Institutional Manager · CIK 0001364412
H PARTNERS MANAGEMENT, LLC
New York, NY · File #028-13040
Latest AUM
$157.9M
Positions
3
Top-10 Concentration
100.0%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| REDUCE | HARLEY DAVIDSON INC | HOG | -3,250,000 | -$66.6M | -$42.6M |
| ADD | ADVANCE AUTO PARTS INC | AAP | +375,000 | +$14.7M | -$11.6M |
| REDUCE | SIX FLAGS ENTERTAINMENT CORP | FUN | 0 | $0 | -$34.3M |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 20253 pos · $157.9M
- 13F HOLDINGS REPORTQ/E Sep 20253 pos · $298.3M
- 13F HOLDINGS REPORTQ/E Jun 20252 pos · $330.3M
- 13F HOLDINGS REPORTQ/E Mar 20252 pos · $485.5M
- 13F HOLDINGS REPORTQ/E Dec 20242 pos · $644.6M
- 13F HOLDINGS REPORTQ/E Sep 20242 pos · $693.9M
- 13F HOLDINGS REPORTQ/E Jun 20242 pos · $766.9M
- 13F HOLDINGS REPORTQ/E Mar 20242 pos · $816.2M
- 13F HOLDINGS REPORTQ/E Dec 20233 pos · $673.6M
Top 3 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | SIX FLAGS ENTERTAINMENT CORP | FUN | 4,650,000 | $71.3M | 45.17% |
| 2 | HARLEY DAVIDSON INC | HOG | 2,500,000 | $51.2M | 32.44% |
| 3 | ADVANCE AUTO PARTS INC | AAP | 900,000 | $35.4M | 22.40% |