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The Analysis of Sea Cliff Partners Management, LP's Holdings & P&L

Currently, Sea Cliff Partners Management, LP holds 13 types of securities in its portfolio with a total value $193.7M. In the most recent quarter, they have increased their positions in LTH (+190.0K shares, valued at $5.1M), ITGR (+55.4K shares, valued at $4.9M), SGRY (+366.4K shares, valued at $4.4M); decreased their positions in BTSG (-235.4K shares, valued at $10.0M), HXL (-102.6K shares, valued at $8.3M), PLNT (-102.5K shares, valued at $7.6M); initiated new positions in OMF (+60.0K shares, valued at $3.2M).

1M P&L

+17.0M+8.49%

3M P&L

+16.4M+8.14%

HY P&L

+25.7M+13.39%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Health Information Services38.2M

17.6%

2Industrial Distribution37.7M

17.4%

3Leisure34.7M

16.0%

Top Industries by Stock Count

1Industrial Distribution2 stocks

16.7%

2Software - Infrastructure2 stocks

16.7%

3Leisure2 stocks

16.7%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BTSG BRIGHTSPRING HEALTH SVCS INC784.4K shares-23.09%2026-03-312026-05-15

WCC WESCO INTL INC86.2K shares-10.19%2026-03-312026-05-15

LTH LIFE TIME GROUP HOLDINGS INC657.1K shares40.68%2026-03-312026-05-15

OKTA OKTA INC220.1K shares11.71%2026-03-312026-05-15

ITGR INTEGER HLDGS CORP188.3K shares41.63%2026-03-312026-05-15

HXL HEXCEL CORP NEW193.2K shares-34.69%2026-03-312026-05-15

JAMES HARDIE INDS PLC JAMES HARDIE INDS PLC719.0K shares-28.01%2026-03-312026-05-15

UDMY UDEMY INC2.7M shares-14.26%2026-03-312026-05-15

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SGRY SURGERY PARTNERS INC1.0M shares54.42%2026-03-312026-05-15

GDDY GODADDY INC122.6K shares-11.75%2026-03-312026-05-15

CNM CORE & MAIN INC198.7K shares-27.14%2026-03-312026-05-15

PLNT PLANET FITNESS MASTER ISSUER102.5K shares-50.01%2026-03-312026-05-15

OMF ONEMAIN HLDGS INC60.0K sharesnew addition2026-03-312026-05-15

BRIGHTSPRING HEALTH SVCS INC

-23.09%

Shares784.4K

Event2026-03-31

Filed2026-05-15

WESCO INTL INC

-10.19%

Shares86.2K

Event2026-03-31

Filed2026-05-15

LIFE TIME GROUP HOLDINGS INC

40.68%

Shares657.1K

Event2026-03-31

Filed2026-05-15

OKTA INC

11.71%

Shares220.1K

Event2026-03-31

Filed2026-05-15

INTEGER HLDGS CORP

41.63%

Shares188.3K

Event2026-03-31

Filed2026-05-15

HEXCEL CORP NEW

-34.69%

Shares193.2K

Event2026-03-31

Filed2026-05-15

JAMES HARDIE INDS PLC

JAMES HARDIE INDS PLC

-28.01%

Shares719.0K

Event2026-03-31

Filed2026-05-15

UDEMY INC

-14.26%

Shares2.7M

Event2026-03-31

Filed2026-05-15

SURGERY PARTNERS INC

54.42%

Shares1.0M

Event2026-03-31

Filed2026-05-15

GODADDY INC

-11.75%

Shares122.6K

Event2026-03-31

Filed2026-05-15

CORE & MAIN INC

-27.14%

Shares198.7K

Event2026-03-31

Filed2026-05-15

PLANET FITNESS MASTER ISSUER

-50.01%

Shares102.5K

Event2026-03-31

Filed2026-05-15

ONEMAIN HLDGS INC

New

Shares60.0K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

No call option holdings data available

Put Option Holdings

No put option holdings data available

No put option holdings data available

Sea Cliff Partners Management, LP Institutional Holdings, Portfolio & P&L — TradeFomo