DOSSIER · 13F-HR · Q1 2026
H PARTNERS MANAGEMENT, LLC
H's holding co. based in New York, NY — $154M in tracked AUM across 2 positions as of Q1 2026.
H
H·New York, NY·Holding Co.
CIK 0001364412 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Portfolio Overview
H Partners Management, LLC reported a significant contraction in portfolio assets during the quarter ending September 30, 2025. The total portfolio value decreased sharply by 58.3%, dropping from $330.30 million to $137.88 million. This reduction is not indicative of broad market depreciation but rather a result of strategic capital reallocation and position liquidation. The firm currently holds an extremely concentrated portfolio consisting of only two securities. This l...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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