SEA CLIFF PARTNERS MANAGEMENT, LP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SGRY | 1.04M | $12.39M |
 | BTSG | 784K | $33.43M |
 | JHX | 719K | $13.62M |
 | LTH | 657K | $17.70M |
 | OKTA | 220K | $17.32M |
 | CNM | 199K | $9.82M |
 | HXL | 193K | $15.64M |
 | ITGR | 188K | $16.57M |
 | GDDY | 123K | $10.14M |
 | PLNT | 102K | $7.62M |
 | WCC | 86K | $23.59M |
 | OMF | 60K | $3.21M |
Surgery Partners, Inc.
SGRY
Shares Held
1.04M
Value
$12.39M
BrightSpring Health Services, Inc. Common Stock
BTSG
Shares Held
784K
Value
$33.43M
James Hardie Industries plc
JHX
Shares Held
719K
Value
$13.62M
Life Time Group Holdings, Inc.
LTH
Shares Held
657K
Value
$17.70M
Okta, Inc.
OKTA
Shares Held
220K
Value
$17.32M
Core & Main, Inc.
CNM
Shares Held
199K
Value
$9.82M
Hexcel Corporation
HXL
Shares Held
193K
Value
$15.64M
Integer Holdings Corporation
ITGR
Shares Held
188K
Value
$16.57M
GoDaddy Inc.
GDDY
Shares Held
123K
Value
$10.14M
Planet Fitness, Inc.
PLNT
Shares Held
102K
Value
$7.62M
WESCO International, Inc.
WCC
Shares Held
86K
Value
$23.59M
OneMain Holdings, Inc.
OMF
Shares Held
60K
Value
$3.21M