Sea Cliff Partners Management, LP Diversified Active

Name: Sea Cliff Partners Management, LP Q2 2026 13F Filing | 13F Explorer
Creator: Sea Cliff Partners Management, LP
Published: 2026-08-14

Location: San Francisco, CA

CIK: 0002011655 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 14, 2026

Total Value: $226M (100.0% shares, 0.0% debt)

Holdings (14)

New Positions (4)

JBTM JBT MAREL CORPORATION 5.2%

Value $11.69M Shares 80,600 Est. Cost — Unrealized —

COUR COURSERA INC 4.2%

Value $9.482M Shares 1,681,200 Est. Cost — Unrealized —

ARXS ARXIS INC 4.0%

Value $8.997M Shares 195,000 Est. Cost — Unrealized —

TOST TOAST INC 1.7%

Value $3.791M Shares 136,264 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
JBTM	JBT MAREL CORPORATION	80,600	$11.69M	5.2%	—	—	COM	477839104
COUR	COURSERA INC	1,681,200	$9.482M	4.2%	—	—	COM	22266M104
ARXS	ARXIS INC	195,000	$8.997M	4.0%	—	—	CL A COM	04339D105
TOST	TOAST INC	136,264	$3.791M	1.7%	—	—	CL A	888787108

Increased Positions (1)

OMF ONEMAIN HLDGS INC 6.6%

Value $14.82M (+361.6%) Shares 242,991 (+305.0%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
OMF	ONEMAIN HLDGS INC	242,991 (+305.0%)	$14.82M (+361.6%)	6.6%	—	—	COM	68268W103

Exited Positions (3)

UDMY UDEMY INC 5.6%

Value $12.65M Shares 2,738,200 Est. Cost — Unrealized —

CNM CORE & MAIN INC 4.4%

Value $9.815M Shares 198,694 Est. Cost — Unrealized —

PLNT PLANET FITNESS MASTER ISSUER 3.4%

Value $7.623M Shares 102,481 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
UDMY	UDEMY INC	2,738,200	$12.65M	5.6%	—	—	—	902685106
CNM	CORE & MAIN INC	198,694	$9.815M	4.4%	—	—	—	21874C102
PLNT	PLANET FITNESS MASTER ISSUER	102,481	$7.623M	3.4%	—	—	—	72703H101

Decreased Positions (9)

LTH LIFE TIME GROUP HOLDINGS INC 11.4%

Value $25.81M (+45.8%) Shares 631,900 (-3.8%) Est. Cost — Unrealized —

BTSG BRIGHTSPRING HEALTH SVCS INC 17.0%

Value $38.28M (+14.5%) Shares 548,934 (-30.0%) Est. Cost — Unrealized —

OKTA OKTA INC 9.7%

Value $21.83M (+26.0%) Shares 160,000 (-27.3%) Est. Cost — Unrealized —

GDDY GODADDY INC 2.8%

Value $6.366M (-37.2%) Shares 75,000 (-38.8%) Est. Cost — Unrealized —

HXL HEXCEL CORP NEW 5.4%

Value $12.07M (-22.8%) Shares 120,605 (-37.6%) Est. Cost — Unrealized —

JHX JAMES HARDIE INDS PLC 7.4%

Value $16.76M (+23.1%) Shares 640,270 (-11.0%) Est. Cost — Unrealized —

SGRY SURGERY PARTNERS INC 6.3%

Value $14.21M (+14.7%) Shares 845,864 (-18.7%) Est. Cost — Unrealized —

WCC WESCO INTL INC 11.0%

Value $24.87M (+5.4%) Shares 72,000 (-16.5%) Est. Cost — Unrealized —

ITGR INTEGER HLDGS CORP 7.3%

Value $16.55M (-0.1%) Shares 177,113 (-6.0%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
LTH	LIFE TIME GROUP HOLDINGS INC	631,900 (-3.8%)	$25.81M (+45.8%)	11.4%	—	—	COMMON STOCK	53190C102
BTSG	BRIGHTSPRING HEALTH SVCS INC	548,934 (-30.0%)	$38.28M (+14.5%)	17.0%	—	—	COM	10950A106
OKTA	OKTA INC	160,000 (-27.3%)	$21.83M (+26.0%)	9.7%	—	—	CL A	679295105
GDDY	GODADDY INC	75,000 (-38.8%)	$6.366M (-37.2%)	2.8%	—	—	CL A	380237107
HXL	HEXCEL CORP NEW	120,605 (-37.6%)	$12.07M (-22.8%)	5.4%	—	—	COM	428291108
JHX	JAMES HARDIE INDS PLC	640,270 (-11.0%)	$16.76M (+23.1%)	7.4%	—	—	ORD SHS	G4253H101
SGRY	SURGERY PARTNERS INC	845,864 (-18.7%)	$14.21M (+14.7%)	6.3%	—	—	COM	86881A100
WCC	WESCO INTL INC	72,000 (-16.5%)	$24.87M (+5.4%)	11.0%	—	—	COM	95082P105
ITGR	INTEGER HLDGS CORP	177,113 (-6.0%)	$16.55M (-0.1%)	7.3%	—	—	COM	45826H109