Sea Cliff Partners Management, Lp Top Holdings and 13F Report (2025) About Sea Cliff Partners Management, LpInvestment ActivitySea Cliff Partners Management, Lp has $288.29 million in total holdings as of December 31, 2024.Sea Cliff Partners Management, Lp owns shares of 15 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 16.98% of the portfolio was purchased this quarter.About 19.04% of the portfolio was sold this quarter.This quarter, Sea Cliff Partners Management, Lp has purchased 15 new stocks and bought additional shares in 5 stocks.Sea Cliff Partners Management, Lp sold shares of 8 stocks and completely divested from 2 stocks this quarter.Largest Holdings BRIGHTSPRING HEALTH SVCS INC $29,549,605Udemy $27,569,175John Bean Technologies $25,674,200Hexcel $23,073,600AZEK $22,785,600 Largest New Holdings this Quarter Core & Main $11,709,300 HoldingEvolent Health $9,337,500 Holding Largest Purchases this Quarter Core & Main 230,000 shares (about $11.71M)BRIGHTSPRING HEALTH SVCS INC 571,437 shares (about $9.73M)Evolent Health 830,000 shares (about $9.34M)Match Group 215,096 shares (about $7.04M)TriNet Group 60,439 shares (about $5.49M) Largest Sales this Quarter N-able 1,226,953 shares (about $11.46M)NICE 57,347 shares (about $9.74M)Udemy 541,713 shares (about $4.46M)Dave & Buster's Entertainment 141,391 shares (about $4.13M)AZEK 52,478 shares (about $2.49M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSea Cliff Partners Management, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRIGHTSPRING HEALTH SVCS INC$29,549,605$9,731,572 ▲49.1%1,735,15010.3%COMUDMYUdemy$27,569,175$4,458,298 ▼-13.9%3,349,8399.6%Computer and TechnologyJBTJohn Bean Technologies$25,674,200$2,003,350 ▼-7.2%202,0008.9%Industrial ProductsHXLHexcel$23,073,600$1,404,982 ▲6.5%368,0008.0%AerospaceAZEKAZEK$22,785,600$2,491,131 ▼-9.9%480,0007.9%ConstructionGDDYGoDaddy$21,315,960$394,740 ▼-1.8%108,0007.4%Computer and TechnologyCOTYCoty$19,798,500$917,022 ▼-4.4%2,844,6126.9%Consumer StaplesTNETTriNet Group$19,555,398$5,486,048 ▲39.0%215,4396.8%Business ServicesNICENICE$18,682,400$9,739,814 ▼-34.3%110,0006.5%Computer and TechnologyOKTAOkta$18,124,000$4,259,692 ▲30.7%230,0006.3%Computer and TechnologyPLAYDave & Buster's Entertainment$15,616,650$4,127,203 ▼-20.9%535,0005.4%Retail/WholesaleMTCHMatch Group$15,476,050$7,035,790 ▲83.4%473,1295.4%Retail/WholesaleCNMCore & Main$11,709,300$11,709,300 ▲New Holding230,0004.1%Industrial ProductsNABLN-able$10,019,859$11,459,741 ▼-53.4%1,072,7903.5%Business ServicesEVHEvolent Health$9,337,500$9,337,500 ▲New Holding830,0003.2%Computer and TechnologyWCCWESCO International$0$12,598,500 ▼-100.0%00.0%Computer and TechnologyETWOE2open Parent$0$6,701,357 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
