Sea Cliff Partners Management, LP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Sea Cliff Partners Management, LP reported 14 stock positions worth $225.5 million. Its top holding was Brightspring Health Services (BTSG) at 17.0% of the portfolio, followed by Life Time (LTH, 11.4%) and Wesco International (WCC, 11.0%). Compared with Q1 2026, it opened 4 new positions, sold out of 3, added to 1 and reduced 9. The biggest buy was a new position in JBT Marel (JBTM) and the biggest sale an exit from Udemy (UDMY).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0002011655
- Portfolio Value
- $225.5M (Q2 2026)
- SEC Filing
- 0001420506-26-001713 ↗ filed Aug 14, 2026
Holdings Value
Holdings 14 stocks · $225.5M
| BTSG Brightspring Health Services | 16.98% | 548,934 | $38.3M | Reduce -30.0% |
| LTH Life Time Group Holdings Inc. | 11.44% | 631,900 | $25.8M | Reduce -3.8% |
| WCC Wesco International Inc. | 11.03% | 72,000 | $24.9M | Reduce -16.5% |
| OKTA Okta Inc. | 9.68% | 160,000 | $21.8M | Reduce -27.3% |
| JHX James Hardie Ind PLC | 7.43% | 640,270 | $16.8M | Reduce -10.9% |
| ITGR Integer Holdings Corp. | 7.34% | 177,113 | $16.6M | Reduce -6.0% |
| OMF Onemain Holdings Inc. | 6.57% | 242,991 | $14.8M | Add +305.0% |
| SGRY Surgery Partners Inc. | 6.30% | 845,864 | $14.2M | Reduce -18.6% |
| HXL Hexcel Corp. | 5.35% | 120,605 | $12.1M | Reduce -37.6% |
| JBTM JBT Marel Corp. | 5.18% | 80,600 | $11.7M | New |
| COUR Coursera Inc. | 4.20% | 1,681,200 | $9.5M | New |
| ARXS Arxis Inc. Class A | 3.99% | 195,000 | $9.0M | New |
| GDDY GoDaddy Inc. Class A | 2.82% | 75,000 | $6.4M | Reduce -38.8% |
| TOST Toast Inc. Class A | 1.68% | 136,264 | $3.8M | New |
Portfolio Sells Q1 2026 → Q2 2026
| UDMY Udemy Inc. | Sold out | 0.00% | −6.53 |
| CNM Core & Main Inc. Class A | Sold out | 0.00% | −5.07 |
| PLNT Planet Fitness Inc. Class A | Sold out | 0.00% | −3.94 |
| HXL Hexcel Corp. | Reduce -37.6% | 5.35% | −2.72 |
| GDDY GoDaddy Inc. Class A | Reduce -38.8% | 2.82% | −2.41 |
| ITGR Integer Holdings Corp. | Reduce -6.0% | 7.34% | −1.22 |
| WCC Wesco International Inc. | Reduce -16.5% | 11.03% | −1.15 |
| BTSG Brightspring Health Services | Reduce -30.0% | 16.98% | −0.28 |
| SGRY Surgery Partners Inc. | Reduce -18.6% | 6.30% | −0.10 |
| JHX James Hardie Ind PLC | Reduce -10.9% | 7.43% | +0.40 |
| OKTA Okta Inc. | Reduce -27.3% | 9.68% | +0.74 |
| LTH Life Time Group Holdings Inc. | Reduce -3.8% | 11.44% | +2.30 |
Portfolio Buys Q1 2026 → Q2 2026
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 14 | $225.5M | BTSG, LTH, WCC, OKTA, JHX |
| Q1 2026 | 13 | $193.7M | BTSG, WCC, LTH, OKTA, ITGR |
| Q4 2025 | 13 | $237.3M | BTSG, WCC, PLNT, HXL, JHX |
| Q3 2025 | 15 | $261.4M | BTSG, PLNT, UDMY, CWAN, OKTA |
| Q2 2025 | 15 | $293.3M | BTSG, JHX, HXL, UDMY, PTC |
| Q1 2025 | 15 | $278.4M | BTSG, UDMY, AZEK, GDDY, HXL |
| Q4 2024 | 15 | $288.3M | BTSG, UDMY, JBTM, HXL, AZEK |
| Q3 2024 | 15 | $298.3M | NABL, NICE, UDMY, COTY, AZEK |
| Q2 2024 | 14 | $292.2M | NABL, UDMY, GDDY, RCM, COTY |
| Q1 2024 | 15 | $304.4M | NICE, UDMY, GDDY, COTY, MSGS |