13F HOLDINGS REPORT
Sea Cliff Partners Management, LP
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001420506-25-000482
Total Value
$288.3M
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BRIGHTSPRING HEALTH SVCS INC | 10950A106 | 1,735,150 | $29.5M | 10.25% |
| 2 | UDEMY INC | UDMY | 3,349,839 | $27.6M | 9.56% |
| 3 | JOHN BEAN TECHNOLOGIES CORP | JBTM | 202,000 | $25.7M | 8.91% |
| 4 | HEXCEL CORP NEW | 428291108 | 368,000 | $23.1M | 8.00% |
| 5 | AZEK CO INC | 05478C105 | 480,000 | $22.8M | 7.90% |
| 6 | GODADDY INC | GDDY | 108,000 | $21.3M | 7.39% |
| 7 | COTY INC | COTY | 2,844,612 | $19.8M | 6.87% |
| 8 | TRINET GROUP INC | TNET | 215,439 | $19.6M | 6.78% |
| 9 | NICE LTD | NCSYF | 110,000 | $18.7M | 6.48% |
| 10 | OKTA INC | OKTA | 230,000 | $18.1M | 6.29% |
| 11 | DAVE & BUSTERS ENTMT INC | 238337109 | 535,000 | $15.6M | 5.42% |
| 12 | MATCH GROUP INC NEW | MTCH | 473,129 | $15.5M | 5.37% |
| 13 | CORE & MAIN INC | CNM | 230,000 | $11.7M | 4.06% |
| 14 | N-ABLE INC | NABL | 1,072,790 | $10.0M | 3.48% |
| 15 | EVOLENT HEALTH INC | EVH | 830,000 | $9.3M | 3.24% |