§ 13F · FUND PROFILE
Sea Cliff Partners Management, LP.
AUM · $226M (13F)Positions · 14Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$34M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | BTSG | BRIGHTSPRING HEALTH SVCS INC | 549K | $38M | 17.0% | −30% |
| 2 | LTH | LIFE TIME GROUP HOLDINGS INC | 632K | $26M | 11.4% | −4% |
| 3 | WCC | WESCO INTL INC | 72K | $25M | 11.0% | −16% |
| 4 | OKTA | OKTA INC | 160K | $22M | 9.7% | −27% |
| 5 | JHX | JAMES HARDIE INDS PLC | 640K | $17M | 7.4% | −11% |
| 6 | ITGR | INTEGER HLDGS CORP | 177K | $17M | 7.3% | −6% |
| 7 | OMF | ONEMAIN HLDGS INC | 243K | $15M | 6.6% | +305% |
| 8 | SGRY | SURGERY PARTNERS INC | 846K | $14M | 6.3% | −19% |
| 9 | HXL | HEXCEL CORP NEW | 121K | $12M | 5.4% | −38% |
| 10 | JBTM | JBT MAREL CORPORATION | 81K | $12M | 5.2% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SEA SIGNAL
AC read
Sea Cliff Partners Management, LP is a Other fund managing $226 million in assets. The fund runs a focused portfolio of just 14 positions.
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