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Livermore
Livermore
ZHEN

H Partners Management, LLC

SEC CIK
0001364412
Latest filing
Aug 14, 2026

The latest 13F from H Partners Management, LLC covers Q2 2026 (filed Aug 14, 2026): 2 long positions worth $191.5M. The top 10 holdings make up 100.0% of the portfolio, and the largest is Six Flags Entertainment Corporation (FUN) at 54.5%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
0
Added
2
Est. +$8.44M
Reduced
0
Sold out
0

Top 5 holdings

Share of this quarter's portfolio value

  1. FUNSix Flags Entertainment Corporation
    54.5%$104.4MHistory
  2. AAPAdvance Auto Parts Inc
    45.5%$87.1MHistory

Biggest buys

New and added positions, by estimated amount bought

  1. FUNSix Flags Entertainment Corporation
    +$5.33MAddedHistory
  2. AAPAdvance Auto Parts Inc
    +$3.11MAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. FUNSix Flags Entertainment Corporation
    +0.82 pp53.7% → 54.5%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

None this quarter.

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

None this quarter.

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$191.5M
+$37.7M (+24.5%) vs. prior quarter
Positions
2
0 vs. prior quarter
Top 10 concentration
100.0%
Top 10 as share of value
Turnover
0.0%
Q2 2026, one quarter
Average holding period
6.2 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $1.15B (Q2 2021)

Q1 2021: $1.10BQ2 2021: $1.15BQ3 2021: $1.10BQ4 2021: $1.08BQ1 2022: $998.7MQ2 2022: $630.6MQ3 2022: $635.9MQ4 2022: $793.4MQ1 2023: $769.6MQ2 2023: $746.1MQ3 2023: $673.6MQ4 2023: $720.6MQ1 2024: $816.2MQ2 2024: $766.9MQ3 2024: $693.9MQ4 2024: $644.6MQ1 2025: $485.5MQ2 2025: $330.3MQ3 2025: $298.3MQ4 2025: $157.9MQ1 2026: $153.8MQ2 2026: $191.5M
Q1 2021Q2 2026
13F filings of H Partners Management, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 14, 20262$191.5MFUNAAPvs. Q1 2026SEC
Q1 2026May 15, 20262$153.8MFUNAAPvs. Q4 2025SEC
Q4 2025Feb 17, 20263$157.9MFUNHOGAAPvs. Q3 2025SEC
Q3 2025Nov 14, 20253$298.3MHOGFUNAAPvs. Q2 2025SEC
Q2 2025Aug 14, 20252$330.3MHOGFUNvs. Q1 2025SEC
Q1 2025May 15, 20252$485.5MHOGFUNvs. Q4 2024SEC
Q4 2024Feb 14, 20252$644.6MHOGFUNvs. Q3 2024SEC
Q3 2024Nov 14, 20242$693.9MHOGFUNvs. Q2 2024SEC
Q2 2024Aug 14, 20242$766.9MHOGSIXvs. Q1 2024SEC
Q1 2024May 15, 20242$816.2MHOGSIXvs. Q4 2023SEC
Q4 2023Feb 14, 20242$720.6MHOGSIXvs. Q3 2023SEC
Q3 2023Nov 14, 20233$673.6MHOGSIXELANvs. Q2 2023SEC
Q2 2023Aug 14, 20233$746.1MHOGSIXELANvs. Q1 2023SEC
Q1 2023May 15, 20232$769.6MHOGSIXvs. Q4 2022SEC
Q4 2022Feb 14, 20232$793.4MHOGSIXvs. Q3 2022SEC
Q3 2022Nov 14, 20223$635.9MHOGSIXSGIvs. Q2 2022SEC
Q2 2022Aug 15, 20223$630.6MHOGSIXSGIvs. Q1 2022SEC
Q1 2022May 16, 20223$998.7MHOGSIXSGIvs. Q4 2021SEC
Q4 2021Feb 14, 20223$1.08BHOGSIXSGIvs. Q3 2021SEC
Q3 2021Nov 5, 20213$1.10BHOGSGISIXvs. Q2 2021SEC
Q2 2021Aug 16, 20213$1.15BSGIHOGSIXvs. Q1 2021SEC
Q1 2021May 11, 20213$1.10BSGISIXHOG–SEC

13D and 13G filings

Companies where H Partners Management, LLC reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

H Partners Management, LLC does not currently report owning 5% or more of any company.

Latest filings

15 filings on file made by H Partners Management, LLC or listing it as a reporting person, newest first.

Schedule 13D and 13G filings by H Partners Management, LLC
CompanyFiled (ET)FilerFormStakeChangeEvent dateFiling
HOGHarley-Davidson, Inc.Nov 14, 20253:06 PM ETH Partners Management, LLCand 1 other13G/A4.70%5.75M shares−1.90 ppfrom 6.60%Below 5%Sep 30, 2025SEC
HOGHarley-Davidson, Inc.Aug 14, 20254:10 PM ETH Partners Management, LLCand 1 other13G/A6.60%8.00M shares−2.70 ppfrom 9.30%Jun 30, 2025SEC
HOGHarley-Davidson, Inc.May 28, 20258:18 PM ETH Partners Management, LLCand 1 other13G9.30%11.3M shares+0.20 ppfrom 9.10%May 28, 2025SEC
HOGHarley-Davidson, Inc.Apr 16, 20257:12 AM ETH Partners Management, LLCand 1 other13D/A9.10%11.3M shares0.00 ppfrom 9.10%Apr 16, 2025SEC
FUNSix Flags Entertainment CorporationApr 14, 20256:05 AM ETJaffer Rehanand 1 other13D/A4.98%5.00M shares–Below 5%Apr 3, 2025SEC
HOGHarley-Davidson, Inc.Apr 9, 20253:55 PM ETH Partners Management, LLCand 1 other13D/A9.10%11.3M shares–Apr 7, 2025SEC
SIXSix Flags Entertainment CorpNov 15, 2023H Partners Management, LLC13D/AOld format–––SEC
SIXSix Flags Entertainment CorpNov 14, 2022H Partners Management, LLC13D/AOld format–––SEC
SIXSix Flags Entertainment CorpAug 15, 2022H Partners Management, LLC13D/AOld format–––SEC
HOGHarley-Davidson, Inc.Feb 3, 2022H Partners Management, LLC13D/AOld format–––SEC
HOGHarley-Davidson, Inc.Dec 16, 2021H Partners Management, LLC13DOld format–––SEC
SIXSix Flags Entertainment CorpDec 15, 2021H Partners Management, LLC13D/AOld format–––SEC
SIXSix Flags Entertainment CorpAug 23, 2021H Partners Management, LLC13D/AOld format–––SEC
SGISomnigroup International Inc.Aug 4, 2021H Partners Management, LLC13D/AOld format–––SEC
HOGHarley-Davidson, Inc.Feb 16, 2021H Partners Management, LLC13GOld format–New–SEC