13F HOLDINGS REPORT
Sea Cliff Partners Management, LP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001420506-25-002053
Total Value
$293.3M
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BRIGHTSPRING HEALTH SVCS INC | 10950A106 | 1,651,171 | $39.0M | 13.28% |
| 2 | JAMES HARDIE INDS PLC | 47030M106 | 908,385 | $24.4M | 8.33% |
| 3 | HEXCEL CORP NEW | 428291108 | 427,750 | $24.2M | 8.24% |
| 4 | UDEMY INC | UDMY | 3,255,374 | $22.9M | 7.80% |
| 5 | PTC INC | PTC | 131,000 | $22.6M | 7.70% |
| 6 | OKTA INC | OKTA | 209,198 | $20.9M | 7.13% |
| 7 | PLANET FITNESS INC | PLNT | 185,782 | $20.3M | 6.91% |
| 8 | CAESARS ENTERTAINMENT INC NE | 12769G100 | 675,000 | $19.2M | 6.53% |
| 9 | CORE & MAIN INC | CNM | 310,000 | $18.7M | 6.38% |
| 10 | SPRINKLR INC | CXM | 2,166,792 | $18.3M | 6.25% |
| 11 | GODADDY INC | GDDY | 91,995 | $16.6M | 5.65% |
| 12 | EVOLENT HEALTH INC | EVH | 1,233,828 | $13.9M | 4.74% |
| 13 | CLEARWATER ANALYTICS HLDGS I | CWAN | 590,203 | $12.9M | 4.41% |
| 14 | JBT MAREL CORPORATION | JBTM | 100,000 | $12.0M | 4.10% |
| 15 | MORNINGSTAR INC | MORN | 24,000 | $7.5M | 2.57% |