H PARTNERS MANAGEMENT, LLC
•CIK: 1364412•Filing: Q4 2025
H PARTNERS MANAGEMENT, LLC manages $158M across a concentrated portfolio of three key positions. The fund exhibits significant conviction in its top holdings, notably FUN, representing $71.3M, and HOG, with an allocation of $51.2M. The remaining substantial weight is placed in AWN at $35.4M. This structure suggests a highly focused, high-conviction investment approach within its current mandate.
Total AUM
$157.9M
QoQ Performance
-47.1%
Positions
3
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
FUN
HOG
AWN
FUN45.2%
HOG32.4%
AWN22.4%
📈 Biggest Buys
AWN
ADVANCE AUTO PARTS INC
+71.4%
22.4% of portfolio
📉 Biggest Sells
HOG
HARLEY DAVIDSON INC
-56.5%
32.4% of portfolio
Sector Breakdown
Other100.0%
Changes from Q3 2025
↑1 increased
↓1 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023