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 (476 days), 43 trades recorded
- Returns: week n/a · month n/a · 90 days +0.1% · 6 months +30.0% · 1 year +47.7% · all +47.7%
- Max drawdown n/a · 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
- 45826H109 · 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