H PARTNERS MANAGEMENT, LLC

H PARTNERS MANAGEMENT, LLC is a diversified fundamental manager, running a $153.8M US long book across 2 positions.

The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: SIX FLAGS ENTERTAINMENT CORP, ADVANCE AUTO PARTS INC.

Over the last 9 quarters its long book ran on average 9pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.