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Sea Cliff Partners Management’s BrightSpring Health Services BTSG Stock Holding History

Sea Cliff Partners Management’s Portfolio BTSG Stock Details BTSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$33.4M Sell
784,444
-235,443
-23% -$9.48M 17.26% 1
2025
Q4 		$38.2M Sell
1,019,887
-150,113
-13% -$5.03M 16.1% 1
2025
Q3 		$34.6M Sell
1,170,000
-481,171
-29% -$11.2M 13.23% 1
2025
Q2 		$39M Sell
1,651,171
-382,076
-19% -$7.97M 13.28% 1
2025
Q1 		$36.8M Buy
2,033,247
+298,097
+17% +$5.85M 13.21% 1
2024
Q4 		$29.5M Buy
1,735,150
+571,437
+49% +$9.88M 10.25% 1
2024
Q3 		$17.1M Buy
+1,163,713
New +$14.6M 5.73% 10

Other funds holding BTSG

KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Sea Cliff Partners Management's BTSG Position: Q1 2026 in Review

Sea Cliff Partners Management reduced its BrightSpring Health Services (BTSG) stake by 23% in Q1 2026, selling an estimated $9.48M and leaving 784,444 shares worth $33.4M. The position accounts for 17.26% of the portfolio, ranked #1.

Sea Cliff Partners Management first reported a position in BTSG in Q3 2024 and has held it in 7 quarters since. The position peaked at $39M in Q2 2025. 335 funds tracked by Wall St. Rank hold BTSG as of Q1 2026.

  • Sea Cliff Partners Management held 784,444 shares of BrightSpring Health Services worth $33.4M as of Q1 2026.
  • Sea Cliff Partners Management sold 235,443 BrightSpring Health Services shares in Q1 2026, an estimated $9.48M.
  • BrightSpring Health Services made up 17.26% of Sea Cliff Partners Management's portfolio in Q1 2026, its #1 holding.
  • Sea Cliff Partners Management first reported a position in BrightSpring Health Services in Q3 2024 and has held it in 7 quarters since.
  • Sea Cliff Partners Management's BrightSpring Health Services position peaked at $39M in Q2 2025.
  • 335 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q1 2026.

Based on Sea Cliff Partners Management's 13F filing for Q1 2026, filed 15 May 2026.