H Partners Management, LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), H Partners Management, LLC reported 3 stock positions worth $157.9 million. Its top holding was Six Flags Entertainment (FUN) at 45.2% of the portfolio, followed by Harley-Davidson (HOG, 32.4%) and Advance Auto Parts (AAP, 22.4%). Compared with Q3 2025, it added to 1 and reduced 1. The biggest buy was Advance Auto Parts (AAP, shares +71%) and the biggest sale Harley-Davidson (HOG, shares −57%).

Most Recent 13F
Q2 2026
Location
New York, NY
CIK
0001364412
Portfolio Value
$157.9M (Q4 2025)
SEC Filing
0000919574-26-001148 ↗ filed Feb 17, 2026

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 Q2 2025 Q3 2025: $298.3M Q3 2025 Q4 2025: $157.9M $157.9M Q4 2025 Q1 2026: $153.8M Q1 2026 Q2 2026: $191.5M Q2 2026

Holdings 3 stocks · $157.9M
FUN Six Flags Entertainment Corp. 45.17% 4,650,000 $71.3M No change
HOG Harley-Davidson Inc. 32.44% 2,500,000 $51.2M Reduce -56.5%
AAP Advance Auto Parts Inc. 22.40% 900,000 $35.4M Add +71.4%

Portfolio Sells Q3 2025 → Q4 2025
HOG Harley-Davidson Inc. Reduce -56.5% 32.44% −21.34

Portfolio Buys Q3 2025 → Q4 2025
AAP Advance Auto Parts Inc. Add +71.4% 22.40% +11.59

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