account_balance
Investment manager · 13F filer · SEC CIK 2011655
Sea Cliff Partners Management, LP
Reported value$226Mas of Jun 30, 2026
Positions14 4 new, 3 sold out
Top 10 weight87.3%BTSG alone is 17%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
BTSGBrightSpring Health Services, Inc.
17.0%Trimmed −30%
LTHLife Time Group Holdings, Inc.
11.4%Trimmed −4%
WCCWesco International Inc
11.0%Trimmed −16%
OKTAOkta, Inc.
9.7%Trimmed −27%
JHXJames Hardie Industries PLC
7.4%Trimmed −11%
ITGRInteger Holdings Corp
7.3%Trimmed −6%
OMFOneMain Holdings, Inc.
6.6%Added +305%
SGRYSurgery Partners, Inc.
6.3%Trimmed −19%
HXLHexcel Corp
5.4%Trimmed −38%
JBTMJBT Marel Corp
5.2%New
COURCoursera, Inc.
4.2%New
ARXSArxis, Inc.
4.0%New
BTSGBrightSpring Health Services, Inc.
17.0%Trimmed −30%
LTHLife Time Group Holdings, Inc.
11.4%−4%
WCCWesco International Inc
11.0%
OKTAOkta, Inc.
9.7%
JHXJames Hardie Industries PLC
7.4%−11%
ITGRInteger Holdings Corp
7.3%−6%
OMFOneMain Holdings, Inc.
6.6%
SGRYSurgery Partners, Inc.
6.3%
HXL5.4%JBTMCOUR4.2%ARXSBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
BTSG BrightSpring Health Services, Inc. 17.0% Trimmed −30%LTH Life Time Group Holdings, Inc. 11.4% Trimmed −4%WCC Wesco International Inc 11.0% Trimmed −16%OKTA Okta, Inc. 9.7% Trimmed −27%JHX James Hardie Industries PLC 7.4% Trimmed −11%ITGR Integer Holdings Corp 7.3% Trimmed −6%OMF OneMain Holdings, Inc. 6.6% Added +305%SGRY Surgery Partners, Inc. 6.3% Trimmed −19%HXL Hexcel Corp 5.4% Trimmed −38%JBTM JBT Marel Corp 5.2% NewCOUR Coursera, Inc. 4.2% NewARXS Arxis, Inc. 4.0% New
What changed
Biggest moves since Mar 31, 2026
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