Position in HOG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$55,614,358
+$32,491,879 QoQ
Shares Held
2,273,686
+98.8% QoQ
Ownership
2.18%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#12
of 437 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HOG Over Time
Shares Held
Position Value (USD)
Derivatives in HOG
reported options exposure · as of Jun 30, 2026CallValue
$736,246
CallShares
30,100
PutValue
$5,549,974
PutShares
226,900
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Recreational Vehicles
Consumer Cyclical · as of Jun 30, 2026D. E. Shaw & Co., Inc. holds $91,728,294 across 8 Recreational Vehicles names. HOG ranks #1 (60.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HOG |
Harley-Davidson, Inc.
This page
|
2,273,686 | $55,614,358 | |
| 2 | DOO |
BRP Inc.
|
390,163 | $23,807,746 | |
| 3 | PII |
Polaris Inc.
|
62,358 | $4,267,781 | |
| 4 | LCII |
Lci Industries
|
25,778 | $2,729,374 | |
| 5 | MBUU |
Malibu Boats, Inc.
|
89,764 | $2,462,226 | |
| 6 | BC |
Brunswick Corp
|
24,638 | $2,075,505 | |
| 7 | WGO |
Winnebago Industries Inc
|
18,171 | $567,662 | |
| 8 | MCFT |
MasterCraft Boat Holdings, Inc.
|
7,887 | $203,642 |
All Filings in HOG
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $736,246 | 30,100 | Call | Defined | 2026-08-14 | |
| 2026-06-30 | $55,614,358 | 2,273,686 | Shares | Defined | 2026-08-14 | |
| 2026-06-30 | $5,549,974 | 226,900 | Put | Defined | 2026-08-14 | |
| 2026-03-31 | $23,122,479 | 1,143,545 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $2,367,762 | 117,100 | Call | Defined | 2026-05-15 | |
| 2026-03-31 | $5,718,216 | 282,800 | Put | Defined | 2026-05-15 | |
| 2025-12-31 | $5,763,837 | 281,300 | Put | Defined | 2026-02-17 | |
| 2025-12-31 | $1,782,630 | 87,000 | Call | Defined | 2026-02-17 | |
| 2025-12-31 | $25,051,155 | 1,222,604 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $3,543,300 | 127,000 | Put | Defined | 2025-11-14 | |
| 2025-09-30 | $13,173,040 | 472,152 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $5,787,758 | 245,244 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $1,416,000 | 60,000 | Put | Defined | 2025-08-14 | |
| 2025-03-31 | $4,081,006 | 161,624 | Shares | Defined | 2025-05-15 | |
| 2025-03-31 | $7,827,500 | 310,000 | Put | Defined | 2025-05-15 | |
| 2024-12-31 | $7,814,908 | 259,373 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $3,013,000 | 100,000 | Put | Defined | 2025-02-14 | |
| 2024-09-30 | $3,853,000 | 100,000 | Put | Defined | 2024-11-14 | |
| 2024-09-30 | $11,375,558 | 295,239 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $251,550 | 7,500 | Call | Defined | 2024-08-14 | |
| 2024-06-30 | $22,809,782 | 680,077 | Shares | Defined | 2024-08-14 | |
| 2024-06-30 | $2,012,400 | 60,000 | Put | Defined | 2024-08-14 | |
| 2024-03-31 | $656,100 | 15,000 | Call | Defined | 2024-05-15 | |
| 2024-03-31 | $34,565,709 | 790,254 | Shares | Defined | 2024-05-15 | |
| 2024-03-31 | $3,630,420 | 83,000 | Put | Defined | 2024-05-15 | |
| 2023-12-31 | $5,794,932 | 157,300 | Put | Defined | 2024-02-14 | |
| 2023-12-31 | $56,202,366 | 1,525,580 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $3,114,252 | 94,200 | Put | Defined | 2023-11-14 | |
| 2023-09-30 | $45,237,452 | 1,368,344 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $2,788,632 | 79,200 | Put | Defined | 2023-08-14 | |
| 2023-06-30 | $69,749,037 | 1,980,944 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $100,071,376 | 2,635,538 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $553,280 | 13,300 | Call | Defined | 2023-02-14 | |
| 2022-12-31 | $120,192,550 | 2,889,244 | Shares | Defined | 2023-02-14 | |
| 2022-12-31 | $1,456,000 | 35,000 | Put | Defined | 2023-02-14 | |
| 2022-09-30 | $93,010,136 | 2,666,575 | Shares | Defined | 2022-11-14 | |
| 2022-09-30 | $1,220,800 | 35,000 | Put | Defined | 2022-11-14 | |
| 2022-09-30 | $463,904 | 13,300 | Call | Defined | 2022-11-14 | |
| 2022-06-30 | $421,078 | 13,300 | Call | Defined | 2022-08-15 | |
| 2022-06-30 | $1,108,100 | 35,000 | Put | Defined | 2022-08-15 | |
| 2022-06-30 | $101,953,209 | 3,220,253 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $622,520 | 15,800 | Call | Defined | 2022-05-16 | |
| 2022-03-31 | $126,095,996 | 3,200,406 | Shares | Defined | 2022-05-16 | |
| 2022-03-31 | $1,379,000 | 35,000 | Put | Defined | 2022-05-16 | |
| 2021-12-31 | $113,253,889 | 3,004,879 | Shares | Defined | 2022-02-14 | |
| 2021-12-31 | $670,882 | 17,800 | Call | Defined | 2022-02-14 | |
| 2021-12-31 | $1,319,150 | 35,000 | Put | Defined | 2022-02-14 | |
| 2021-09-30 | $1,427,790 | 39,000 | Put | Defined | 2021-11-15 | |
| 2021-09-30 | $133,460,436 | 3,645,464 | Shares | Defined | 2021-11-15 | |
| 2021-09-30 | $1,662,094 | 45,400 | Call | Defined | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||