Sea Cliff Partners Management, Lp Top Holdings and 13F Report (2025) About Sea Cliff Partners Management, LpInvestment ActivitySea Cliff Partners Management, Lp has $293.34 million in total holdings as of June 30, 2025.Sea Cliff Partners Management, Lp owns shares of 15 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 28.90% of the portfolio was purchased this quarter.About 30.34% of the portfolio was sold this quarter.This quarter, Sea Cliff Partners Management, Lp has purchased 15 new stocks and bought additional shares in 5 stocks.Sea Cliff Partners Management, Lp sold shares of 7 stocks and completely divested from 3 stocks this quarter.Largest Holdings BRIGHTSPRING HEALTH SVCS INC $38,951,124James Hardie Industries $24,426,473Hexcel $24,163,598Udemy $22,885,279PTC $22,576,540 Largest New Holdings this Quarter 47030M106 - James Hardie Industries $24,426,473 Holding185123106 - Clearwater Analytics $12,943,152 Holding617700109 - Morningstar $7,534,320 Holding Largest Purchases this Quarter James Hardie Industries 908,385 shares (about $24.43M)Sprinklr 1,996,792 shares (about $16.89M)Planet Fitness 147,527 shares (about $16.09M)Clearwater Analytics 590,203 shares (about $12.94M)Morningstar 24,000 shares (about $7.53M) Largest Sales this Quarter GoDaddy 64,122 shares (about $11.55M)BRIGHTSPRING HEALTH SVCS INC 382,076 shares (about $9.01M)John Bean Technologies 55,543 shares (about $6.68M)Udemy 519,685 shares (about $3.65M)Core & Main 41,100 shares (about $2.48M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSea Cliff Partners Management, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRIGHTSPRING HEALTH SVCS INC$38,951,124$9,013,173 ▼-18.8%1,651,17113.3%COMJHXJames Hardie Industries$24,426,473$24,426,473 ▲New Holding908,3858.3%ConstructionHXLHexcel$24,163,598$1,889,704 ▼-7.3%427,7508.2%AerospaceUDMYUdemy$22,885,279$3,653,386 ▼-13.8%3,255,3747.8%Computer and TechnologyPTCPTC$22,576,540$1,723,400 ▲8.3%131,0007.7%Computer and TechnologyOKTAOkta$20,913,524$3,798,660 ▲22.2%209,1987.1%Computer and TechnologyPLNTPlanet Fitness$20,259,527$16,087,819 ▲385.6%185,7826.9%Consumer DiscretionaryCZRCaesars Entertainment$19,163,250$1,365,105 ▲7.7%675,0006.5%Consumer DiscretionaryCNMCore & Main$18,708,500$2,480,385 ▼-11.7%310,0006.4%IndustrialsCXMSprinklr$18,331,060$16,892,860 ▲1,174.6%2,166,7926.2%Business ServicesGDDYGoDaddy$16,564,620$11,545,808 ▼-41.1%91,9955.6%Computer and TechnologyEVHEvolent Health$13,892,903$183,876 ▼-1.3%1,233,8284.7%Computer and TechnologyCWANClearwater Analytics$12,943,152$12,943,152 ▲New Holding590,2034.4%Computer and TechnologyJBTJohn Bean Technologies$12,026,000$6,679,601 ▼-35.7%100,0004.1%IndustrialsMORNMorningstar$7,534,320$7,534,320 ▲New Holding24,0002.6%Business ServicesAZEKAZEK$0$28,570,143 ▼-100.0%00.0%ConstructionMTCHMatch Group$0$16,692,000 ▼-100.0%00.0%Computer and TechnologyPLAYDave & Buster's Entertainment$0$8,304,566 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
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