H PARTNERS MANAGEMENT, LLC

HTTP://WWW.HPARTNERSLP.COM NEW YORK, NY Investment Advisor Hedge Fund Activist Investor How do I update this listing?

H Partners Management is based out of New York. H Partners Management is a large advisory firm with 2 clients and discretionary assets under management (AUM) of $959,798,798 (Form ADV from 2019-03-29). Their last reported 13F filing for Q3 2019 included $857,921,000 in managed 13F securities and a top 10 holdings concentration of 100.0%. H Partners Management's largest holding is Tempur Sealy International Inc with shares held of 8,000,000. Whalewisdom has at least 48 13F filings, 26 13D filings, and 22 13G filings

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09/30/2019

Top Buys

  • Name% Change

09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $857.921 Million
  • Prior Market Value $831.056 Million
  • New Purchases0 stocks
  • Additional Purchases0 stocks
  • Sold out of0 stocks
  • Reduced holdings in1 stock
  • Top 10 Holdings % 100.00 %
  • Turnover % [1]:%
  • Turnover Alt % [2]: 1.05 %
  • Time Held Top20:31.50 quarters
  • Time Held Top10:31.50 quarters
  • Time Held All:31.50 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-11-14

Performance for Q3 2019: -2.04%
Performance Last 4 Quarters: 16.07%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)
  • 2011-09-30 - 13F-HR (Subscription required)
  • 2011-06-30 - 13F-HR (Subscription required)
  • 2011-03-31 - 13F-HR (Subscription required)
  • 2010-12-31 - 13F-HR (Subscription required)
  • 2010-09-30 - 13F-HR (Subscription required)
  • 2010-06-30 - 13F-HR (Subscription required)
  • 2010-03-31 - 13F-HR (Subscription required)
  • 2009-12-31 - 13F-HR (Subscription required)
  • 2009-09-30 - 13F-HR (Subscription required)
  • 2009-06-30 - 13F-HR (Subscription required)
  • 2009-03-31 - 13F-HR (Subscription required)
  • 2008-12-31 - 13F-HR (Subscription required)
  • 2008-09-30 - 13F-HR (Subscription required)
  • 2008-06-30 - 13F-HR (Subscription required)
  • 2008-03-31 - 13F-HR (Subscription required)
  • 2007-12-31 - 13F-HR (Subscription required)
This lets you look at individual sub managers or subsidiaries within the 13F filing.

13F Managers

Subsidiaries/Managers included in latest 13F
Name
H OFFSHORE FUND, LTD.
H PARTNERS, LP

View Last Form Adv Compilation Report on Record

H PARTNERS MANAGEMENT LLC
Classified as Hedge Fund
888 SEVENTH AVENUE 29TH FLOOR
NEW YORK NY    10019
Country: United States

Business Phone: 212-265-4200
Fax: 212-265-4206
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 11
Other Business Activities: commodity pool operator or commodity trading advisor
Advisor Fees/Compensation: Percentage of assets under management,Performance-based fees
Amount of client funds and securities: 959,799,000
Total Number of Clients: 2
Amount of client funds and securities by related persons: 959,799,000
Total Number of clients from related persons: 2
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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H PARTNERS MANAGEMENT LLC

