H Partners Management, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), H Partners Management, LLC reported 2 stock positions worth $485.5 million. Its top holding was Harley-Davidson (HOG) at 58.8% of the portfolio, followed by Six Flags Entertainment (FUN, 41.2%). Compared with Q4 2024, it reduced 1. The biggest sale was Six Flags Entertainment (FUN, shares −11%).

Most Recent 13F
Q2 2026
Location
New York, NY
CIK
0001364412
Portfolio Value
$485.5M (Q1 2025)
SEC Filing
0000919574-25-003231 ↗ filed May 15, 2025

Holdings Value

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $816.2M Q1 2024 Q2 2024: $766.9M Q2 2024 Q3 2024: $693.9M Q3 2024 Q4 2024: $644.6M Q4 2024 Q1 2025: $485.5M $485.5M Q1 2025 Q2 2025: $330.3M Q2 2025 Q3 2025: $298.3M Q3 2025 Q4 2025: $157.9M Q4 2025 Q1 2026: $153.8M Q1 2026 Q2 2026: $191.5M Q2 2026

Holdings 2 stocks · $485.5M
HOG Harley-Davidson Inc. 58.77% 11,300,000 $285.3M No change
FUN Six Flags Entertainment Corp. 41.23% 5,611,999 $200.2M Reduce -11.1%

Portfolio Sells Q4 2024 → Q1 2025
FUN Six Flags Entertainment Corp. Reduce -11.1% 41.23% −5.95

Portfolio Buys Q4 2024 → Q1 2025
None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 2$191.5MFUN, AAP
Q1 2026 2$153.8MFUN, AAP
Q4 2025 3$157.9MFUN, HOG, AAP
Q3 2025 3$298.3MHOG, FUN, AAP
Q2 2025 2$330.3MHOG, FUN
Q1 2025 2$485.5MHOG, FUN
Q4 2024 2$644.6MHOG, FUN
Q3 2024 2$693.9MHOG, FUN
Q2 2024 2$766.9MHOG, SIX
Q1 2024 2$816.2MHOG, SIX