Position in HOG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$45,459,986
-$16,058,353 QoQ
Shares Held
1,858,544
-38.9% QoQ
Ownership
1.79%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#16
of 435 holders
Holding Since
Mar 2020
12 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in HOG Over Time
Shares Held
Position Value (USD)
Derivatives in HOG
reported options exposure · as of Jun 30, 2026CallValue
$244,600
CallShares
10,000
PutValue
$247,046
PutShares
10,100
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, 2026TWO SIGMA INVESTMENTS, LP holds $196,172,993 across 9 Recreational Vehicles names. HOG ranks #2 (23.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOO |
BRP Inc.
|
787,004 | $48,022,984 | |
| 2 | HOG |
Harley-Davidson, Inc.
This page
|
1,858,544 | $45,459,986 | |
| 3 | PII |
Polaris Inc.
|
646,151 | $44,222,574 | |
| 4 | THO |
Thor Industries Inc
|
355,172 | $26,694,727 | |
| 5 | BC |
Brunswick Corp
|
284,893 | $23,999,386 | |
| 6 | WGO |
Winnebago Industries Inc
|
172,003 | $5,373,373 | |
| 7 | MBUU |
Malibu Boats, Inc.
|
52,275 | $1,433,903 | |
| 8 | LCII |
Lci Industries
|
6,000 | $635,280 |
All Filings in HOG
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,459,986 | 1,858,544 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $244,600 | 10,000 | Call | Sole | 2026-08-14 | |
| 2026-06-30 | $247,046 | 10,100 | Put | Sole | 2026-08-14 | |
| 2026-03-31 | $61,518,339 | 3,042,450 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $35,292,242 | 1,722,413 | Shares | Sole | 2026-02-17 | |
| 2024-06-30 | $1,787,581 | 53,297 | Shares | Sole | 2024-08-14 | |
| 2021-12-31 | $1,870,215 | 49,621 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $24,545,211 | 670,451 | Shares | Sole | 2021-11-15 | |
| 2021-09-30 | $219,660 | 6,000 | Put | Sole | 2021-11-15 | |
| 2021-09-30 | $256,270 | 7,000 | Call | Sole | 2021-11-15 | |
| 2021-06-30 | $421,544 | 9,200 | Call | Sole | 2021-08-16 | |
| 2021-06-30 | $42,917,852 | 936,662 | Shares | Sole | 2021-08-16 | |
| 2021-06-30 | $366,560 | 8,000 | Put | Sole | 2021-08-16 | |
| 2021-03-31 | $625,560 | 15,600 | Call | Sole | 2021-05-17 | |
| 2021-03-31 | $18,026,634 | 449,542 | Shares | Sole | 2021-05-17 | |
| 2021-03-31 | $657,640 | 16,400 | Put | Sole | 2021-05-17 | |
| 2020-12-31 | $231,210 | 6,300 | Put | Sole | 2021-02-16 | |
| 2020-09-30 | $319,020 | 13,000 | Put | Sole | 2020-11-16 | |
| 2020-09-30 | $218,406 | 8,900 | Call | Sole | 2020-11-16 | |
| 2020-06-30 | $375,566 | 15,800 | Call | Sole | 2020-08-14 | |
| 2020-06-30 | $679,822 | 28,600 | Put | Sole | 2020-08-14 | |
| 2020-03-31 | $306,287 | 16,180 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||