13F Insight
DOSSIER · 13F-HR · Q1 2026

H PARTNERS MANAGEMENT, LLC

$154M in tracked AUM across 2 positions as of Q1 2026.

HP
CIK 0001364412 · last filed Mar 31, 2026
Total AUM
$154M
as of Q1 2026
Holdings
2
—
positions
Whale Score
69
69
tracked
Activity
—
no data
changes this Q
AI Analysis · 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...

Key Holdings

The portfolio is dominated by two major positions in the consumer discretionary space, both representing classic "deep value" or turnaround plays.

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.

#HoldingValueSharesWeight
01
FUN
SIX FLAGS ENTERTAINMENT CORP
$83M4.7M53.7%02
AAP
ADVANCE AUTO PARTS INC
$71M1.4M46.3%

Filing history

2026Q1Mar 31
$154M▼ 2.6%
2 positionsView →2025Q4Dec 31
$158M▲ 14.5%
3 positionsView →2025Q3Sep 30
$138M▼ 58.3%
2 positionsView →2025Q2Jun 30
$330M▲ 65.0%
2 positionsLocked2025Q1Mar 31
$200M▼ 68.9%
1 positionsLocked2024Q4Dec 31
$645M▼ 7.1%
2 positionsLocked2024Q3Sep 30
$694M▼ 9.5%
2 positionsLocked2024Q2Jun 30
$767M▼ 6.0%
2 positionsLocked2024Q1Mar 31
$816M▲ 13.3%
2 positionsLocked2023Q4Dec 31
$721M▲ 7.0%
2 positionsLocked2023Q3Sep 30
$674M▼ 9.7%
3 positionsLocked2023Q2Jun 30
$746M▼ 3.1%
3 positionsLocked
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