H Partners Management 13F annual report

H Partners Management is an investment fund managing more than $767 billion ran by Lloyd Blumberg. There are currently 2 companies in Mr. Blumberg’s portfolio. The largest investments include Harley-Davidson and Six Flags Entmt Corp New, together worth $767 billion.

$767 billion Assets Under Management (AUM)

As of 7th August 2024, H Partners Management’s top holding is 11,600,000 shares of Harley-Davidson currently worth over $389 billion and making up 50.7% of the portfolio value. Relative to the number of outstanding shares of Harley-Davidson, H Partners Management owns less than approximately 0.1% of the company. In addition, the fund holds 11,400,000 shares of Six Flags Entmt Corp New worth $378 billion.

Currently, H Partners Management's portfolio is worth at least $767 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at H Partners Management

The H Partners Management office and employees reside in New York, New York. According to the last 13-F report filed with the SEC, Lloyd Blumberg serves as the Chief Operating Officer at H Partners Management.

Recent trades

Lloyd Blumberg disclosed a decreased stake in Harley-Davidson by approximately 0.1%. This leaves the value of the investment at $389 billion and 11,600,000 shares.

One of the average hedge funds

The two most similar investment funds to H Partners Management are Makaira Partners and Monashee Investment Management. They manage $767 billion and $767 billion respectively.

Lloyd Blumberg investment strategy

H Partners Management’s portfolio is diversified across 2 sectors. Currently, their heaviest sector is Industrials — making up 50.7% of the total portfolio value. The fund focuses on investments in the United States as 50.0% of the portfolio companies are based in the United States.

The majority of the companies in the fund’s portfolio are large-cap stocks. Stocks with a size of more than $10 billion in market cap make up approximately 0.1% of the total holdings value. On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio. The average market cap of the portfolio companies is close to $6.6 billion.

The complete list of H Partners Management trades based on 13F SEC filings

These positions were updated on August 14th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.

Security	Shares Owned	Value	Allocation
Harley-Davidson, Inc.	1.69% 11,600,000	$389,064,000,000	50.73%
Six Flags Entmt Corp New	No change 11,400,000	$377,796,000,000	49.27%
No transactions found
Showing first 500 out of 2 holdings