Sea Cliff Partners Management, LP Diversified Active

Name: Sea Cliff Partners Management, LP Q1 2026 13F Filing | 13F Explorer
Creator: Sea Cliff Partners Management, LP
Published: 2026-05-15

Location: SAN FRANCISCO, CA

CIK: 0002011655 · Show all filings

Period: Q1 2026 (← Previous)

Filing Date: May 15, 2026

Total Value: $194M (100.0% shares, 0.0% debt)

Holdings (13)

New Positions (1)

OMF ONEMAIN HLDGS INC 1.7%

Value $3.209M Shares 60,000 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
OMF	ONEMAIN HLDGS INC	60,000	$3.209M	1.7%	—	—	COM	68268W103

Increased Positions (4)

ITGR INTEGER HLDGS CORP 8.6%

Value $16.57M (+58.9%) Shares 188,331 (+41.6%) Est. Cost — Unrealized —

LTH LIFE TIME GROUP HOLDINGS INC 9.1%

Value $17.7M (+42.6%) Shares 657,105 (+40.7%) Est. Cost — Unrealized —

SGRY SURGERY PARTNERS INC 6.4%

Value $12.39M (+19.1%) Shares 1,039,799 (+54.4%) Est. Cost — Unrealized —

OKTA OKTA INC 8.9%

Value $17.32M (+1.7%) Shares 220,078 (+11.7%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
ITGR	INTEGER HLDGS CORP	188,331 (+41.6%)	$16.57M (+58.9%)	8.6%	—	—	COM	45826H109
LTH	LIFE TIME GROUP HOLDINGS INC	657,105 (+40.7%)	$17.7M (+42.6%)	9.1%	—	—	COMMON STOCK	53190C102
SGRY	SURGERY PARTNERS INC	1,039,799 (+54.4%)	$12.39M (+19.1%)	6.4%	—	—	COM	86881A100
OKTA	OKTA INC	220,078 (+11.7%)	$17.32M (+1.7%)	8.9%	—	—	CL A	679295105

Exited Positions (1)

CXM SPRINKLR INC 5.4%

Value $10.38M Shares 1,334,112 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CXM	SPRINKLR INC	1,334,112	$10.38M	5.4%	—	—	—	85208T107

Decreased Positions (8)

PLNT PLANET FITNESS MASTER ISSUER 3.9%

Value $7.623M (-65.7%) Shares 102,481 (-50.0%) Est. Cost — Unrealized —

JHX JAMES HARDIE INDS PLC 7.0%

Value $13.62M (-34.3%) Shares 719,007 (-28.0%) Est. Cost — Unrealized —

GDDY GODADDY INC 5.2%

Value $10.14M (-41.2%) Shares 122,609 (-11.8%) Est. Cost — Unrealized —

HXL HEXCEL CORP NEW 8.1%

Value $15.64M (-28.5%) Shares 193,236 (-34.7%) Est. Cost — Unrealized —

UDMY UDEMY INC 6.5%

Value $12.65M (-32.3%) Shares 2,738,200 (-14.3%) Est. Cost — Unrealized —

BTSG BRIGHTSPRING HEALTH SVCS INC 17.3%

Value $33.43M (-12.5%) Shares 784,444 (-23.1%) Est. Cost — Unrealized —

CNM CORE & MAIN INC 5.1%

Value $9.815M (-30.7%) Shares 198,694 (-27.1%) Est. Cost — Unrealized —

WCC WESCO INTL INC 12.2%

Value $23.59M (+0.4%) Shares 86,216 (-10.2%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
PLNT	PLANET FITNESS MASTER ISSUER	102,481 (-50.0%)	$7.623M (-65.7%)	3.9%	—	—	CL A	72703H101
JHX	JAMES HARDIE INDS PLC	719,007 (-28.0%)	$13.62M (-34.3%)	7.0%	—	—	ORD SHS	G4253H101
GDDY	GODADDY INC	122,609 (-11.8%)	$10.14M (-41.2%)	5.2%	—	—	CL A	380237107
HXL	HEXCEL CORP NEW	193,236 (-34.7%)	$15.64M (-28.5%)	8.1%	—	—	COM	428291108
UDMY	UDEMY INC	2,738,200 (-14.3%)	$12.65M (-32.3%)	6.5%	—	—	COM	902685106
BTSG	BRIGHTSPRING HEALTH SVCS INC	784,444 (-23.1%)	$33.43M (-12.5%)	17.3%	—	—	COM	10950A106
CNM	CORE & MAIN INC	198,694 (-27.1%)	$9.815M (-30.7%)	5.1%	—	—	CL A	21874C102
WCC	WESCO INTL INC	86,216 (-10.2%)	$23.59M (+0.4%)	12.2%	—	—	COM	95082P105