H Partners Management - Q1 2023 holdings

$770 Million is the total value of H Partners Management's 2 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 0.0% .

 Value Shares↓ Weighting
HOG SellHARLEY DAVIDSON INC$465,132,500
-12.0%
12,250,000
-3.5%
60.44%
-9.2%
SIX  SIX FLAGS ENTMT CORP NEW$304,494,000
+14.9%
11,400,0000.0%39.56%
+18.4%
Other managers

Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):

Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-05-15
Signatures

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
NameQuarters ownedLatest quarter ownedMax weighting
SIX FLAGS ENTMT CORP NEW42Q3 202368.9%
TEMPUR SEALY INTL INC38Q3 202272.0%
BOYD GAMING CORPORATION16Q1 20178.8%
HARLEY DAVIDSON INC14Q3 202369.7%
GRACE W R & CO DEL NEW9Q2 201510.4%
REMY INTL INC7Q4 20145.7%
REMY INTL INC NEW3Q3 20156.1%
ELANCO ANIMAL HEALTH INC2Q3 20234.6%

View H Partners Management's complete holdings history.

Latest significant ownerships (13-D/G)
H Partners Management Q1 2023 significant holdings filed using form 13D/G when ownership exceeds 5% of a company's total stock issue.
FiledShares Percentage
HARLEY-DAVIDSON, INC.February 03, 202212,600,0008.2%
TEMPUR SEALY INTERNATIONAL, INC.August 04, 20219,000,0004.6%
REMY INTERNATIONAL, INC.Sold outNovember 10, 201500.0%
REMY INTERNATIONAL, INC.October 17, 20142,801,2648.8%
SEALY CORPSold outMarch 20, 201300.0%
ITC DELTACOM INCSold outFebruary 14, 201100.0%
TRICO MARINE SERVICES INCSold outFebruary 14, 201100.0%
BSQUARE CORP /WASold outFebruary 16, 201000.0%
EBHI Holdings, Inc.Sold outFebruary 16, 201000.0%
IMMERSION CORPSold outFebruary 16, 201000.0%

View H Partners Management's complete significant-ownership history.

Latest filings
TypeFiled
13F-HR2024-05-15
13F-HR2024-02-14
SC 13D/A2023-11-15
13F-HR2023-11-14
13F-HR2023-08-14
13F-HR2023-05-15
13F-HR2023-02-14
42022-11-22
42022-11-14
SC 13D/A2022-11-14

View H Partners Management's complete filings history.

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