Sea Cliff Partners Management, LP
Sea Cliff Partners Management, LP reported 14 positions worth $225.5M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: BTSG (17.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | BTSG | SH | $38.3M | 16.98% | 548,934 | — | — | |
| ▸ 2 | LTH | SH | $25.8M | 11.44% | 631,900 | — | — | |
| ▸ 3 | WCC | SH | $24.9M | 11.03% | 72,000 | — | — | |
| ▸ 4 | OKTA | SH | $21.8M | 9.68% | 160,000 | — | — | |
| ▸ 5 | JHX | SH | $16.8M | 7.43% | 640,270 | — | — | |
| ▸ 6 | ITGR | SH | $16.6M | 7.34% | 177,113 | — | — | |
| ▸ 7 | OMF | SH | $14.8M | 6.57% | 242,991 | — | — | |
| ▸ 8 | SGRY | SH | $14.2M | 6.30% | 845,864 | — | — | |
| ▸ 9 | HXL | SH | $12.1M | 5.35% | 120,605 | — | — | |
| ▸ 10 | JBTM | SH | $11.7M | 5.18% | 80,600 | — | — |
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Frequently Asked Questions
What stocks does Sea Cliff Partners Management, LP hold as of Q2 2026?
Sea Cliff Partners Management, LP reported 14 positions worth $225.5M in its Q2 2026 13F filing. Largest positions: BTSG (17.0%), LTH (11.4%), WCC (11.0%), OKTA (9.7%) and JHX (7.4%).
What did Sea Cliff Partners Management, LP buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Sea Cliff Partners Management, LP sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.