Sea Cliff Partners Management, LP HXL — HEXCEL CORP NEW

Ownership history in Sea Cliff Partners Management, LP  ·  9 quarters on record

AI Ownership Summary

Sea Cliff Partners Management, LP reported HEXCEL CORP NEW (HXL) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 9.22% in 2025 Q4. The latest visible filing shows HXL at 8.07% 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 HXL 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 HEXCEL CORP NEW, 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
2026 Q1

HXL was reported at 8.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
9.22% in 2025 Q4

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

Time in book
Holding Window
2024 Q1 to 2026 Q1

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.

HXL stock page Sea Cliff Partners Management, LP fund profile Sea Cliff Partners Management, LP full holdings
How Sea Cliff Partners Management, LP held HXL — position size vs. price
% of Fund (quarterly)    HXL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 34.7% +22.4% ❌ 193,236 -102,619 -34.7% 8.07% $15.6M 2026-05-15 $88.65
2025 Q4 ADDED — — — 295,855 +855 +0.3% 9.22% $21.9M 2026-02-17 $88.81
2025 Q3 REDUCED 31.0% +20.6% ❌ 295,000 -132,750 -31.0% 7.08% $18.5M 2025-11-14 $68.81
2025 Q2 REDUCED 7.3% +9.4% ❌ 427,750 -33,452 -7.3% 8.24% $24.2M 2025-08-14 $62.06
2025 Q1 ADDED — — — 461,202 +93,202 +25.3% 9.07% $25.3M 2025-05-14 $53.34
2024 Q4 ADDED — — — 368,000 +22,408 +6.5% 8.00% $23.1M 2025-02-14 $64.64
2024 Q3 ADDED — — — 345,592 +110,486 +47.0% 7.16% $21.4M 2024-11-14 $59.11
2024 Q2 ADDED — — — 235,106 +158,393 +206.5% 5.02% $14.7M 2024-08-14 $61.00
2024 Q1 INITIATED — — — 76,713 — — 1.84% $5.6M 2024-05-14 $71.31

🏢 Other funds also holding HXL

As of 2026 Q1 — sorted by position size

Vision One Management Partners, LP 22.79% Gallo Partners, LP 5.31% SPEECE THORSON CAPITAL GROUP INC 3Y 7Y 3.78% Kopion Asset Management, LLC 3Y 3.43% ELCO Management Co., LLC 3Y 7Y 2.2% Pier Capital, LLC 3Y 7Y 2.13% Channing Capital Management, LLC 3Y 7Y 1.95% Copeland Capital Management, LLC 3Y 7Y 1.66% EARNEST PARTNERS LLC 3Y 7Y 1.57% GRANDFIELD & DODD, LLC 3Y 7Y 1.49%

FAQ About Sea Cliff Partners Management, LP and HXL

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 HXL?

Sea Cliff Partners Management, LP reported HXL across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

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

The largest reported portfolio weight for HXL was 9.22% in 2025 Q4.

What is the latest reported HXL position on this page?

The most recent filing on this page is 2026 Q1, when Sea Cliff Partners Management, LP reported 193,236 shares, equal to 8.07% of portfolio, with an estimated market value of $15.6M.

What does the chart on this HXL ownership page compare?

The chart compares Sea Cliff Partners Management, LP's quarterly HXL 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 HXL position?

Based on 13F filing dates vs. subsequent HXL price moves, Sea Cliff Partners Management, LP correctly timed 2 out of 8 reported position changes (25%). The annualised alpha on HXL relative to SPY over the holding period was -7.3%.

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