMES HARDIE INDS PLC | 8.7% | $20.7m | 998,770 | 59% | added | |
| 6 | UDEMY INC | 7.9% | $18.7m | 3,193,686 | 7% | added | |
| 7 | GDDY GODADDY INC | Technology | 7.3% | $17.2m | 138,935 | 32% | added |
| 8 | OKTA OKTA INC | Technology | 7.2% | $17.0m | 197,000 | -8% | reduced |
| 9 | CNM CORE & MAIN INC | Industrials | 6.0% | $14.2m | 272,699 | -2% | reduced |
| 10 | LTH LIFE TIME GROUP HOLDINGS INC | Consumer Cyclical | 5.2% | $12.4m | 467,100 | – | new |
| 11 | ITGR INTEGER HLDGS CORP | Healthcare | 4.4% | $10.4m | 132,972 | – | new |
| 12 | SGRY SURGERY PARTNERS INC | Healthcare | 4.4% | $10.4m | 673,351 | – | new |
| 13 | CXM SPRINKLR INC | Technology | 4.4% | $10.4m | 1,334,112 | -30% | reduced |
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.