Position in HOG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$26,500,817
+$17,559,699 QoQ
Shares Held
1,310,624
+200.4% QoQ
Ownership
1.25%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 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 Dec 31, 2025CallValue
$700,758
CallShares
34,200
PutValue
$217,194
PutShares
10,600
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 Mar 31, 2026MILLENNIUM MANAGEMENT LLC holds $118,925,488 across 7 Recreational Vehicles names. HOG ranks #2 (22.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PII |
Polaris Inc.
|
708,151 | $38,594,229 | |
| 2 | HOG |
Harley-Davidson, Inc.
This page
|
1,310,624 | $26,500,817 | |
| 3 | DOO |
BRP Inc.
|
288,057 | $20,685,373 | |
| 4 | BC |
Brunswick Corp
|
254,038 | $18,483,804 | |
| 5 | THO |
Thor Industries Inc
|
126,564 | $10,111,197 | |
| 6 | PATK |
Patrick Industries Inc
|
38,366 | $4,261,311 | |
| 7 | LCII |
Lci Industries
|
2,348 | $288,757 |
All Filings in HOG
Export CSV
32 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $26,500,817 | 1,310,624 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $217,194 | 10,600 | Put | Sole | 2026-02-17 | |
| 2025-12-31 | $700,758 | 34,200 | Call | Sole | 2026-02-17 | |
| 2025-12-31 | $8,941,118 | 436,365 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,097,087 | 146,849 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $1,051,830 | 37,700 | Call | Sole | 2025-11-14 | |
| 2025-06-30 | $61,242,047 | 2,595,002 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $33,883,909 | 1,341,937 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $25,223,279 | 654,640 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $33,596,581 | 1,001,687 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $57,316,327 | 1,310,387 | Shares | Sole | 2024-05-15 | |
| 2024-03-31 | $1,753,974 | 40,100 | Call | Sole | 2024-05-15 | |
| 2023-12-31 | $2,941,047 | 79,833 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $281,010 | 8,500 | Put | Sole | 2023-11-14 | |
| 2023-09-30 | $16,442,886 | 497,365 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $56,027,102 | 1,591,227 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,898,500 | 50,000 | Call | Sole | 2023-05-15 | |
| 2023-03-31 | $63,809,306 | 1,680,519 | Shares | Sole | 2023-05-15 | |
| 2023-03-31 | $2,266,809 | 59,700 | Put | Sole | 2023-05-15 | |
| 2022-12-31 | $24,827,795 | 596,822 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $8,432,484 | 241,757 | Shares | Sole | 2022-11-14 | |
| 2022-09-30 | $697,600 | 20,000 | Put | Sole | 2022-11-14 | |
| 2022-06-30 | $6,371,669 | 201,253 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,113,995 | 28,274 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $442,857 | 11,750 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $24,541,293 | 670,344 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $34,250,037 | 747,491 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $39,806,828 | 992,689 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $5,217,859 | 142,176 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $3,243,721 | 132,181 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $12,455,480 | 524,000 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $8,775,266 | 463,564 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||