Position in HOG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$73,278,857
+$27,064,491 QoQ
Shares Held
2,995,865
+31.1% QoQ
Ownership
2.88%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#10
of 435 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in HOG Over Time
Shares Held
Position Value (USD)
Position in Recreational Vehicles
Consumer Cyclical · as of Jun 30, 2026GEODE CAPITAL MANAGEMENT, LLC holds $552,690,902 across 12 Recreational Vehicles names. HOG ranks #5 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BC |
Brunswick Corp
|
1,216,728 | $102,497,166 | |
| 2 | PII |
Polaris Inc.
|
1,444,365 | $98,852,339 | |
| 3 | PATK |
Patrick Industries Inc
|
863,601 | $77,534,097 | |
| 4 | THO |
Thor Industries Inc
|
998,960 | $75,081,833 | |
| 5 | HOG |
Harley-Davidson, Inc.
This page
|
2,995,865 | $73,278,857 | |
| 6 | LCII |
Lci Industries
|
689,629 | $73,017,917 | |
| 7 | WGO |
Winnebago Industries Inc
|
724,502 | $22,633,441 | |
| 8 | MBUU |
Malibu Boats, Inc.
|
524,052 | $14,374,745 |
All Filings in HOG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $73,278,857 | 2,995,865 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $46,214,366 | 2,285,577 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $44,179,615 | 2,156,155 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $62,166,556 | 2,228,192 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $48,904,013 | 2,072,204 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $53,782,802 | 2,130,012 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $60,960,672 | 2,023,255 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $80,353,505 | 2,085,479 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $70,352,531 | 2,097,571 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $91,762,583 | 2,097,910 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $73,832,222 | 2,004,132 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $65,143,010 | 1,970,448 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $68,037,761 | 1,932,342 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $71,708,433 | 1,888,555 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $76,797,801 | 1,846,101 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $63,146,159 | 1,810,383 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $61,758,307 | 1,950,673 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $82,356,874 | 2,090,276 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $76,154,416 | 2,020,547 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $71,520,307 | 1,953,573 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $89,915,518 | 1,962,364 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $76,954,185 | 1,919,057 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $72,054,430 | 1,963,336 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $43,226,915 | 1,761,488 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $43,654,484 | 1,836,537 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $49,358,820 | 2,607,439 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||