Sea Cliff Partners Management, LP: 13F holdings
CIK 20116552026Q2
| Positions | 14 |
|---|---|
| Reported value | $225.5m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| BTSG BRIGHTSPRING HEALTH SVCS INC | 548,934 | $38.3m | 17.0% |
| LTH LIFE TIME GROUP HOLDINGS INC | 631,900 | $25.8m | 11.4% |
| WCC WESCO INTL INC | 72,000 | $24.9m | 11.0% |
| OKTA OKTA INC | 160,000 | $21.8m | 9.7% |
| JHX JAMES HARDIE INDS PLC | 640,270 | $16.8m | 7.4% |
| ITGR INTEGER HLDGS CORP | 177,113 | $16.6m | 7.3% |
| OMF ONEMAIN HLDGS INC | 242,991 | $14.8m | 6.6% |
| SGRY SURGERY PARTNERS INC | 845,864 | $14.2m | 6.3% |
| HXL HEXCEL CORP NEW | 120,605 | $12.1m | 5.4% |
| JBTM JBT MAREL CORPORATION | 80,600 | $11.7m | 5.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2011655")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.