$636 Million is the total value of H Partners Management's 3 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 0.0% .
|HOG||HARLEY DAVIDSON INC||$442,976,000|
|SIX||Buy||SIX FLAGS ENTMT CORP NEW||$189,390,000|
|TPX||Sell||TEMPUR SEALY INTL INC||$3,561,000|
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-14
The EDGAR filing(s) were signed by:
About H Partners Management
H Partners Management is a New York-based hedge fund that was founded in 2005 by Scott Ostfeld. The firm specializes in long/short equity investments and has a focus on the consumer and retail sectors. H Partners Management has a reputation for being an activist investor, meaning that they take an active role in the management of the companies they invest in.
The firm has a team of experienced professionals, including CEO and Chief Investment Officer Scott Ostfeld, COO and General Counsel Michael Levitt, and Managing Director and Head of Research Michael Karsch. These individuals bring a wealth of knowledge and expertise to the firm, which has helped it to achieve impressive returns for its investors.
H Partners Management has a strong track record of success, with its flagship fund, the H Partners Fund, delivering an annualized return of 16.5% since its inception in 2006. The firm's success can be attributed to its rigorous research process, which involves in-depth analysis of companies and their management teams.
While H Partners Management is known for its activist approach, the firm is also committed to responsible investing. It has a strong focus on environmental, social, and governance (ESG) factors and seeks to invest in companies that are aligned with its values.
Overall, H Partners Management is a well-respected hedge fund that has delivered strong returns for its investors. With its experienced team and rigorous research process, the firm is well-positioned to continue its success in the years to come.
It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.
Top long-term holdings
|Name||Quarters owned||Latest quarter owned||Max weighting|
|SIX FLAGS ENTMT CORP NEW||41||Q2 2023||68.9%|
|TEMPUR SEALY INTL INC||38||Q3 2022||72.0%|
|BOYD GAMING CORPORATION||16||Q1 2017||8.8%|
|HARLEY DAVIDSON INC||13||Q2 2023||69.7%|
|GRACE W R & CO DEL NEW||9||Q2 2015||10.4%|
|REMY INTL INC||7||Q4 2014||5.7%|
|REMY INTL INC NEW||3||Q3 2015||6.1%|
|ELANCO ANIMAL HEALTH INC||1||Q2 2023||4.6%|
View H Partners Management's complete holdings history.
Latest significant ownerships (13-D/G)
|HARLEY-DAVIDSON, INC.||February 03, 2022||12,600,000||8.2%|
|TEMPUR SEALY INTERNATIONAL, INC.||August 04, 2021||9,000,000||4.6%|
|REMY INTERNATIONAL, INC.Sold out||November 10, 2015||0||0.0%|
|REMY INTERNATIONAL, INC.||October 17, 2014||2,801,264||8.8%|
|SEALY CORPSold out||March 20, 2013||0||0.0%|
|ITC DELTACOM INCSold out||February 14, 2011||0||0.0%|
|TRICO MARINE SERVICES INCSold out||February 14, 2011||0||0.0%|
|BSQUARE CORP /WASold out||February 16, 2010||0||0.0%|
|EBHI Holdings, Inc.Sold out||February 16, 2010||0||0.0%|
|IMMERSION CORPSold out||February 16, 2010||0||0.0%|
View H Partners Management's complete significant-ownership history.
View H Partners Management's complete filings history.