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H PARTNERS MANAGEMENT, LLC — 13F Holdings & Portfolio

CIK 1364412 · latest 13F-HR filed 2026-08-14

Backtest portfolio

H PARTNERS MANAGEMENT, LLC manages $191.5M in 13F-reported U.S. long-equity assets across 2 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are FUN (54.51%), AAP (45.49%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions and exited 0; 2 existing positions rose in reported value and 0 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$191.5M

Long-equity book

Holdings
2

Distinct positions

Period
2026-06-30

Filed 2026-08-14

Q/Q Activity
+0 / −0 / ↑2 / ↓0

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
FUN54.5% · +5%AAP45.5% · +4%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 100%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Sep 17, 2026.

Assets Under Management
$25.50B
Discretionary
$25.50B
Employees
2
Accounts
12
Address
2479 E BAYSHORE RD #120
PALO ALTO, CA 94303
Phone
(650) 319-6832
Name Title / Status Ownership Type
DUAN, YONG ControlOWNER
since Feb 2018
75% or moreIndividual
Hu, EricCHIEF COMPLIANCE OFFICER
since Feb 2018
Less than 5%Individual

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 2 →

Top Trims

  • No decreased positions.
Show all 0 →

New Positions

  • No new positions this quarter.
Show all 0 →

Exited Positions

  • No exits this quarter.
Show all 0 →

H PARTNERS MANAGEMENT, LLC Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 SIX FLAGS ENTERTAINMENT CORP FUN 83001C108 $104.4M 54.51% 4,900,000 SH
2 ADVANCE AUTO PARTS INC AAP 00751Y106 $87.1M 45.49% 1,400,000 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $191.5M 2 0000919574-26-005474
2026-03-31 2026-05-15 $153.8M 2 0000919574-26-003498
2025-12-31 2026-02-17 $157.9M 3 0000919574-26-001148
2025-09-30 2025-11-14 $298.3M 3 0000919574-25-006943
Filer Information
Address
888 SEVENTH AVENUE
29TH FLOOR
NEW YORK, NY 10019
Phone
(212) 265-4200
Filing Manager
H PARTNERS MANAGEMENT, LLC
New York, NY
Signatory
Lloyd Blumberg
Chief Operating Officer