Luxury Gym Operator Draws $12 Million Fund Bet Despite 19% Stock Slide This Past Year

6 days ago 10

Jonathan Ponciano, The Motley Fool

Fri, March 6, 2026 astatine 9:06 AM CST 4 min read

On February 17, 2026, Sea Cliff Partners Management disclosed a caller presumption successful Life Time Group Holdings (NYSE:LTH), acquiring 467,100 shares successful the 4th quarter.

According to an SEC filing dated February 17, 2026, Sea Cliff Partners Management reported a caller involvement successful Life Time Group Holdings with 467,100 shares acquired successful the 4th quarter. The quarter-end worth of the presumption reflected a $12.42 cardinal increase.

This was a caller presumption for the fund, accounting for 5.23% of 13F reportable assets nether absorption arsenic of December 31, 2025.
Top holdings aft the filing:
- NASDAQ:BTSG: $38.19 cardinal (16.1% of AUM)
- NYSE:WCC: $23.49 cardinal (9.9% of AUM)
- NYSE:PLNT: $22.24 cardinal (9.4% of AUM)
- NYSE:HXL: $21.86 cardinal (9.2% of AUM)
- NYSE:JHX: $20.72 cardinal (8.7% of AUM)
As of Thursday, shares of Life Time Group Holdings were priced astatine $26.12, down 19% implicit the past twelvemonth and good underperforming the S&P 500’s astir 17% summation successful the aforesaid period.

Metric

Value

Market capitalization	$6 billion
Revenue (TTM)	$3.0 billion
Net income (TTM)	$373.7 million
Price (as of Thursday)	$26.12

Life Time Group Holdings offers health, fitness, and wellness experiences done resort-style diversion clubs, fittingness centers, radical classes, idiosyncratic training, and integer wellness content.
The institution generates gross chiefly from rank subscriptions, ancillary services specified arsenic spa and childcare, and integer fittingness offerings.
It targets idiosyncratic members and families successful suburban and municipality metropolitan areas crossed the United States and Canada.

Life Time Group Holdings, Inc. operates a web of upscale diversion clubs and wellness centers crossed the United States and Canada. The institution differentiates itself done integrated in-person and integer wellness solutions, premium facilities, and a broad suite of ancillary services. Its strategy emphasizes enlargement successful metropolitan markets and the transportation of holistic wellness experiences to thrust subordinate engagement and retention.

Life Time’s caller banal show has surely been lacking, but nether the hood it’s understandable wherefore a money similar Sea Cliff, which manages a long-only, concentrated strategy, would instrumentality interest.

Life Time delivered astir $3 cardinal successful gross successful 2025, up much than 14% from the anterior year, portion fourth-quarter gross climbed to $745 million. Profit maturation has accelerated adjacent faster, with full-year nett income jumping a staggering 139% to $373.7 cardinal and adjusted EBITDA jumping 22% to $825 cardinal arsenic higher dues and beardown in-center spending boosted margins.

Operationally, the level besides continues to scale. Membership crossed its diversion clubs reached much than 822,000 members, dispersed crossed 189 locations, and mean gross per rank continued rising arsenic customers walk much wrong the clubs connected services beyond modular access.

The broader portfolio discourse makes the determination much interesting. Other large holdings see companies tied to distribution, materials, and discount fittingness operators similar Planet Fitness. Adding a premium wellness level introduces vulnerability to a antithetic portion of user spending.

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