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H Partners Management 13F Portfolio · Rehan Jaffer

Portfolio Manager
Rehan Jaffer
Performance
+19.05% (2026 Q2)
AUM (13F)
$191.48M
# of Holdings
2
Performance Rank
Allocation (Top 20)
100%
Latest filing
Q2 2026

H Partners Management LLC Holdings Map

Top 2 H Partners Management LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
FUN
SIX FLAGS ENTERTAINMENT CORP
54.51%4.90M$104.4M
+5.38%(+250.00K)
2025-Q2: 4.65M shares2025-Q3: 4.65M shares2025-Q4: 4.65M shares2026-Q1: 4.65M shares2026-Q2: 4.90M shares
$45.90(-63.66%)
2026-06-30
AAP
ADVANCE AUTO PARTS INC
45.49%1.40M$87.1M
+3.70%(+50.00K)
2025-Q2: 0 shares2025-Q3: 525.0K shares2025-Q4: 900.0K shares2026-Q1: 1.35M shares2026-Q2: 1.40M shares
$50.53(+11.90%)
2026-06-30

About H Partners Management LLC’s portfolio

H Partners Management LLC reports $191.48M in US-listed equity holdings across 2 positions in its most recent 13F filing. Its largest disclosed positions are FUN (54.5%) and AAP (45.5%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned -25.70% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
FUN — 54.5% ($104.37M)AAP — 45.5% ($87.11M)
100%in top 2
  • FUN54.5%
  • AAP45.5%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

Added to
2
FUNSIX FLAGS ENTERTAINMENT CORP+5.4%
AAPADVANCE AUTO PARTS INC+3.7%

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Source filings

Holdings on this page are parsed from H Partners Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1364412). View H Partners Management LLC’s 13F filings on SEC

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