Sea Cliff Partners Management, Lp Top Holdings and 13F Report (2025) About Sea Cliff Partners Management, LpInvestment ActivitySea Cliff Partners Management, Lp has $278.38 million in total holdings as of March 31, 2025.Sea Cliff Partners Management, Lp owns shares of 15 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 28.33% of the portfolio was purchased this quarter.About 29.10% of the portfolio was sold this quarter.This quarter, Sea Cliff Partners Management, Lp has purchased 15 new stocks and bought additional shares in 8 stocks.Sea Cliff Partners Management, Lp sold shares of 3 stocks and completely divested from 4 stocks this quarter.Largest Holdings BRIGHTSPRING HEALTH SVCS INC $36,781,438Udemy $29,294,458AZEK $28,570,143GoDaddy $28,122,916Hexcel $25,255,422 Largest New Holdings this Quarter 69370C100 - PTC $18,748,950 Holding12769G100 - Caesars Entertainment $15,672,900 Holding72703H101 - Planet Fitness $3,695,816 Holding85208T107 - Sprinklr $1,419,500 Holding Largest Purchases this Quarter PTC 121,000 shares (about $18.75M)Caesars Entertainment 626,916 shares (about $15.67M)GoDaddy 48,117 shares (about $8.67M)Core & Main 121,100 shares (about $5.85M)BRIGHTSPRING HEALTH SVCS INC 298,097 shares (about $5.39M) Largest Sales this Quarter Okta 58,800 shares (about $6.19M)John Bean Technologies 46,457 shares (about $5.68M)Dave & Buster's Entertainment 62,344 shares (about $1.10M) 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$36,781,438$5,392,575 ▲17.2%2,033,24713.2%COMUDMYUdemy$29,294,458$3,299,707 ▲12.7%3,775,05910.5%Computer and TechnologyAZEKAZEK$28,570,143$5,102,943 ▲21.7%584,37610.3%ConstructionGDDYGoDaddy$28,122,916$8,667,796 ▲44.6%156,11710.1%Computer and TechnologyHXLHexcel$25,255,422$5,103,742 ▲25.3%461,2029.1%AerospaceJBTJohn Bean Technologies$19,007,355$5,677,046 ▼-23.0%155,5436.8%IndustrialsPTCPTC$18,748,950$18,748,950 ▲New Holding121,0006.7%Computer and TechnologyOKTAOkta$18,013,664$6,186,936 ▼-25.6%171,2006.5%Computer and TechnologyCNMCore & Main$16,961,641$5,850,341 ▲52.7%351,1006.1%IndustrialsMTCHMatch Group$16,692,000$1,930,375 ▲13.1%535,0006.0%Retail/WholesaleCZRCaesars Entertainment$15,672,900$15,672,900 ▲New Holding626,9165.6%Consumer DiscretionaryEVHEvolent Health$11,838,996$3,978,896 ▲50.6%1,250,1584.3%Computer and TechnologyPLAYDave & Buster's Entertainment$8,304,566$1,095,384 ▼-11.7%472,6563.0%Retail/WholesalePLNTPlanet Fitness$3,695,816$3,695,816 ▲New Holding38,2551.3%Consumer DiscretionaryCXMSprinklr$1,419,500$1,419,500 ▲New Holding170,0000.5%Business ServicesCOTYCoty$0$19,798,500 ▼-100.0%00.0%Consumer StaplesTNETTriNet Group$0$19,555,398 ▼-100.0%00.0%Business ServicesNICENICE$0$18,682,400 ▼-100.0%00.0%Computer and TechnologyNABLN-able$0$10,019,859 ▼-100.0%00.0%Business ServicesShowing 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.
