Boardroom Alpha
Activist profile

H Partners Management, LLC

Campaigns
3
Proxy fights
0
Settlements
3
Directors placed
3
Style
Deal-maker

H Partners Management, LLC is a New York-based independent investment firm founded in 2005 by Rehan Jaffer, a former Third Point investor. The firm is generally associated with concentrated, value-oriented and activist investing, using bottom-up fundamental research to identify undervalued companies where strategic, operational, governance, or capital-allocation changes may unlock value. Its style has historically emphasized deep company work, selective engagement with management and boards, and a willingness to invest in special situations or distressed opportunities when a clear catalyst exists.

Recent activity

Notable Campaigns

YearTickerTargetType
2026FUNSix Flags Entertainment CorporationCooperation agreement
2025HOGHarley-davidson IncProxy fight
2022HOGHarley-davidson IncCooperation agreement
2020SIXSix Flags Entertainment CorpCooperation agreement

Full campaign history, dissident slates, per-nominee seat outcomes, and filings timelines inside the platform →

Current positions

Top Holdings

Q ending Mar 31, 2026
TickerCompany% of floatPosition value
FUNSix Flags Entertainment Corp
4.55%
$83M
AAPAdvance Auto Parts Inc
2.25%
$71M

Full portfolio, position changes by quarter, and overlap with H’s likely next targets inside the platform →

Last 12 months

Recent SEC Filings

Portfolio (13F)
Voting (N-PX)

Full filings history with parsed positions, voting records, and dissident-proxy timelines inside the platform →

View all filings on SEC EDGAR ↗
Inside Boardroom Alpha

The full H Partners Management, LLC profile

  • Daily-rescored target prediction from the activist's current 13F overlap
  • Full detail on every activist board nominee and the election or settlement result
  • Per-campaign effectiveness scoring across vote outcomes and concessions
  • Composite influence, vote-strength, and negotiating-leverage scoring
  • Preferred legal counsel, proxy solicitor, and IR/PR provider history