2026 Q1 Portfolio Activity
In 2026 Q1, Sea Cliff Partners Management, LP maintained a portfolio of 14 distinct positions. The most significant new addition was ONEMAIN HLDGS INC, now representing 1.66% of the total fund value. They heavily accumulated shares in INTEGER HLDGS CORP, increasing the position by 41.6%. The fund also reduced its exposure to PLANET FITNESS INC by 50.0%.
Position History
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Total Positions
14
Quarter
2026 Q1
Top Holding
BTSG (17.3%)
Top 10 Concentration
89.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-14 of 14
Sea Cliff Partners Management, LP Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
BTSG
BRIGHTSPRING HE...
|
Healthcare | 17.26% | 16.10% |
#1
Prev: #1
|
6.0 |
—
|
-235,443 | -23.1% |
P
S
|
784,444 | $33,425,159 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
WCC
WESCO INTL INC
|
Industrials | 12.18% | 9.90% |
#2
Prev: #2
|
6.0 |
—
|
-9,784 | -10.2% |
P
S
|
86,216 | $23,590,422 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
LTH
LIFE TIME GROUP...
|
Consumer Cyclical | 9.14% | 5.23% |
#3
7
Prev: #10
|
7.2 |
—
|
190,005 | 40.7% |
P
S
|
657,105 | $17,702,409 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
OKTA
OKTA INC
|
Technology | 8.94% | 7.18% |
#4
4
Prev: #8
|
6.1 |
—
|
23,078 | 11.7% |
P
S
|
220,078 | $17,322,339 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ITGR
INTEGER HLDGS C...
|
Healthcare | 8.56% | 4.40% |
#5
6
Prev: #11
|
6.4 |
—
|
55,359 | 41.6% |
P
S
|
188,331 | $16,573,128 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
HXL
HEXCEL CORP NEW
|
Industrials | 8.07% | 9.22% |
#6
2
Prev: #4
|
3.2 |
—
|
-102,619 | -34.7% |
P
S
|
193,236 | $15,638,589 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
N/A
JAMES HARDIE IN...
|
|
Unknown | 7.03% | 8.73% |
#7
2
Prev: #5
|
2.8 |
—
|
-279,763 | -28.0% |
P
S
|
719,007 | $13,617,993 | — | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
UDMY
UDEMY INC
|
Consumer Defensive | 6.53% | 7.87% |
#8
2
Prev: #6
|
3.1 |
—
|
-455,486 | -14.3% |
P
S
|
2,738,200 | $12,650,484 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SGRY
SURGERY PARTNER...
|
Healthcare | 6.40% | 4.38% |
#9
3
Prev: #12
|
5.6 |
—
|
366,448 | 54.4% |
P
S
|
1,039,799 | $12,394,404 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GDDY
GODADDY INC
|
Technology | 5.23% | 7.27% |
#10
3
Prev: #7
|
2.6 |
—
|
-16,326 | -11.8% |
P
S
|
122,609 | $10,136,086 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CNM
CORE & MAIN INC
|
Industrials | 5.07% | 5.97% |
#11
2
Prev: #9
|
2.0 |
—
|
-74,005 | -27.1% |
P
S
|
198,694 | $9,815,484 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PLNT
PLANET FITNESS ...
|
Consumer Cyclical | 3.94% | 9.37% |
#12
9
Prev: #3
|
1.6 |
—
|
-102,519 | -50.0% |
P
S
|
102,481 | $7,622,537 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
OMF
ONEMAIN HLDGS I...
|
Financial Services | 1.66% | — |
#13
Prev: #—
|
4.2 |
—
|
60,000 | — |
NEW
|
60,000 | $3,209,400 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CXM
SPRINKLR INC
|
Technology | 0.00% | 4.37% |
Sold All 😨
(Was: #13) |
0.0 |
—
|
-1,334,112 | -100.0% |
CLOSED
|
— | $— | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-14 of 14 holdings