H PARTNERS MANAGEMENT, LLC
Hedge Fund • Event Driven
H PARTNERS MANAGEMENT, LLC is an Event Driven Hedge Fund based in New York, NY led by Rehan Arif Jaffer, reporting $639.9M in AUM as of Q3 2025 with 100% Consumer Cyclical concentration, with only 3 positions, and 54% allocation to HOG.
Managing PartnerRehan Arif Jaffer
- Portfolio Value
- $298.3M
- Positions
- 3
- Top Holding
- HOG at 53.78%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in H PARTNERS MANAGEMENT, LLC's portfolio (100% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Auto - Recreational Vehicles Consumer Cyclical | $160.4M | 53.78% | -$62.8M Sold | 4.73% 5.8M shares | |
Leisure Consumer Cyclical | $105.6M | 35.42% | — | 4.59% 4.7M shares | |
Specialty Retail Consumer Cyclical | $32.2M | 10.81% | +$32.2M New | 0.88% 525.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in H PARTNERS MANAGEMENT, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
-28.13% |
Analytics
Portfolio insights and performance metrics for H PARTNERS MANAGEMENT, LLC
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