Sea Cliff Partners Management
Sea Cliff Partners Management reported 14 stocks worth $226M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are BTSG (17.0%), LTH (11.4%) and WCC (11.0%). Compared with Q1 2026, the fund opened new positions in JBTM, COUR and ARXS, added to OMF, trimmed BTSG, LTH and WCC and sold out of CNM and PLNT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  BTSG Brightspring Health Svcs Inc | $38.3M | 17.0% | 549K | −236K (−30%) | 8 of 8 | |
| 2 |  LTH Life Time Group Holdings Inc | $25.8M | 11.4% | 632K | −25K (−4%) | 3 of 8 | |
| 3 |  WCC Wesco Intl Inc | $24.9M | 11.0% | 72K | −14K (−16%) | 5 of 8 | |
| 4 |  OKTA Okta Inc | $21.8M | 9.7% | 160K | −60K (−27%) | 8 of 8 | |
| 5 |  JHX James Hardie Inds PLC | $16.8M | 7.4% | 640K | −79K (−11%) | 4 of 8 | |
| 6 |  ITGR Integer Hldgs Corp | $16.6M | 7.3% | 177K | −11K (−6%) | 3 of 8 | |
| 7 |  OMF Onemain Hldgs | $14.8M | 6.6% | 243K | +183K (+305%) | 2 of 8 | |
| 8 |  SGRY Surgery Partners Inc | $14.2M | 6.3% | 846K | −194K (−19%) | 3 of 8 | |
| 9 |  HXL Hexcel Corp New | $12.1M | 5.3% | 121K | −73K (−38%) | 8 of 8 | |
| 10 |  JBTM Jbt Marel Corporation | $11.7M | 5.2% | 81K | New position | 5 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Sea Cliff Partners Management 13F FAQ
What does Sea Cliff Partners Management own?
Sea Cliff Partners Management reported 14 stocks worth $226M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are BTSG (17.0%), LTH (11.4%) and WCC (11.0%). The table above lists every position in the filing (the top 10 without an account).
What did Sea Cliff Partners Management buy and sell in Q2 2026?
Compared with Q1 2026: 4 new positions, 1 added to, 9 trimmed and 3 sold out. New positions include JBTM, COUR and ARXS. It sold all of CNM and PLNT.
When will Sea Cliff Partners Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Sea Cliff Partners Management's portfolio worth?
The Q2 2026 filing reports $226M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.