Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
ACADIA HEALTHCARE COMPANY IN | 338,711 | +338,711 | $26,338 |
ACHC | 338,711 | +338,711 | $26,338 |
UDEMY INC | 1,742,071 | +1,742,071 | $25,661 |
UDMY | 1,742,071 | +1,742,071 | $25,661 |
COTY INC | 1,997,051 | +1,997,051 | $24,803 |
COTY | 1,997,051 | +1,997,051 | $24,803 |
MADISON SQUARE GRDN SPRT COR | 135,162 | +135,162 | $24,577 |
MSGS | 135,162 | +135,162 | $24,577 |
GODADDY INC | 206,603 | +206,603 | $21,933 |
GDDY | 206,603 | +206,603 | $21,933 |
NICE LTD | 109,636 | +109,636 | $21,873 |
NICE | 109,636 | +109,636 | $21,873 |
WESCO INTL INC | 110,814 | +110,814 | $19,268 |
WCC | 110,814 | +110,814 | $19,268 |
R1 RCM INC | 1,746,333 | +1,746,333 | $18,459 |
RCM | 1,746,333 | +1,746,333 | $18,459 |
N ABLE INC | 1,278,516 | +1,278,516 | $16,940 |
NABL | 1,278,516 | +1,278,516 | $16,940 |
AZEK CO INC | 422,843 | +422,843 | $16,174 |
AZEK | 422,843 | +422,843 | $16,174 |
DAVE & BUSTERS ENTMT INC | 300,000 | +300,000 | $16,155 |
PLAY | 300,000 | +300,000 | $16,155 |
E2OPEN PARENT HOLDINGS INC | 3,193,662 | +3,193,662 | $14,020 |
ETWO | 3,193,662 | +3,193,662 | $14,020 |
MODEL N INC | 225,709 | +225,709 | $6,078 |
MODN | 225,709 | +225,709 | $6,078 |
See Full List: All Stocks Held By Sea Cliff Partners Management LP
— Including:
Biggest new positions
Biggest exits
See Details: Top 10 Stocks Held By Sea Cliff Partners Management LP
Size ($ in 1000's)
At 12/31/2023: $256,497 At 09/30/2023: $0 Sea Cliff Partners Management LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Sea Cliff Partners Management LP 13F filings. Link to 13F filings: SEC filings |