H Partners Management, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), H Partners Management, LLC reported 2 stock positions worth $153.8 million. Its top holding was Six Flags Entertainment (FUN) at 53.7% of the portfolio, followed by Advance Auto Parts (AAP, 46.3%). Compared with Q4 2025, it sold out of 1 and added to 1. The biggest buy was Advance Auto Parts (AAP, shares +50%) and the biggest sale an exit from Harley-Davidson (HOG).

Most Recent 13F
Q2 2026
Location
New York, NY
CIK
0001364412
Portfolio Value
$153.8M (Q1 2026)
SEC Filing
0000919574-26-003498 ↗ filed May 15, 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 Q4 2025 Q1 2026: $153.8M $153.8M Q1 2026 Q2 2026: $191.5M Q2 2026

Holdings 2 stocks · $153.8M

FUN Six Flags Entertainment Corp. 53.68% 4,650,000 $82.5M No change
AAP Advance Auto Parts Inc. 46.32% 1,350,000 $71.2M Add +50.0%

Portfolio Sells Q4 2025 → Q1 2026

HOG Harley-Davidson Inc. Sold out 0.00% −32.44

Portfolio Buys Q4 2025 → Q1 2026

AAP Advance Auto Parts Inc. Add +50.0% 46.32% +23.92

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