H Partners Management, LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), H Partners Management, LLC reported 3 stock positions worth $298.3 million. Its top holding was Harley-Davidson (HOG) at 53.8% of the portfolio, followed by Six Flags Entertainment (FUN, 35.4%) and Advance Auto Parts (AAP, 10.8%). Compared with Q2 2025, it opened 1 new position and reduced 1. The biggest buy was a new position in Advance Auto Parts (AAP) and the biggest sale Harley-Davidson (HOG, shares −28%).