H PARTNERS MANAGEMENT, LLC — Q3 2025 13F-HR

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Q3 2025 · 13F-HR

H PARTNERS MANAGEMENT, LLCholdings as filed

Filed 2025-11-14 · accession 0000919574-25-006943

$298.3M

Reported value

Positions

2025-09-30

Period end

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The Brief · H PARTNERS MANAGEMENT, LLC · Q3 2025

AI · grounded in 13F

H PARTNERS MANAGEMENT, LLC established three new positions this quarter, led by a $160.4M investment in Harley Davidson Inc HOG. The fund also added Six Flags Entertainment Corp FUN with a $105.6M position. Additionally, it opened a $32.2M stake in Advance Auto Parts Inc AAP.

Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
412822108	HOG	HARLEY DAVIDSON INC	$160.4M	53.8%	5,750,000	Common	SOLE
83001C108	FUN	SIX FLAGS ENTERTAINMENT CORP	$105.6M	35.4%	4,650,000	Common	SOLE
00751Y106	AAP	ADVANCE AUTO PARTS INC	$32.2M	10.8%	525,000	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.