H Partners Management, LLC 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
H Partners Management, LLC disclosed 3 US equity positions worth $298.3m in its Q3 2025 13F filing. The largest position was HOG at 53.8% of the reported book, followed by FUN and AAP. Against the Q2 2025 filing, it opened 1 new position, added to 0 and reduced 1 among the top 3 holdings.
What did H Partners Management, LLC own in Q3 2025? Top 3 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | HOG HARLEY DAVIDSON INC | Consumer Cyclical | 53.8% | $160.4m | 5,750,000 | -28% | reduced |
| 2 | FUN SIX FLAGS ENTERTAINMENT CORP | 35.4% | $105.6m | 4,650,000 | 0% | held | |
| 3 | AAP ADVANCE AUTO PARTS INC | Consumer Cyclical | 10.8% | $32.2m | 525,000 | – | new |
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.