Sea Cliff Partners Management, LP
Top Portfolio Positions
13 positions ·
$193,698,428 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| BTSG |
BrightSpring Health Services, Inc.
Healthcare
|
784,444 | $33,425,158 | 17.26% |
| WCC |
Wesco International Inc
Industrials
|
86,216 | $23,590,421 | 12.18% |
| LTH |
Life Time Group Holdings, Inc.
Consumer Cyclical
|
657,105 | $17,702,408 | 9.14% |
| OKTA |
Okta, Inc.
Technology
|
220,078 | $17,322,339 | 8.94% |
| ITGR |
Integer Holdings Corp
Healthcare
|
188,331 | $16,573,128 | 8.56% |
| HXL |
Hexcel Corp /De/
Industrials
|
193,236 | $15,638,589 | 8.07% |
| JHX |
James Hardie Industries plc
Basic Materials
|
719,007 | $13,617,992 | 7.03% |
| UDMY |
Udemy, Inc.
Consumer Defensive
|
2,738,200 | $12,650,484 | 6.53% |
| SGRY |
Surgery Partners, Inc.
Healthcare
|
1,039,799 | $12,394,404 | 6.40% |
| GDDY |
GoDaddy Inc.
Technology
|
122,609 | $10,136,086 | 5.23% |
Portfolio Trend
Holdings in WCC
Shares Held
Position Value (USD)
7 of 7 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,590,421 | 86,216 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $23,485,440 | 96,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $17,449,384 | 82,503 | Shares | Sole | 2025-11-14 | |
| 2024-09-30 | $12,598,500 | 75,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $9,883,563 | 62,349 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $21,410,000 | 125,000 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $19,268,338 | 110,814 | Shares | Sole | 2024-02-14 | |
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