Sea Cliff Partners Management, LP
Annual return '25
+18.8%
SPY '25
+17.7%
Alpha
+1.1ptsvs SPY
Invested
$193.7M
Holdings
13
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$BTSG
BRIGHTSPRING HEALTH SVCS INC
Q4 2025: Exited (was 1.17M shares)
17.3%
02
$WCC
WESCO INTL INC
Q4 2025: Exited (was 82.5k shares)
12.2%
03
$LTH
LIFE TIME GROUP HOLDINGS INC
Held since at least Q1 2024
9.1%
04
$OKTA
OKTA INC
Q4 2025: Exited (was 214.5k shares)
8.9%
05
$ITGR
INTEGER HLDGS CORP
Held since at least Q1 2024
8.6%
06
$HXL
HEXCEL CORP NEW
Q4 2025: Exited (was 295.0k shares)
8.1%
07
$JHX
JAMES HARDIE INDS PLC
Q4 2025: Exited (was 630.0k shares)
7.0%
08
$UDMY
UDEMY INC
Q4 2025: Exited (was 2.97M shares)
6.5%
09
$SGRY
SURGERY PARTNERS INC
Held since at least Q1 2024
6.4%
10
$GDDY
GODADDY INC
Q4 2025: Exited (was 105.0k shares)
5.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:13 UTC.