H PARTNERS MANAGEMENT, LLC just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 2025-05-15 report period. You can see the full portfolio on Sensa Market, and track moves made by other funds.
Per our estimates, the largest stock moves were:
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Sensa Market's fund page for H PARTNERS MANAGEMENT, LLC for more details.