The Analysis of Sea Cliff Partners Management, LP's Holdings
Currently, Sea Cliff Partners Management, LP holds 15 types of securities in its portfolio with a total value $261.4M. In the most recent quarter, they have increased their positions in WCC (+82.5K shares, valued at $17.4M), JHX (+630.0K shares, valued at $12.1M), CWAN (+511.5K shares, valued at $9.2M); decreased their positions in BTSG (-481.2K shares, valued at $14.2M), PTC (-43.3K shares, valued at $8.8M), HXL (-132.8K shares, valued at $8.3M); initiated new positions in WCC (+82.5K shares, valued at $17.4M), JHX (+630.0K shares, valued at $12.1M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
BTSG BRIGHTSPRING HEALTH SVCS INC1.2M shares-29.14%2025-09-302025-11-14
PLNT PLANET FITNESS INC210.0K shares13.04%2025-09-302025-11-14 UDMY UDEMY INC3.0M shares-8.65%2025-09-302025-11-14 CWAN CLEARWATER ANALYTICS HLDGS I1.1M shares86.66%2025-09-302025-11-14 OKTA OKTA INC214.5K shares2.53%2025-09-302025-11-14 HXL HEXCEL CORP NEW295.0K shares-31.03%2025-09-302025-11-14 PTC PTC INC87.7K shares-33.07%2025-09-302025-11-14 WCC WESCO INTL INC82.5K sharesnew addition2025-09-302025-11-14 CZR CAESARS ENTERTAINMENT INC NE607.7K shares-9.97%2025-09-302025-11-14 CNM CORE & MAIN INC277.0K shares-10.65%2025-09-302025-11-14 CXM SPRINKLR INC1.9M shares-12.66%2025-09-302025-11-14 GDDY GODADDY INC105.0K shares14.14%2025-09-302025-11-14 EVH EVOLENT HEALTH INC1.5M shares18.89%2025-09-302025-11-14 JHX JAMES HARDIE INDS PLC630.0K sharesnew addition2025-09-302025-11-14 MORN MORNINGSTAR INC26.0K shares8.33%2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available