H Partners Management, LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), H Partners Management, LLC reported 2 stock positions worth $330.3 million. Its top holding was Harley-Davidson (HOG) at 57.2% of the portfolio, followed by Six Flags Entertainment (FUN, 42.8%). Compared with Q1 2025, it reduced 2. The biggest sale was Harley-Davidson (HOG, shares −29%).

Most Recent 13F
Q2 2026
Location
New York, NY
CIK
0001364412
Portfolio Value
$330.3M (Q2 2025)
SEC Filing
0000919574-25-004894 ↗ filed Aug 14, 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 Q1 2025 Q2 2025: $330.3M $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 · $330.3M
HOG Harley-Davidson Inc. 57.16% 8,000,000 $188.8M Reduce -29.2%
FUN Six Flags Entertainment Corp. 42.84% 4,650,000 $141.5M Reduce -17.1%

Portfolio Sells Q1 2025 → Q2 2025
HOG Harley-Davidson Inc. Reduce -29.2% 57.16% −1.61
FUN Six Flags Entertainment Corp. Reduce -17.1% 42.84% +1.61

Portfolio Buys Q1 2025 → Q2 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