Filed: 2/17/2026ACC: 0001420506-26-000487
📋 What this filing means
SEA CLIFF PARTNERS MANAGEMENT, LP filed this quarterly 13F‑HR report disclosing 13 equity positions with a total reported market value of $237.26M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
13
Positions
$237.26M
Total AUM (reported)
9.03M
Total Shares
Allocation by class
COM$123.06M51.9%
CL A$81.06M34.2%
ORD SHS$20.72M8.7%
COMMON STOCK$12.42M5.2%
Portfolio Concentration
Top 3$83.92M35.4%
4–10$122.13M51.5%
11–25$31.21M13.2%
Top 3 weight
35.4%
Top 10 weight
86.8%
Voting Authority Distribution
Total shares with voting rights: 9.03M
Sole
Full voting authority
9.03M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole13
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings13
Rows:
BRIGHTSPRING HEALTH SVCS INC
SOLEShares1.02M
TypeSH
Market value$38.19M
16.10%
Sole
1.02M
Shared
0.00
None
0.00
WESCO INTL INC
SOLEShares96K
TypeSH
Market value$23.49M
9.90%
Sole
96K
Shared
0.00
None
0.00
PLANET FITNESS INC
SOLEShares205K
TypeSH
Market value$22.24M
9.37%
Sole
205K
Shared
0.00
None
0.00
HEXCEL CORP NEW
SOLEShares295.86K
TypeSH
Market value$21.86M
9.22%
Sole
295.86K
Shared
0.00
None
0.00
JAMES HARDIE INDS PLC
SOLEShares998.77K
TypeSH
Market value$20.72M
8.73%
Sole
998.77K
Shared
0.00
None
0.00
UDEMY INC
SOLEShares3.19M
TypeSH
Market value$18.68M
7.87%
Sole
3.19M
Shared
0.00
None
0.00
GODADDY INC
SOLEShares138.94K
TypeSH
Market value$17.24M
7.27%
Sole
138.94K
Shared
0.00
None
0.00
OKTA INC
SOLEShares197K
TypeSH
Market value$17.03M
7.18%
Sole
197K
Shared
0.00
None
0.00
CORE & MAIN INC
SOLEShares272.70K
TypeSH
Market value$14.17M
5.97%
Sole
272.70K
Shared
0.00
None
0.00
LIFE TIME GROUP HOLDINGS INC
SOLEShares467.10K
TypeSH
Market value$12.42M
5.23%
Sole
467.10K
Shared
0.00
None
0.00
INTEGER HLDGS CORP
SOLEShares132.97K
TypeSH
Market value$10.43M
4.40%
Sole
132.97K
Shared
0.00
None
0.00
SURGERY PARTNERS INC
SOLEShares673.35K
TypeSH
Market value$10.40M
4.38%
Sole
673.35K
Shared
0.00
None
0.00
SPRINKLR INC
SOLEShares1.33M
TypeSH
Market value$10.38M
4.37%
Sole
1.33M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BRIGHTSPRING HEALTH SVCS INCSOLE | COM | 1.02M | SH | $38.19M 16.10% | 1.02M | 0.00 | 0.00 |
WESCO INTL INCSOLE | COM | 96K | SH | $23.49M 9.90% | 96K | 0.00 | 0.00 |
PLANET FITNESS INCSOLE | CL A | 205K | SH | $22.24M 9.37% | 205K | 0.00 | 0.00 |
HEXCEL CORP NEWSOLE | COM | 295.86K | SH | $21.86M 9.22% | 295.86K | 0.00 | 0.00 |
JAMES HARDIE INDS PLCSOLE | ORD SHS | 998.77K | SH | $20.72M 8.73% | 998.77K | 0.00 | 0.00 |
UDEMY INCSOLE | COM | 3.19M | SH | $18.68M 7.87% | 3.19M | 0.00 | 0.00 |
GODADDY INCSOLE | CL A | 138.94K | SH | $17.24M 7.27% | 138.94K | 0.00 | 0.00 |
OKTA INCSOLE | CL A | 197K | SH | $17.03M 7.18% | 197K | 0.00 | 0.00 |
CORE & MAIN INCSOLE | CL A | 272.70K | SH | $14.17M 5.97% | 272.70K | 0.00 | 0.00 |
LIFE TIME GROUP HOLDINGS INCSOLE | COMMON STOCK | 467.10K | SH | $12.42M 5.23% | 467.10K | 0.00 | 0.00 |
INTEGER HLDGS CORPSOLE | COM | 132.97K | SH | $10.43M 4.40% | 132.97K | 0.00 | 0.00 |
SURGERY PARTNERS INCSOLE | COM | 673.35K | SH | $10.40M 4.38% | 673.35K | 0.00 | 0.00 |
SPRINKLR INCSOLE | CL A | 1.33M | SH | $10.38M 4.37% | 1.33M | 0.00 | 0.00 |