Holdings of Sea Cliff Partners Management, LP
12 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 94 % of the equity sleeve
Sector breakdown
- Industrials 13.1 %
- Unattributed 86.9 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 100.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 12 | 180.1M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | BrightSpring Health Services Inc | 784,444 | 33.4M $ | |
| 2 | WESCO International Inc | 86,216 | 23.6M $ | |
| 3 | Life Time Group Holdings Inc | 657,105 | 17.7M $ | |
| 4 | Okta Inc | 220,078 | 17.3M $ | |
| 5 | Integer Holdings Corp | 188,331 | 16.6M $ | |
| 6 | Hexcel Corp | 193,236 | 15.6M $ | |
| 7 | Udemy Inc | 2,738,200 | 12.7M $ | |
| 8 | Surgery Partners Inc | 1,039,799 | 12.4M $ | |
| 9 | GoDaddy Inc | 122,609 | 10.1M $ | |
| 10 | Core & Main Inc | 198,694 | 9.8M $ | |
| 11 | Planet Fitness Inc | 102,481 | 7.6M $ | |
| 12 | OneMain Holdings Inc | 60,000 | 3.2M $ |