Sea Cliff Partners Management, LP JBTM — JOHN BEAN TECHNOLOGIES CORP

Ownership history in Sea Cliff Partners Management, LP  ·  5 quarters on record

AI Ownership Summary

Sea Cliff Partners Management, LP reported JOHN BEAN TECHNOLOGIES CORP (JBTM) in 5 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 8.91% in 2024 Q4. The latest visible filing shows JBTM at 5.18% 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 JBTM 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 JOHN BEAN TECHNOLOGIES CORP, 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 Q2

JBTM was reported at 5.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
8.91% in 2024 Q4

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

Time in book
Holding Window
2024 Q3 to 2026 Q2

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.

JBTM stock page Sea Cliff Partners Management, LP fund profile Sea Cliff Partners Management, LP full holdings
How Sea Cliff Partners Management, LP held JBTM — position size vs. price
% of Fund (quarterly)    JBTM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 80,600 -19,400 -19.4% 5.18% $11.7M 2026-08-14 $120.08
2025 Q2 REDUCED 35.7% +14.1% ❌ 100,000 -55,543 -35.7% 4.10% $12.0M 2025-08-14 $139.82
2025 Q1 REDUCED 23.0% -1.5% ✅ 155,543 -46,457 -23.0% 6.83% $19.0M 2025-05-14 $116.50
2024 Q4 REDUCED 7.2% -3.8% ✅ 202,000 -15,762 -7.2% 8.91% $25.7M 2025-02-14 $123.31
2024 Q3 INITIATED — — — 217,762 — — 7.19% $21.5M 2024-11-14 $117.04

🏢 Other funds also holding JBTM

As of 2026 Q2 — sorted by position size

Lifeyrissjodur verzlunarmanna (Pension Fund of Commerce) 100.0% Tripletail Wealth Management, LLC 19.23% P2 Capital Partners, LLC 3Y 7Y 13.31% Bastion Asset Management Inc. 4.41% ADVISORY RESEARCH INC 3Y 7Y 2.75% DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 3Y 7Y 2.28% Roubaix Capital, LLC 3Y 7Y 2.08% Ewing Morris & Co. Investment Partners Ltd. 3Y 2.0% MONIMUS CAPITAL MANAGEMENT, LP 1.96% Channing Capital Management, LLC 3Y 7Y 1.8%

FAQ About Sea Cliff Partners Management, LP and JBTM

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 JBTM?

Sea Cliff Partners Management, LP reported JBTM across 5 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

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

The largest reported portfolio weight for JBTM was 8.91% in 2024 Q4.

What is the latest reported JBTM position on this page?

The most recent filing on this page is 2026 Q2, when Sea Cliff Partners Management, LP reported 80,600 shares, equal to 5.18% of portfolio, with an estimated market value of $11.7M.

What does the chart on this JBTM ownership page compare?

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

Based on 13F filing dates vs. subsequent JBTM price moves, Sea Cliff Partners Management, LP correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on JBTM relative to SPY over the holding period was +12.1%.

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