DOSSIER · 13F-HR · Q1 2026

Sea Cliff Partners Management, LP

Sea Cliff's family office based in Omaha, NE $194M in tracked AUM across 13 positions as of Q1 2026.

SC
Sea Cliff·Omaha, NE·Family Office
CIK 0002011655 · last filed Mar 31, 2026
Total AUM
$194M
5.3%
vs prior
Holdings
13
positions
Whale Score
71
71
strong
Activity
no data
changes this Q
Top sector
Tech
13% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Portfolio Overview

Sea Cliff Partners Management, LP reported a significant contraction in portfolio value for the period ending September 30, 2025. The total assets under management (AUM) decreased by 44.7%, falling from $293.34M to $162.09M. This reduction is attributable to a combination of active portfolio deleveraging and reallocation rather than pure market depreciation, as evidenced by the high volume of selling activity. The fund currently maintains a highly concentrated...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
BTSG
BRIGHTSPRING HEALTH SVCS INC
$33M784K17.3%
02
WCC
WESCO INTL INC
$24M86K12.2%
03
LTH
LIFE TIME GROUP HOLDINGS INC
$18M657K9.1%
04
OKTA
OKTA INC
$17M220K8.9%
05
ITGR
INTEGER HLDGS CORP
$17M188K8.6%
06
HXL
HEXCEL CORP NEW
$16M193K8.1%
07
G4253H101
JAMES HARDIE INDS PLC
$14M719K7.0%
08
UDMY
UDEMY INC
$13M2.7M6.5%
09
SGRY
SURGERY PARTNERS INC
$12M1.0M6.4%
10
GDDY
GODADDY INC
$10M123K5.2%

Filing history

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