H Partners Management, LLC 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
H Partners Management, LLC disclosed 3 US equity positions worth $157.9m in its Q4 2025 13F filing. The largest position was FUN at 45.2% of the reported book, followed by HOG and AAP. Against the Q3 2025 filing, it opened 0 new positions, added to 1 and reduced 1 among the top 3 holdings.
What did H Partners Management, LLC own in Q4 2025? Top 3 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | FUN SIX FLAGS ENTERTAINMENT CORP | 45.2% | $71.3m | 4,650,000 | 0% | held | |
| 2 | HOG HARLEY DAVIDSON INC | Consumer Cyclical | 32.4% | $51.2m | 2,500,000 | -57% | reduced |
| 3 | AAP ADVANCE AUTO PARTS INC | Consumer Cyclical | 22.4% | $35.4m | 900,000 | 71% | added |
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.