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Sea Cliff Partners Management’s Dave & Buster's PLAY Stock Holding History

Sea Cliff Partners Management’s Portfolio PLAY Stock Details PLAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-472,656
Closed -$8.3M – 18
2025
Q1 		$8.3M Sell
472,656
-62,344
-12% -$1.48M 2.98% 13
2024
Q4 		$15.6M Sell
535,000
-141,391
-21% -$4.92M 5.42% 11
2024
Q3 		$23M Buy
676,391
+161,348
+31% +$5.5M 7.72% 6
2024
Q2 		$20.5M Buy
515,043
+245,043
+91% +$12.7M 7.02% 8
2024
Q1 		$16.9M Sell
270,000
-30,000
-10% -$1.72M 5.55% 10
2023
Q4 		$16.2M Buy
+300,000
New +$12.1M 6.3% 11

Other funds holding PLAY

HPC
Hill Path Capital New York $1.37B AUM 15.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
PCM
Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
CC
Clearline Capital New York $1.93B AUM 38.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sea Cliff Partners Management's PLAY Position: Q2 2025 in Review

Sea Cliff Partners Management sold out of Dave & Buster's (PLAY) in Q2 2025, closing a stake of 472,656 shares — an estimated $8.3M sold.

Sea Cliff Partners Management first reported a position in PLAY in Q4 2023 and held it in 6 quarters. The position peaked at $23M in Q3 2024. 193 funds tracked by Wall St. Rank hold PLAY as of Q2 2025.

  • Sea Cliff Partners Management reported no remaining Dave & Buster's position as of Q2 2025 after selling out during the quarter.
  • Sea Cliff Partners Management sold 472,656 Dave & Buster's shares in Q2 2025, an estimated $8.3M.
  • Sea Cliff Partners Management first reported a position in Dave & Buster's in Q4 2023 and held it in 6 quarters.
  • Sea Cliff Partners Management's Dave & Buster's position peaked at $23M in Q3 2024.
  • 193 funds tracked by Wall St. Rank held Dave & Buster's as of Q2 2025.

Based on Sea Cliff Partners Management's 13F filing for Q2 2025, filed 14 Aug 2025.