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HPM

H. Partners Management Portfolio holdings

AUM $154M
1-Year Est. Return 19.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-19.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$154M
AUM Growth
-$4.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

1 +$22.5M

Top Sells

1 +$51.2M

Sector Composition

1 Consumer Discretionary 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FUN icon
1
Cedar Fair
FUN
$2.54B
$82.5M 53.68%
4,650,000
AAP icon
2
Advance Auto Parts
AAP
$3.51B
$71.2M 46.32%
1,350,000
+450,000
HOG icon
3
Harley-Davidson
HOG
$2.67B
-2,500,000