Sea Cliff Partners Management, LP holds a focused book of 14 reported positions worth $225.5M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter Arxis Inc-A first appears in 13F filings, a listing rather than a purchase; they opened JBT Marel Corp and trimmed Brightspring Health Services. Their largest long position is Brightspring Health Services at 17% of the reported non-option book. Cloning the disclosed picks since 2025 would be +29% (+26.2%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +30.6%, a 1.9-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Sea Cliff Partners Management, LP's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Sea Cliff Partners Management, LP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Keenan Capital, LLC | 2 / 14 | $70.7M |
| Ararat Capital Management LP | 2 / 14 | $20.1M |
| Pale Fire Capital SE | 3 / 14 | $126.3M |
| Hamilton Lane Advisors LLC | 2 / 14 | $12.1M |
| KR Capital LP | 2 / 14 | $59.9M |
| Channing Capital Management, LLC | 4 / 14 | $179.7M |
| Caledonia (Private) Investments Pty Ltd | 3 / 14 | $116.0M |
| Roubaix Capital, LLC | 2 / 14 | $10.6M |
Ranked by the share of each fund's own book sitting in the names it shares with Sea Cliff Partners Management, LP: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Brightspring Health Svcs Inc COM | $38.3M | 548.9K | 17.0% | ▼−30% Reduced · −236K sh | |
| 2 | Life Time Group Holdings Inc COMMON STOCK | $25.8M | 631.9K | 11.4% | ▼−3.8% Reduced · −25K sh | |
| 3 | Wesco Intl Inc COM | $24.9M | 72.0K | 11.0% | ▼−16% Reduced · −14K sh | |
| 4 | Okta Inc CL A | $21.8M | 160.0K | 9.7% | ▼−27% Reduced · −60K sh | |
| 5 | James Hardie Inds PLC ORD SHS | $16.8M | 640.3K | 7.4% | ▼−11% Reduced · −79K sh | |
| 6 | Integer Hldgs Corp COM | $16.6M | 177.1K | 7.3% | ▼−6.0% Reduced · −11K sh | |
| 7 | Onemain Hldgs Inc COM | $14.8M | 243.0K | 6.6% | ▲+305% Added · +183K sh | |
| 8 | Surgery Partners Inc COM | $14.2M | 845.9K | 6.3% | ▼−19% Reduced · −194K sh | |
| 9 | Hexcel Corp New COM | $12.1M | 120.6K | 5.4% | ▼−38% Reduced · −73K sh | |
| 10 | JBT Marel Corporation COM | $11.7M | 80.6K | 5.2% | ▲New New position | |
| 11 | Coursera Inc COM | $9.5M | 1.68M | 4.2% | ▲New New position | |
| 12 | Arxis Inc CL A COM | $9.0M | 195.0K | 4.0% | →Listed Newly reportable | |
| 13 | Godaddy Inc CL A | $6.4M | 75.0K | 2.8% | ▼−39% Reduced · −48K sh | |
| 14 | Toast Inc CL A | $3.8M | 136.3K | 1.7% | ▲New New position |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.