H PARTNERS MANAGEMENT, LLC Long-Term Concentrated

CIK: 0001364412 · Show all filings

Period: Q3 2014 (← Previous) (Next →)

Filing Date: Nov 14, 2014

Total Value ($000): $1,094,353 (100.0% shares, 0.0% debt)

Holdings (5)

— SIX FLAGS ENTMT CORP NEW 51.6%

Value ($000) $564,664 Shares 16,419,438 Est. Cost $35.16 Unrealized —

SGI TEMPUR SEALY INTL INC 30.9%

Value ($000) $338,424 Shares 6,025,000 Est. Cost $11.31 Unrealized +29.5%

— GRACE W R & CO DEL NEW 8.3%

Value ($000) $90,940 Shares 1,000,000 Est. Cost $84.11 Unrealized —

— REMY INTL INC 5.3%

Value ($000) $57,510 Shares 2,801,264 Est. Cost $18.57 Unrealized —

BYD BOYD GAMING CORPORATION 3.9%

Value ($000) $42,815 Shares 4,214,050 Est. Cost $10.64 Unrealized -4.5%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
—	SIX FLAGS ENTMT CORP NEW	16,419,438	$564,664	51.6%	$35.16	—	COM	83001A102
SGI	TEMPUR SEALY INTL INC	6,025,000	$338,424	30.9%	$11.31	+29.5%	COM	88023U101
—	GRACE W R & CO DEL NEW	1,000,000	$90,940	8.3%	$84.11	—	COM	38388F108
—	REMY INTL INC	2,801,264	$57,510	5.3%	$18.57	—	COM	759663107
BYD	BOYD GAMING CORPORATION	4,214,050	$42,815	3.9%	$10.64	-4.5%	COM	103304101