13F HOLDINGS REPORT
Sea Cliff Partners Management, LP
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001420506-26-000487
Total Value
$237.3M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BRIGHTSPRING HEALTH SVCS INC | 10950A106 | 1,019,887 | $38.2M | 16.10% |
| 2 | WESCO INTL INC | 95082P105 | 96,000 | $23.5M | 9.90% |
| 3 | PLANET FITNESS INC | PLNT | 205,000 | $22.2M | 9.37% |
| 4 | HEXCEL CORP NEW | 428291108 | 295,855 | $21.9M | 9.22% |
| 5 | JAMES HARDIE INDS PLC | G4253H101 | 998,770 | $20.7M | 8.73% |
| 6 | UDEMY INC | UDMY | 3,193,686 | $18.7M | 7.87% |
| 7 | GODADDY INC | GDDY | 138,935 | $17.2M | 7.27% |
| 8 | OKTA INC | OKTA | 197,000 | $17.0M | 7.18% |
| 9 | CORE & MAIN INC | CNM | 272,699 | $14.2M | 5.97% |
| 10 | LIFE TIME GROUP HOLDINGS INC | LTH | 467,100 | $12.4M | 5.23% |
| 11 | INTEGER HLDGS CORP | ITGR | 132,972 | $10.4M | 4.40% |
| 12 | SURGERY PARTNERS INC | SGRY | 673,351 | $10.4M | 4.38% |
| 13 | SPRINKLR INC | CXM | 1,334,112 | $10.4M | 4.37% |