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


Currently, Sea Cliff Partners Management, LP holds 13 types of securities in its portfolio with a total value $237.3M. In the most recent quarter, they have increased their positions in LTH (+467.1K shares, valued at $12.4M), ITGR (+133.0K shares, valued at $10.4M), SGRY (+673.4K shares, valued at $10.4M); decreased their positions in BTSG (-150.1K shares, valued at $5.6M), CXM (-558.3K shares, valued at $4.3M), OKTA (-17.5K shares, valued at $1.5M); initiated new positions in LTH (+467.1K shares, valued at $12.4M), ITGR (+133.0K shares, valued at $10.4M), SGRY (+673.4K shares, valued at $10.4M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
BTSG BRIGHTSPRING HEALTH SVCS INC1.0M shares-12.83%2025-12-312026-02-17history
WCC WESCO INTL INC96.0K shares16.36%2025-12-312026-02-17history
PLNT PLANET FITNESS INC205.0K shares-2.38%2025-12-312026-02-17history
HXL HEXCEL CORP NEW295.9K shares0.29%2025-12-312026-02-17history
JAMES HARDIE INDS PLC JAMES HARDIE INDS PLC998.8K shares58.53%2025-12-312026-02-17history
UDMY UDEMY INC3.2M shares7.40%2025-12-312026-02-17history
GDDY GODADDY INC138.9K shares32.32%2025-12-312026-02-17history
OKTA OKTA INC197.0K shares-8.16%2025-12-312026-02-17history
Sponsored
CNM CORE & MAIN INC272.7K shares-1.55%2025-12-312026-02-17history
LTH LIFE TIME GROUP HOLDINGS INC467.1K sharesnew addition2025-12-312026-02-17history
ITGR INTEGER HLDGS CORP133.0K sharesnew addition2025-12-312026-02-17history
SGRY SURGERY PARTNERS INC673.4K sharesnew addition2025-12-312026-02-17history
CXM SPRINKLR INC1.3M shares-29.50%2025-12-312026-02-17history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available