StockDriftsStockDriftsTop 13 Sea Cliff Partners Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BTSG | BRIGHTSPRING HEALTH SVCS INC | 16.98% | 548.9K | $38.3M | -30.02%(-235.51K) | $14.48(+315.88%) | 2026-06-30 | |
| LTH | LIFE TIME GROUP HOLDINGS INC | 11.44% | 631.9K | $25.8M | -3.84%(-25.20K) | $26.99(+63.74%) | 2026-06-30 | |
| WCC | WESCO INTL INC | 11.03% | 72.0K | $24.9M | -16.49%(-14.22K) | $173.26(+107.44%) | 2026-06-30 | |
| OKTA | OKTA INC | 9.68% | 160.0K | $21.8M | -27.30%(-60.08K) | $86.02(+80.13%) | 2026-06-30 | |
| JHX | JAMES HARDIE INDS PLC | 7.43% | 640.3K | $16.8M | -10.95%(-78.74K) | $23.51(+31.41%) | 2026-06-30 | |
| ITGR | INTEGER HLDGS CORP | 7.34% | 177.1K | $16.6M | -5.96%(-11.22K) | $88.63(+41.11%) | 2026-06-30 | |
| OMF | ONEMAIN HLDGS INC | 6.57% | 243.0K | $14.8M | +304.99%(+182.99K) | $57.56(+13.53%) | 2026-06-30 | |
| SGRY | SURGERY PARTNERS INC | 6.3% | 845.9K | $14.2M | -18.65%(-193.94K) | $16.83(-9.76%) | 2026-06-30 | |
| HXL | HEXCEL CORP NEW | 5.35% | 120.6K | $12.1M | -37.59%(-72.63K) | $65.21(+55.49%) | 2026-06-30 | |
| JBTM | JBT MAREL CORPORATION | 5.18% | 80.6K | $11.7M | new | $96.74(+20.43%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +30.43% |
| Top 20 Holdings Unweighted | — | — | — | — | +10.15% |
Sea Cliff Partners Management LP reports $225.52M in US-listed equity holdings across 14 positions in its most recent 13F filing. Its largest disclosed positions are BTSG (17.0%), LTH (11.4%) and WCC (11.0%). The top 20 holdings account for 96% of reported assets. Its disclosed equity book has returned +30.43% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Sea Cliff Partners Management LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2011655). View Sea Cliff Partners Management LP’s 13F filings on SEC