Sea Cliff Partners Management, LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Sea Cliff Partners Management, LP disclosed 13 US equity positions worth $193.7m in its Q1 2026 13F filing. The largest position was BTSG at 17.3% of the reported book, followed by WCC and LTH.
What did Sea Cliff Partners Management, LP own in Q1 2026? Top 13 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | BTSG BRIGHTSPRING HEALTH SVCS INC | Healthcare | 17.3% | $33.4m | 784,444 | – | |
| 2 | WCC WESCO INTL INC | Industrials | 12.2% | $23.6m | 86,216 | – | |
| 3 | LTH LIFE TIME GROUP HOLDINGS INC | Consumer Cyclical | 9.1% | $17.7m | 657,105 | – | |
| 4 | OKTA OKTA INC | Technology | 8.9% | $17.3m | 220,078 | – | |
| 5 | ITGR INTEGER HLDGS CORP | Healthcare | 8.6% | $16.6m | 188,331 | – | |
| 6 | HXL HEXCEL CORP NEW | Industrials | 8.1% | $15.6m | 193,236 | – | |
| 7 | JHX JAMES HARDIE INDS PLC | Basic Materials | 7.0% | $13.6m | 719,007 | – | |
| 8 | UDEMY INC | 6.5% | $12.7m | 2,738,200 | – | ||
| 9 | SGRY SURGERY PARTNERS INC | Healthcare | 6.4% | $12.4m | 1,039,799 | – | |
| 10 | GDDY GODADDY INC | Technology | 5.2% | $10.1m | 122,609 | – | |
| 11 | CNM CORE & MAIN INC | Industrials | 5.1% | $9.8m | 198,694 | – | |
| 12 | PLNT PLANET FITNESS MASTER ISSUER | Consumer Cyclical | 3.9% | $7.6m | 102,481 | – | |
| 13 | OMF ONEMAIN HLDGS INC | Financial Services | 1.7% | $3.2m | 60,000 | – |
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.