Sea Cliff Partners Management, LP EVH — EVOLENT HEALTH INC

Ownership history in Sea Cliff Partners Management, LP  ·  4 quarters on record

AI Ownership Summary

Sea Cliff Partners Management, LP reported EVOLENT HEALTH INC (EVH) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q3. Peak portfolio weight reached 4.75% in 2025 Q3. The latest visible filing shows EVH at 4.75% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EVH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sea Cliff Partners Management, LP's position in EVOLENT HEALTH INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

EVH was reported at 4.75% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.75% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EVH stock page Sea Cliff Partners Management, LP fund profile Sea Cliff Partners Management, LP full holdings
How Sea Cliff Partners Management, LP held EVH — position size vs. price
% of Fund (quarterly)    EVH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED — — — 1,466,867 +233,039 +18.9% 4.75% $12.4M 2025-11-14 $4.18
2025 Q2 REDUCED — — — 1,233,828 -16,330 -1.3% 4.74% $13.9M 2025-08-14 $8.82
2025 Q1 ADDED — — — 1,250,158 +420,158 +50.6% 4.25% $11.8M 2025-05-14 $8.94
2024 Q4 INITIATED — — — 830,000 — — 3.24% $9.3M 2025-02-14 $10.02

🏢 Other funds also holding EVH

As of 2026 Q1 — sorted by position size

Rubicon Founders LLC 9.64% Engaged Capital LLC 3Y 7Y 4.18% CADIAN CAPITAL MANAGEMENT, LP 3Y 7Y 3.0% Tejara Capital Ltd 3Y 1.46% Rock Point Advisors, LLC 3Y 7Y 1.1% Rock Springs Capital Management LP 3Y 7Y 0.36% FORMULA GROWTH LTD 3Y 7Y 0.22% One68 Global Capital, LLC 3Y 7Y 0.16% EVENTIDE ASSET MANAGEMENT, LLC 3Y 7Y 0.1% Tempus Wealth Planning, LLC 3Y 0.08%

FAQ About Sea Cliff Partners Management, LP and EVH

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sea Cliff Partners Management, LP reported owning EVH?

Sea Cliff Partners Management, LP reported EVH across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported EVH position in Sea Cliff Partners Management, LP's portfolio?

The largest reported portfolio weight for EVH was 4.75% in 2025 Q3.

What is the latest reported EVH position on this page?

The most recent filing on this page is 2025 Q3, when Sea Cliff Partners Management, LP reported 1,466,867 shares, equal to 4.75% of portfolio, with an estimated market value of $12.4M.

What does the chart on this EVH ownership page compare?

The chart compares Sea Cliff Partners Management, LP's quarterly EVH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Sea Cliff Partners Management, LP time their EVH position?

Based on 13F filing dates vs. subsequent EVH price moves, Sea Cliff Partners Management, LP correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on EVH relative to SPY over the holding period was -73.1%.

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