H PARTNERS MANAGEMENT, LLC — Q2 2025 13F-HR

← H PARTNERS MANAGEMENT, LLC

Q2 2025 · 13F-HR

H PARTNERS MANAGEMENT, LLCholdings as filed

Filed 2025-08-14 · accession 0000919574-25-004894

$330.3M

Reported value

Positions

2025-06-30

Period end

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The Brief · H PARTNERS MANAGEMENT, LLC · Q2 2025

AI · grounded in 13F

H PARTNERS MANAGEMENT, LLC established a new position in HOG valued at $188.8M. The fund also initiated a new stake in FUN totaling $141.5M. These two holdings comprise the fund's entire portfolio, bringing total assets under management to $330.3M.

Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
412822108	HOG	HARLEY DAVIDSON INC	$188.8M	57.2%	8,000,000	Common	SOLE
83001C108	FUN	SIX FLAGS ENTERTAINMENT CORP	$141.5M	42.8%	4,650,000	Common	SOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.