Sea Cliff Partners Management, LP

CIK

2011655

Location

SAN FRANCISCO, CA

Portfolio Value

Small $193,698,428

Diversification

Diversified

Filing Date

Global Rank

#4,268 / 8,622 ▼ 293 · as of Mar 2026

Top Industry

Health Information Services 17.3%

3Y Alpha vs SPY

-18.7%

Period ended 4 months ago

Filed May 15, 2026 · 3mo

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+3.5%

SPY

+52.7%

Annualised alpha

-17.4%

Max drawdown

−31.6%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 10 quarters. Past performance does not predict future results.

Portfolio Concentration

13 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

17.3%

+1.2 pts

Top 5

56.1%

+2.8 pts

Top 10

89.3%

+2.5 pts

HHI

952

Diversified+59

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Healthcare	32.2%	$62,392,690	3
Industrials	25.3%	$49,044,493	3
Technology	14.2%	$27,458,425	2
Consumer Cyclical	13.1%	$25,324,944	2
Basic Materials	7.0%	$13,617,992	1
Consumer Defensive	6.5%	$12,650,484	1
Financial Services	1.7%	$3,209,400	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

4 positions

Ticker	Company	Δ Shares	Shares	Value
SGRY	Surgery Partners, Inc.	+366,448	1,039,799	$12,394,404
LTH	Life Time Group Holdings, Inc.	+190,005	657,105	$17,702,408
ITGR	Integer Holdings Corp	+55,359	188,331	$16,573,128
OKTA	Okta, Inc.	+23,078	220,078	$17,322,339
No positions match the current search.

Trimmed

Positions the filer reduced

8 positions

Ticker	Company	Δ Shares	Shares	Value
UDMY	Udemy, Inc.	−455,486	2,738,200	$12,650,484
JHX	James Hardie Industries plc	−279,763	719,007	$13,617,992
BTSG	BrightSpring Health Services, Inc.	−235,443	784,444	$33,425,158
HXL	Hexcel Corp /De/	−102,619	193,236	$15,638,589
PLNT	Planet Fitness, Inc.	−102,519	102,481	$7,622,536
CNM	Core & Main, Inc.	−74,005	198,694	$9,815,483
GDDY	GoDaddy Inc.	−16,326	122,609	$10,136,086
WCC	Wesco International Inc	−9,784	86,216	$23,590,421
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
OMF	OneMain Holdings, Inc.	60,000	$3,209,400
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
CXM	Sprinklr, Inc.	1,334,112	$10,379,391
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

13 tracked positions · $193,698,428 total · filing declares 13 positions · $193,698,434 · as of Mar 31, 2026

All sectors Basic Materials Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BTSG	BrightSpring Health Services, Inc. Healthcare	Reduced	784,444	-235,443	$33,425,158	−12.5%	17.26%
WCC	Wesco International Inc Industrials	Reduced	86,216	-9,784	$23,590,421	+0.4%	12.18%
LTH	Life Time Group Holdings, Inc. Consumer Cyclical	Added	657,105	+190,005	$17,702,408	+42.6%	9.14%
OKTA	Okta, Inc. Technology	Added	220,078	+23,078	$17,322,339	+1.7%	8.94%
ITGR	Integer Holdings Corp Healthcare	Added	188,331	+55,359	$16,573,128	+58.9%	8.56%
HXL	Hexcel Corp /De/ Industrials	Reduced	193,236	-102,619	$15,638,589	−28.5%	8.07%
JHX	James Hardie Industries plc Basic Materials	Reduced	719,007	-279,763	$13,617,992	−34.3%	7.03%
UDMY	Udemy, Inc. Consumer Defensive	Reduced	2,738,200	-455,486	$12,650,484	−32.3%	6.53%
SGRY	Surgery Partners, Inc. Healthcare	Added	1,039,799	+366,448	$12,394,404	+19.1%	6.40%
GDDY	GoDaddy Inc. Technology	Reduced	122,609	-16,326	$10,136,086	−41.2%	5.23%
CNM	Core & Main, Inc. Industrials	Reduced	198,694	-74,005	$9,815,483	−30.7%	5.07%
PLNT	Planet Fitness, Inc. Consumer Cyclical	Reduced	102,481	-102,519	$7,622,536	−65.7%	3.94%
OMF	OneMain Holdings, Inc. Financial Services	NEW	60,000	NEW	$3,209,400	NEW	1.66%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.