H Partners Management
New York, NYfiles as H PARTNERS MANAGEMENT, LLC
$191m in 2 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 0.8% of the portfolio this quarter.
Value
$191m
Stocks
2
Top 10 share
100.0%
Turnover
0.8%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
- Six Flags EntertainmentFUN54.5% of the fund+5%
- Advance Auto PartsAAP45.5% of the fund+4%
Cut
Sold some of their stake.
None this quarter.
Sold out
Sold their entire stake.
None this quarter.
Holdings
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Six Flags EntertainmentFUN | 54.5% | $104m | 4,900,000 | +5% |
| Advance Auto PartsAAP | 45.5% | $87m | 1,400,000 | +4% |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 42.0% since 30 June 2025.
Where the money is
Retail & consumer100.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.