13F HOLDINGS REPORT
Sea Cliff Partners Management, LP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001420506-25-003278
Total Value
$261.4M
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BRIGHTSPRING HEALTH SVCS INC | 10950A106 | 1,170,000 | $34.6M | 13.23% |
| 2 | PLANET FITNESS INC | PLNT | 210,000 | $21.8M | 8.34% |
| 3 | UDEMY INC | UDMY | 2,973,718 | $20.8M | 7.98% |
| 4 | CLEARWATER ANALYTICS HLDGS I | CWAN | 1,101,680 | $19.9M | 7.60% |
| 5 | OKTA INC | OKTA | 214,500 | $19.7M | 7.53% |
| 6 | HEXCEL CORP NEW | 428291108 | 295,000 | $18.5M | 7.08% |
| 7 | PTC INC | PTC | 87,680 | $17.8M | 6.81% |
| 8 | WESCO INTL INC | 95082P105 | 82,503 | $17.4M | 6.68% |
| 9 | CAESARS ENTERTAINMENT INC NE | 12769G100 | 607,700 | $16.4M | 6.28% |
| 10 | CORE & MAIN INC | CNM | 277,000 | $14.9M | 5.71% |
| 11 | SPRINKLR INC | CXM | 1,892,408 | $14.6M | 5.59% |
| 12 | GODADDY INC | GDDY | 105,000 | $14.4M | 5.50% |
| 13 | EVOLENT HEALTH INC | EVH | 1,466,867 | $12.4M | 4.75% |
| 14 | JAMES HARDIE INDS PLC | G4253H101 | 630,000 | $12.1M | 4.63% |
| 15 | MORNINGSTAR INC | MORN | 26,000 | $6.0M | 2.31% |