Arkolith/Funds/H Partners Management, LLC

H Partners Management, LLC

CIK 1364412
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

H Partners Management, LLC holds a concentrated book of 2 stocks worth $153.8M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). Their largest long position is Six Flags Entertainment Corp at 54% of the equity book.

Opened
0
bought for the first time
no new positions
Added to
1
already held, bought more
Trimmed
0
sold some, still holds it
no trims
Sold out
1
exited the position entirely

Concentration

Top-heavy: concentrated book

Top 5 holdings
100%
Top 10 holdings
100%
Top 20 holdings
100%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

100% mapped to company sectors

Consumer Discretionary
100%
Industrials
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as H Partners Management, LLC

Manager / fundShared namesTheir $ in those
BlackRock, Inc.3 / 2$954.4M
PRICE T ROWE ASSOCIATES INC /MD/3 / 2$425.8M
VANGUARD PORTFOLIO MANAGEMENT LLC3 / 2$389.1M
STATE STREET CORP3 / 2$344.8M
VANGUARD CAPITAL MANAGEMENT LLC3 / 2$319.3M
UBS Group AG3 / 2$281.5M
DIMENSIONAL FUND ADVISORS LP3 / 2$230.8M
GEODE CAPITAL MANAGEMENT, LLC3 / 2$224.1M

Ranked by the share of each fund's own book sitting in the names it shares with H Partners Management, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded — they hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

2 positions
#SecurityValueShares% PortLast moveHistory
1Six Flags Entertainment Corp
COM
$82.5M4.65M
53.7%
Held
2Advance Auto Parts Inc
COM
$71.2M1.35M
46.3%
+50%
Added · +450K sh
Showing all 2 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 20262$153.8M13F-HR
Q4 2025Dec 31, 2025Feb 17, 20263$157.9M13F-HR
Q3 2025Sep 30, 2025Nov 14, 20253$298.3M13F-HR
Q2 2025Jun 30, 2025Aug 14, 20252$330.3M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.