H PARTNERS MANAGEMENT, LLC Portfolio Holdings
Q3 2025•3 long positions•$298.3M portfolio value
We use cookies for analytics. See our Privacy and Cookie Policy.
Choose which columns to filter the table by
Choose which columns to display in the table
Holding3 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Auto - Recreational Vehicles Consumer Cyclical | $160.4M 53.78% | -$62.8M Sold | 4.73% 5.8M shares | 8.0M → 5.8M −$62.8M | -28.13% | $3.4B Mid Cap | Q2 2020 Held for 5y 5m | |
Leisure Consumer Cyclical | $105.6M 35.42% | — | 4.59% 4.7M shares | — | — | $2.3B Mid Cap | Q3 2024 Held for 1y 2m | |
Specialty Retail Consumer Cyclical | $32.2M 10.81% | +$32.2M New | 0.875% 525.0K shares | 0 → 525.0K +$32.2M | New | $3.7B Mid Cap | Q3 2025 Held for 2 months |
