H Partners Management, LLC
Net buyer this quarter
$191M
2
+$8.44M
100.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 FUN | $104M | 54.51% | 4.79% | +5.4% | Q3 2024 |
 AAP | $87.1M | 45.49% | 2.32% | +3.7% | Q3 2025 |
| Q1 2026 | |||||
| FUN | $82.5M | 53.68% | 4.56% | Not reported | Q3 2024 |
| AAP | $71.2M | 46.32% | 2.25% | +50.0% | Q3 2025 |
| Q4 2025 | |||||
| FUN | $71.3M | 45.17% | 4.57% | Not reported | Q3 2024 |
 HOG | $51.2M | 32.44% | 2.24% | -56.5% | Q2 2020 |
| AAP | $35.4M | 22.40% | 1.50% | +71.4% | Q3 2025 |
| Q3 2025 | |||||
| HOG | $160M | 53.78% | 4.73% | -28.1% | Q2 2020 |
| FUN | $106M | 35.42% | 4.59% | Not reported | Q3 2024 |
| AAP | $32.2M | 10.81% | 0.88% | New | Q3 2025 |