Sea Cliff Partners Management, LP

SAN FRANCISCO, CA · CIK 2011655 · 13F filing filed 2026-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbySan Francisco, CA

$225.5m reported value +16.4% vs Q1 2026

14positions

87.3%in top 10

4 new 1 added 9 reduced 3 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	BRIGHTSPRING HEALTH SVCS INC COM BTSG	BTSG	548,934	$38.3m16.98%	16.98%	Reduced -235.5k	-235,510 -30.0%
2	LIFE TIME GROUP HOLDINGS INC COMMON STOCK LTH	LTH	631,900	$25.8m11.44%	11.44%	Reduced -25.2k	-25,205 -3.8%
3	WESCO INTL INC COM WCC	WCC	72,000	$24.9m11.03%	11.03%	Reduced -14.2k	-14,216 -16.5%
4	OKTA INC CL A OKTA	OKTA	160,000	$21.8m9.68%	9.68%	Reduced -60.1k	-60,078 -27.3%
5	JAMES HARDIE INDS PLC ORD SHS JHX	JHX	640,270	$16.8m7.43%	7.43%	Reduced -78.7k	-78,737 -10.9%
6	INTEGER HLDGS CORP COM ITGR	ITGR	177,113	$16.6m7.34%	7.34%	Reduced -11.2k	-11,218 -6.0%
7	ONEMAIN HLDGS INC COM OMF	OMF	242,991	$14.8m6.57%	6.57%	Added +183.0k	+182,991 305.0%
8	SURGERY PARTNERS INC COM SGRY	SGRY	845,864	$14.2m6.30%	6.30%	Reduced -193.9k	-193,935 -18.6%
9	HEXCEL CORP NEW COM HXL	HXL	120,605	$12.1m5.35%	5.35%	Reduced -72.6k	-72,631 -37.6%
10	JOHN BEAN TECHNOLOGIES CORP COM JBTM	JBTM	80,600	$11.7m5.18%	5.18%	New
11	COURSERA INC COM COUR	COUR	1,681,200	$9.5m4.20%	4.20%	New
12	ARXIS INC CL A COM ARXS	ARXS	195,000	$9.0m3.99%	3.99%	New
13	GODADDY INC CL A GDDY	GDDY	75,000	$6.4m2.82%	2.82%	Reduced -47.6k	-47,609 -38.8%
14	TOAST INC CL A TOST	TOST	136,264	$3.8m1.68%	1.68%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
UDEMY INC UDMY	UDMY	2,738,200	$12.7m2.7m shares
CORE & MAIN INC CNM	CNM	198,694	$9.8m198.7k shares
PLANET FITNESS INC PLNT	PLNT	102,481	$7.6m102.5k shares