Sea Cliff Partners Management, LP
Sea Cliff Partners Management, LP reported 14 US-listed holdings worth $225.5 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: BrightSpring Health Services, Inc. (17.0%), Life Time Group Holdings, Inc. (11.4%) and Wesco International Inc. (11.0%). Against the quarter before, it opened 4 positions, added to 1, trimmed 9 and sold out of 3.
The 14 largest of its 14 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +27.5% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 4
- JBT Marel Corp. JBTM$11.7 million
- Coursera Inc. COUR$9.5 million
- Arxis Inc. ARXS$9.0 million
- Toast, Inc. TOST$3.8 million
Added to 1
- Onemain Hldgs Inc. OMF+182,991 shares · +305%
Trimmed 9
- BrightSpring Health Services, Inc. BTSG-235,510 shares · -30%
- Okta, Inc. OKTA-60,078 shares · -27%
- Hexcel Corp. HXL-72,631 shares · -38%
- Wesco International Inc. WCC-14,216 shares · -16%
- GoDaddy Inc. GDDY-47,609 shares · -39%
- Surgery Partners Inc. SGRY-193,935 shares · -19%
- James Hardie Industries Plc - US ADR JHX-78,737 shares · -11%
- Integer Holdings Corp. ITGR-11,218 shares · -6%
and 1 more in the table below
Sold out of 3
- Udemy Inc. UDMY$12.7 million last quarter
- Core & Main, Inc. CNM$9.8 million last quarter
- Planet Fitness, Inc. PLNT$7.6 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| BrightSpring Health Services, Inc. BTSG | 548.9K | $38.3 million | 16.98% | -235.5K |
| Life Time Group Holdings, Inc. LTH | 631.9K | $25.8 million | 11.44% | -25.2K |
| Wesco International Inc. WCC | 72.0K | $24.9 million | 11.03% | -14.2K |
| Okta, Inc. OKTA | 160.0K | $21.8 million | 9.68% | -60.1K |
| James Hardie Industries Plc - US ADR JHX | 640.3K | $16.8 million | 7.43% | -78.7K |
| Integer Holdings Corp. ITGR | 177.1K | $16.6 million | 7.34% | -11.2K |
| Onemain Hldgs Inc. OMF | 243.0K | $14.8 million | 6.57% | +183.0K |
| Surgery Partners Inc. SGRY | 845.9K | $14.2 million | 6.30% | -193.9K |
| Hexcel Corp. HXL | 120.6K | $12.1 million | 5.35% | -72.6K |
| JBT Marel Corp. JBTM | 80.6K | $11.7 million | 5.18% | new |
| Coursera Inc. COUR | 1.7M | $9.5 million | 4.20% | new |
| Arxis Inc. ARXS | 195.0K | $9.0 million | 3.99% | new |
| GoDaddy Inc. GDDY | 75.0K | $6.4 million | 2.82% | -47.6K |
| Toast, Inc. TOST | 136.3K | $3.8 million | 1.68% | new |