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Sea Cliff Partners Management, LP

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13F filer, CIK 2011655, SAN FRANCISCO, CA

Sea Cliff Partners Management, LP reported $237,260,772 across 13 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-17. Its ten largest share positions make up 86.84% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001420506-26-000487

Period
2025-12-31
Reported value
$237M
Holdings
13
Top 10 weight
86.84%
New
3
Sold out
5

Largest buys vs the previous quarter

SecurityShares changeApprox. value
LTHnew+467,100$12.4M
ITGRnew+132,972$10.4M
SGRYnew+673,351$10.4M
JHXadded+368,770$7.65M
GDDYadded+33,935$4.21M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
CWANexited-1,101,680-$19.9M
PTCexited-87,680-$17.8M
CZRexited-607,700-$16.4M
EVHexited-1,466,867-$12.4M
MORNexited-26,000-$6.03M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0001420506-26-000487, largest first. % of portfolio is the value over $237,260,772, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
BTSGBRIGHTSPRING HEALTH SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,163,713 shares; 2024Q4: 1,735,150 shares; 2025Q1: 2,033,247 shares; 2025Q2: 1,651,171 shares; 2025Q3: 1,170,000 shares; 2025Q4: 1,019,887 shares 1,019,887$38.2M16.1%-150,113Timeline
WCCWESCO INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 82,503 shares; 2025Q4: 96,000 shares 96,000$23.5M9.9%+13,497Timeline
PLNTPLANET FITNESS MASTER ISSUERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38,255 shares; 2025Q2: 185,782 shares; 2025Q3: 210,000 shares; 2025Q4: 205,000 shares 205,000$22.2M9.37%-5,000Timeline
HXLHEXCEL CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 345,592 shares; 2024Q4: 368,000 shares; 2025Q1: 461,202 shares; 2025Q2: 427,750 shares; 2025Q3: 295,000 shares; 2025Q4: 295,855 shares 295,855$21.9M9.22%+855Timeline
JHXJAMES HARDIE INDS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 630,000 shares; 2025Q4: 998,770 shares 998,770$20.7M8.73%+368,770Timeline
UDMYUDEMY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,891,552 shares; 2024Q4: 3,349,839 shares; 2025Q1: 3,775,059 shares; 2025Q2: 3,255,374 shares; 2025Q3: 2,973,718 shares; 2025Q4: 3,193,686 shares 3,193,686$18.7M7.87%+219,968Timeline
GDDYGODADDY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,000 shares; 2024Q4: 108,000 shares; 2025Q1: 156,117 shares; 2025Q2: 91,995 shares; 2025Q3: 105,000 shares; 2025Q4: 138,935 shares 138,935$17.2M7.27%+33,935Timeline
OKTAOKTA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,943 shares; 2024Q4: 230,000 shares; 2025Q1: 171,200 shares; 2025Q2: 209,198 shares; 2025Q3: 214,500 shares; 2025Q4: 197,000 shares 197,000$17M7.18%-17,500Timeline
CNMCORE & MAIN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 230,000 shares; 2025Q1: 351,100 shares; 2025Q2: 310,000 shares; 2025Q3: 277,000 shares; 2025Q4: 272,699 shares 272,699$14.2M5.97%-4,301Timeline
LTHLIFE TIME GROUP HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 467,100 shares 467,100$12.4M5.23%newTimeline
ITGRINTEGER HLDGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 132,972 shares 132,972$10.4M4.4%newTimeline
SGRYSURGERY PARTNERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 673,351 shares 673,351$10.4M4.38%newTimeline
CXMSPRINKLR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 170,000 shares; 2025Q2: 2,166,792 shares; 2025Q3: 1,892,408 shares; 2025Q4: 1,334,112 shares 1,334,112$10.4M4.37%-558,296Timeline

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
CWANCLEARWATER ANALYTICS HLDGS I1,101,680$19.9Mshares
PTCPTC INC87,680$17.8Mshares
CZRCAESARS ENTERTAINMENT INC NE607,700$16.4Mshares
EVHEVOLENT HEALTH INC1,466,867$12.4Mshares
MORNMORNINGSTAR INC26,000$6.03Mshares

How Q4 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001420506-26-000487 base2026-02-17acceptance time not in the bulk data set