ownership team - last updated 2019-03-29
Name Title Start Date Direct/Indirect % Ownership
JAFFER, REHAN, ARIF MANAGING MEMBER 12/01/2004 Direct 75% or more
Fund Name Position direct/indirect start date end date
H PARTNERS MANAGEMENT LLC MANAGING MEMBER direct 2004-12-01
H PARTNERS MANAGEMENT LLC MANAGING MEMBER (H PARTNERS CAPITAL LLC--GENERAL PARTNER/SPV) direct 2004-12-01
H PARTNERS MANAGEMENT LLC MANAGING MEMBER (H PARTNERS PHOENIX CAPITAL LLC--GENERAL PARTNER/SPV) direct 2007-01-01
BLUMBERG, LLOYD, JORDAN CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER (02/2012) 11/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
U CAPITAL GROUP LP CHIEF OPERATING AND FINANCIAL OFFICER; CHIEF COMPLIANCE OFFICER direct 2006-03-01
H PARTNERS MANAGEMENT LLC CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER (02/2012) direct 2004-12-01
H PARTNERS MANAGEMENT LLC CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER (02/2012) direct 2007-11-01
JAFFER, REHAN, ARIF MANAGING MEMBER (H PARTNERS CAPITAL LLC--GENERAL PARTNER/SPV) 12/01/2004 Direct 75% or more
Fund Name Position direct/indirect start date end date
H PARTNERS MANAGEMENT LLC MANAGING MEMBER direct 2004-12-01
H PARTNERS MANAGEMENT LLC MANAGING MEMBER (H PARTNERS CAPITAL LLC--GENERAL PARTNER/SPV) direct 2004-12-01
H PARTNERS MANAGEMENT LLC MANAGING MEMBER (H PARTNERS PHOENIX CAPITAL LLC--GENERAL PARTNER/SPV) direct 2007-01-01
JAFFER, REHAN, ARIF MANAGING MEMBER (H PARTNERS PHOENIX CAPITAL LLC--GENERAL PARTNER/SPV) 01/01/2007 Direct 75% or more
Fund Name Position direct/indirect start date end date
H PARTNERS MANAGEMENT LLC MANAGING MEMBER direct 2004-12-01
H PARTNERS MANAGEMENT LLC MANAGING MEMBER (H PARTNERS CAPITAL LLC--GENERAL PARTNER/SPV) direct 2004-12-01
H PARTNERS MANAGEMENT LLC MANAGING MEMBER (H PARTNERS PHOENIX CAPITAL LLC--GENERAL PARTNER/SPV) direct 2007-01-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
H OFFSHORE FUND LTD. Cayman Islands 805-7488538058 Hedge Fund 359,736,190 1,000,000
H PARTNERS LP United States 805-9034612543 Hedge Fund 600,062,608 1,000,000

H PARTNERS MANAGEMENT LLC

ownership team - last updated 2018-04-10
Name Title Start Date Direct/Indirect % Ownership
JAFFER, REHAN, ARIF MANAGING MEMBER (H PARTNERS PHOENIX CAPITAL LLC--GENERAL PARTNER/SPV) 01/01/2007 Direct 75% or more
Fund Name Position direct/indirect start date end date
H PARTNERS MANAGEMENT LLC MANAGING MEMBER direct 2004-12-01
H PARTNERS MANAGEMENT LLC MANAGING MEMBER (H PARTNERS CAPITAL LLC--GENERAL PARTNER/SPV) direct 2004-12-01
H PARTNERS MANAGEMENT LLC MANAGING MEMBER (H PARTNERS PHOENIX CAPITAL LLC--GENERAL PARTNER/SPV) direct 2007-01-01
JAFFER, REHAN, ARIF MANAGING MEMBER 12/01/2004 Direct 75% or more
Fund Name Position direct/indirect start date end date
H PARTNERS MANAGEMENT LLC MANAGING MEMBER direct 2004-12-01
H PARTNERS MANAGEMENT LLC MANAGING MEMBER (H PARTNERS CAPITAL LLC--GENERAL PARTNER/SPV) direct 2004-12-01
H PARTNERS MANAGEMENT LLC MANAGING MEMBER (H PARTNERS PHOENIX CAPITAL LLC--GENERAL PARTNER/SPV) direct 2007-01-01
BLUMBERG, LLOYD, JORDAN CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER (02/2012) 11/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
U CAPITAL GROUP LP CHIEF OPERATING AND FINANCIAL OFFICER; CHIEF COMPLIANCE OFFICER direct 2006-03-01
H PARTNERS MANAGEMENT LLC CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER (02/2012) direct 2004-12-01
H PARTNERS MANAGEMENT LLC CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER (02/2012) direct 2007-11-01
JAFFER, REHAN, ARIF MANAGING MEMBER (H PARTNERS CAPITAL LLC--GENERAL PARTNER/SPV) 12/01/2004 Direct 75% or more
Fund Name Position direct/indirect start date end date
H PARTNERS MANAGEMENT LLC MANAGING MEMBER direct 2004-12-01
H PARTNERS MANAGEMENT LLC MANAGING MEMBER (H PARTNERS CAPITAL LLC--GENERAL PARTNER/SPV) direct 2004-12-01
H PARTNERS MANAGEMENT LLC MANAGING MEMBER (H PARTNERS PHOENIX CAPITAL LLC--GENERAL PARTNER/SPV) direct 2007-01-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
H OFFSHORE FUND LTD. Cayman Islands 805-7488538058 Hedge Fund 424,927,434 1,000,000
P H PARTNERS LTD British Virgin Islands 805-4481704104 Hedge Fund 117,922,947 100,000
H PARTNERS LP United States 805-9034612543 Hedge Fund 904,301,064 1,000,000

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