Filed: 5/15/2026ACC: 0001420506-26-001094
📋 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 $193.70M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
13
Positions
$193.70M
Total AUM (reported)
7.11M
Total Shares
Allocation by class
COM$117.48M60.7%
CL A$44.90M23.2%
COMMON STOCK$17.70M9.1%
ORD SHS$13.62M7.0%
Portfolio Concentration
Top 3$74.72M38.6%
4–10$98.33M50.8%
11–25$20.65M10.7%
Top 3 weight
38.6%
Top 10 weight
89.3%
Voting Authority Distribution
Total shares with voting rights: 7.11M
Sole
Full voting authority
7.11M
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
SOLEShares784.44K
TypeSH
Market value$33.43M
17.26%
Sole
784.44K
Shared
0.00
None
0.00
WESCO INTL INC
SOLEShares86.22K
TypeSH
Market value$23.59M
12.18%
Sole
86.22K
Shared
0.00
None
0.00
LIFE TIME GROUP HOLDINGS INC
SOLEShares657.11K
TypeSH
Market value$17.70M
9.14%
Sole
657.11K
Shared
0.00
None
0.00
OKTA INC
SOLEShares220.08K
TypeSH
Market value$17.32M
8.94%
Sole
220.08K
Shared
0.00
None
0.00
INTEGER HLDGS CORP
SOLEShares188.33K
TypeSH
Market value$16.57M
8.56%
Sole
188.33K
Shared
0.00
None
0.00
HEXCEL CORP NEW
SOLEShares193.24K
TypeSH
Market value$15.64M
8.07%
Sole
193.24K
Shared
0.00
None
0.00
JAMES HARDIE INDS PLC
SOLEShares719.01K
TypeSH
Market value$13.62M
7.03%
Sole
719.01K
Shared
0.00
None
0.00
UDEMY INC
SOLEShares2.74M
TypeSH
Market value$12.65M
6.53%
Sole
2.74M
Shared
0.00
None
0.00
SURGERY PARTNERS INC
SOLEShares1.04M
TypeSH
Market value$12.39M
6.40%
Sole
1.04M
Shared
0.00
None
0.00
GODADDY INC
SOLEShares122.61K
TypeSH
Market value$10.14M
5.23%
Sole
122.61K
Shared
0.00
None
0.00
CORE & MAIN INC
SOLEShares198.69K
TypeSH
Market value$9.82M
5.07%
Sole
198.69K
Shared
0.00
None
0.00
PLANET FITNESS MASTER ISSUER
SOLEShares102.48K
TypeSH
Market value$7.62M
3.94%
Sole
102.48K
Shared
0.00
None
0.00
ONEMAIN HLDGS INC
SOLEShares60K
TypeSH
Market value$3.21M
1.66%
Sole
60K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BRIGHTSPRING HEALTH SVCS INCSOLE | COM | 784.44K | SH | $33.43M 17.26% | 784.44K | 0.00 | 0.00 |
WESCO INTL INCSOLE | COM | 86.22K | SH | $23.59M 12.18% | 86.22K | 0.00 | 0.00 |
LIFE TIME GROUP HOLDINGS INCSOLE | COMMON STOCK | 657.11K | SH | $17.70M 9.14% | 657.11K | 0.00 | 0.00 |
OKTA INCSOLE | CL A | 220.08K | SH | $17.32M 8.94% | 220.08K | 0.00 | 0.00 |
INTEGER HLDGS CORPSOLE | COM | 188.33K | SH | $16.57M 8.56% | 188.33K | 0.00 | 0.00 |
HEXCEL CORP NEWSOLE | COM | 193.24K | SH | $15.64M 8.07% | 193.24K | 0.00 | 0.00 |
JAMES HARDIE INDS PLCSOLE | ORD SHS | 719.01K | SH | $13.62M 7.03% | 719.01K | 0.00 | 0.00 |
UDEMY INCSOLE | COM | 2.74M | SH | $12.65M 6.53% | 2.74M | 0.00 | 0.00 |
SURGERY PARTNERS INCSOLE | COM | 1.04M | SH | $12.39M 6.40% | 1.04M | 0.00 | 0.00 |
GODADDY INCSOLE | CL A | 122.61K | SH | $10.14M 5.23% | 122.61K | 0.00 | 0.00 |
CORE & MAIN INCSOLE | CL A | 198.69K | SH | $9.82M 5.07% | 198.69K | 0.00 | 0.00 |
PLANET FITNESS MASTER ISSUERSOLE | CL A | 102.48K | SH | $7.62M 3.94% | 102.48K | 0.00 | 0.00 |
ONEMAIN HLDGS INCSOLE | COM | 60K | SH | $3.21M 1.66% | 60K | 0.00 | 0.00 |