13F HOLDINGS REPORT
Sea Cliff Partners Management, LP
Quarter ended Q1 2025 · Filed May 14, 2025 · Accession 0001420506-25-001069
Total Value
$278.4M
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BRIGHTSPRING HEALTH SVCS INC | 10950A106 | 2,033,247 | $36.8M | 13.21% |
| 2 | UDEMY INC | UDMY | 3,775,059 | $29.3M | 10.52% |
| 3 | AZEK CO INC | 05478C105 | 584,376 | $28.6M | 10.26% |
| 4 | GODADDY INC | GDDY | 156,117 | $28.1M | 10.10% |
| 5 | HEXCEL CORP NEW | 428291108 | 461,202 | $25.3M | 9.07% |
| 6 | JBT MAREL CORPORATION | JBTM | 155,543 | $19.0M | 6.83% |
| 7 | PTC INC | PTC | 121,000 | $18.7M | 6.74% |
| 8 | OKTA INC | OKTA | 171,200 | $18.0M | 6.47% |
| 9 | CORE & MAIN INC | CNM | 351,100 | $17.0M | 6.09% |
| 10 | MATCH GROUP INC NEW | MTCH | 535,000 | $16.7M | 6.00% |
| 11 | CAESARS ENTERTAINMENT INC NE | 12769G100 | 626,916 | $15.7M | 5.63% |
| 12 | EVOLENT HEALTH INC | EVH | 1,250,158 | $11.8M | 4.25% |
| 13 | DAVE & BUSTERS ENTMT INC | 238337109 | 472,656 | $8.3M | 2.98% |
| 14 | PLANET FITNESS INC | PLNT | 38,255 | $3.7M | 1.33% |
| 15 | SPRINKLR INC | CXM | 170,000 | $1.4M | 0.51% |