Long-term investor

Sea Cliff Partners Management, LP @seacliffpartnersmanageme

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002011655).

Record

  • Tracked since 2025-06-30 (431 days), 43 trades recorded
  • Returns: week n/a · month n/a · 90 days +27.5% · 6 months +28.0% · 1 year +26.8% · all +26.8%
  • Max drawdown -5.1% · Sharpe 0.72 · win rate 9% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • BTSG · 17.0% · long · since 2025-06-30
  • LTH · 11.4% · long · since 2025-12-31
  • WCC · 11.0% · long · since 2025-09-30
  • OKTA · 9.7% · long · since 2025-06-30
  • JHX · 7.4% · long · since 2025-09-30
  • ITGR · 7.3% · long · since 2025-12-31
  • OMF · 6.6% · long · since 2026-03-31
  • SGRY · 6.3% · long · since 2025-12-31
  • HXL · 5.4% · long · since 2025-06-30
  • JBTM · 5.2% · long · since 2025-06-30
  • COUR · 4.2% · long · since 2026-06-30
  • ARXS · 4.0% · long · since 2026-06-30

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