2026 Q1 Portfolio Activity
In 2026 Q1, H PARTNERS MANAGEMENT, LLC maintained a portfolio of 3 distinct positions. They heavily accumulated shares in ADVANCE AUTO PARTS INC, increasing the position by 50.0%. Conversely, H PARTNERS MANAGEMENT, LLC completely exited their position in HARLEY DAVIDSON INC.
Position History
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Total Positions
3
Quarter
2026 Q1
Top Holding
FUN (53.7%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-3 of 3
H PARTNERS MANAGEMENT, LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
FUN
SIX FLAGS ENTER...
|
Consumer Cyclical | 53.68% | 45.17% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
4,650,000 | $82,537,500 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AAP
ADVANCE AUTO PA...
|
Consumer Cyclical | 46.32% | 22.40% |
#2
1
Prev: #3
|
8.5 |
—
|
450,000 | 50.0% |
P
S
|
1,350,000 | $71,212,500 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
HOG
HARLEY DAVIDSON...
|
Consumer Cyclical | 0.00% | 32.44% |
Sold All 😨
(Was: #2) |
0.0 |
—
|
-2,500,000 | -100.0% |
CLOSED
|
— | $— | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-3 of 3 holdings