StockDriftsStockDriftsTop 13 Sea Cliff Partners Management Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BTSG | BRIGHTSPRING HEALTH SVCS INC | 17.26% | 784.4K | $33.4M | -23.09%(-235.44K) | $14.48(+299.80%) | 2026-03-31 | |
| WCC | WESCO INTL INC | 12.18% | 86.2K | $23.6M | -10.19%(-9.78K) | $173.26(+107.04%) | 2026-03-31 | |
| LTH | LIFE TIME GROUP HOLDINGS INC | 9.14% | 657.1K | $17.7M | +40.68%(+190.00K) | $26.99(+24.99%) | 2026-03-31 | |
| OKTA | OKTA INC | 8.94% | 220.1K | $17.3M | +11.71%(+23.08K) | $86.02(-3.78%) | 2026-03-31 | |
| ITGR | INTEGER HLDGS CORP | 8.56% | 188.3K | $16.6M | +41.63%(+55.36K) | $88.63(-0.53%) | 2026-03-31 | |
| HXL | HEXCEL CORP NEW | 8.07% | 193.2K | $15.6M | -34.69%(-102.62K) | $65.21(+35.94%) | 2026-03-31 | |
| JHX | JAMES HARDIE INDS PLC | 7.03% | 719.0K | $13.6M | -28.01%(-279.76K) | $23.51(-18.02%) | 2026-03-31 | |
| UDMY | UDEMY INC | 6.53% | 2.74M | $12.7M | -14.26%(-455.49K) | $10.93(-57.65%) | 2026-03-31 | |
| SGRY | SURGERY PARTNERS INC | 6.4% | 1.04M | $12.4M | +54.42%(+366.45K) | $16.83(-17.12%) | 2026-03-31 | |
| GDDY | GODADDY INC | 5.23% | 122.6K | $10.1M | -11.75%(-16.33K) | $128.84(-32.33%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -0.79% | -2.35% |
| Top 20 Holdings Unweighted | -5.14% | -14.63% |
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