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H PARTNERS MANAGEMENT, LLC

Q1 2026 · Filed 2026-05-15
Market Value
$71M
-17.8%
Holdings
2
New Purchases
0
Added To
1
Closed
1
Reduced
0
Top 10 Concentration
100.0%
Turnover
50.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AAP 100.00% 40.85% +59.15% $71M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
HOG 0.00% 59.15% -59.15% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mid Cap 2 $71M 100.0%

Portfolio Analytics

Avg Market Cap
$3.0B
Median Market Cap
$3.0B
Avg P/E
45.2
Median P/E
45.2
Avg Dividend Yield
0.02%
Avg Beta
1.18
# Stocks
2
# ETFs / Funds
0

Top Holdings (2 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 AAP 100.00% 1,350,000 $71M $52.75 $36M +450,000 +50.0%
2 HOG —% -$51M -2,500,000 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
HOG —%
View SEC EDGAR Filings for H PARTNERS MANAGEMENT, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms