Sea Cliff Partners Management, LP 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
SC Sea Cliff Partners Management, LP | Institutional Filer | ▼ 18.36% | $193.7M | 13 |
Current Portfolio Holdings
Showing all 13 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | BTSG | BrightSpring Health Services, Inc. Common Stock | Healthcare | 784K | $33.4M | 17.26% |
| 2 | WCC | WESCO International, Inc. | Industrials | 86K | $23.6M | 12.18% |
| 3 | LTH | Life Time Group Holdings, Inc. | Consumer Cyclical | 657K | $17.7M | 9.14% |
| 4 | OKTA | Okta, Inc. | Technology | 220K | $17.3M | 8.94% |
| 5 | ITGR | Integer Holdings Corporation | Healthcare | 188K | $16.6M | 8.56% |
| 6 | HXL | Hexcel Corporation | Industrials | 193K | $15.6M | 8.07% |
| 7 | JHX | James Hardie Industries plc | Basic Materials | 719K | $13.6M | 7.03% |
| 8 | UDMY | Udemy, Inc. | Consumer Defensive | 2.7M | $12.7M | 6.53% |
| 9 | SGRY | Surgery Partners, Inc. | Healthcare | 1.0M | $12.4M | 6.40% |
| 10 | GDDY | GoDaddy Inc. | Technology | 123K | $10.1M | 5.23% |
| 11 | CNM | Core & Main, Inc. | Industrials | 199K | $9.8M | 5.07% |
| 12 | PLNT | Planet Fitness, Inc. | Consumer Cyclical | 102K | $7.6M | 3.94% |
| 13 | OMF | OneMain Holdings, Inc. | Financial Services | 60K | $3.2M | 1.66% |
Showing 1 to 13 of 13 holdings