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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 $193,698,434 across 13 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 89.34% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001420506-26-001094

Period
2026-03-31
Reported value
$194M
Holdings
13
Top 10 weight
89.34%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
LTHadded+190,005$5.12M
ITGRadded+55,359$4.87M
SGRYadded+366,448$4.37M
OMFnew+60,000$3.21M
OKTAadded+23,078$1.82M

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
CXMexited-1,334,112-$10.4M
BTSGreduced-235,443-$10M
HXLreduced-102,619-$8.3M
PLNTreduced-102,519-$7.63M
JHXreduced-279,763-$5.3M

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, Q1 2026

Share positions as resolved from 13F-HR 0001420506-26-001094, largest first. % of portfolio is the value over $193,698,434, 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; 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; 2026Q1: 784,444 shares 784,444$33.4M17.26%-235,443Timeline
WCCWESCO INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 82,503 shares; 2025Q4: 96,000 shares; 2026Q1: 86,216 shares 86,216$23.6M12.18%-9,784Timeline
LTHLIFE TIME GROUP HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 467,100 shares; 2026Q1: 657,105 shares 657,105$17.7M9.14%+190,005Timeline
OKTAOKTA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 220,078 shares 220,078$17.3M8.94%+23,078Timeline
ITGRINTEGER HLDGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 132,972 shares; 2026Q1: 188,331 shares 188,331$16.6M8.56%+55,359Timeline
HXLHEXCEL CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 193,236 shares 193,236$15.6M8.07%-102,619Timeline
JHXJAMES HARDIE INDS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 630,000 shares; 2025Q4: 998,770 shares; 2026Q1: 719,007 shares 719,007$13.6M7.03%-279,763Timeline
UDMYUDEMY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,738,200 shares 2,738,200$12.7M6.53%-455,486Timeline
SGRYSURGERY PARTNERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 673,351 shares; 2026Q1: 1,039,799 shares 1,039,799$12.4M6.4%+366,448Timeline
GDDYGODADDY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 122,609 shares 122,609$10.1M5.23%-16,326Timeline
CNMCORE & MAIN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 198,694 shares 198,694$9.82M5.07%-74,005Timeline
PLNTPLANET FITNESS MASTER ISSUERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38,255 shares; 2025Q2: 185,782 shares; 2025Q3: 210,000 shares; 2025Q4: 205,000 shares; 2026Q1: 102,481 shares 102,481$7.62M3.94%-102,519Timeline
OMFONEMAIN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 60,000 shares 60,000$3.21M1.66%newTimeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
CXMSPRINKLR INC1,334,112$10.4Mshares

How Q1 2026 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 0001420506-26-001094 base2026-05-15acceptance time not in the bulk data set