13D Filing: H Partners Management and Tempur Sealy International Inc. (TPX)
1. Sole power to vote or direct vote: 02. Shared power to vote or direct vote: 8,250,0003. Sole power to dispose or direct the disposition: 04.
H Partners Management is a New York-based activist hedge fund manager established in December 2004 by Rehan Jaffer, a former analyst at Dan Loeb's Third Point. The firm focuses on long/short equity, special situations, and distressed instruments, employing a fundamental analysis with a bottom-up stock-picking approach to its investments.
Rehan Jaffer, an activist value investor, founded H Partners Management in 2005 and currently oversees more than $1 billion in assets under management (AUM). His interest in activist investing was sparked during his tenure at Dan Loeb's Third Point, a pioneering activist fund. Following this experience, Jaffer briefly worked at River Run Partners in 2004 before establishing H Partners.
H Partners Management is a hedge fund managing $718,455,524 in discretionary assets for 2 clients (Form ADV from 2024-03-28). Their Q1 2024 13F filing revealed $816,180,000 in managed 13F securities, with a top 10 holdings concentration of 100.0%. Harley Davidson Inc stands as their largest holding, with 11,800,000 shares held.
