H Partners Management, LLC 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
H Partners Management, LLC disclosed 2 US equity positions worth $330.3m in its Q2 2025 13F filing. The largest position was HOG at 57.2% of the reported book. Against the Q1 2025 filing, it opened 0 new positions, added to 0 and reduced 2 among the top 2 holdings.
What did H Partners Management, LLC own in Q2 2025? Top 2 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | HOG HARLEY DAVIDSON INC | Consumer Cyclical | 57.2% | $188.8m | 8,000,000 | -29% | reduced |
| 2 | FUN SIX FLAGS ENTERTAINMENT CORP | 42.8% | $141.5m | 4,650,000 | -17% | reduced |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.