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Equibles

Gotham Asset Management, LLC

Position in HOG — Harley-Davidson, Inc.

CIK 1510387 NEW YORK, NY
Back to HOG Full portfolio

Position in HOG

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$32,637,662
+$8,769,833 QoQ
Shares Held
1,334,328
+13.0% QoQ
Ownership
1.28%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#23
of 439 holders
Holding Since
Jun 2020
22 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in HOG Over Time

Shares Held

Position Value (USD)

Position in Recreational Vehicles

Consumer Cyclical · as of Jun 30, 2026

Gotham Asset Management, LLC holds $122,839,897 across 7 Recreational Vehicles names. HOG ranks #2 (26.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PII
Polaris Inc.
 650,520 $44,521,588
2 HOG
Harley-Davidson, Inc.
This page 		1,334,328 $32,637,662
3 BC
Brunswick Corp
 386,225 $32,535,594
4 THO
Thor Industries Inc
 122,588 $9,213,714
5 DOO
BRP Inc.
 52,578 $3,208,309
6 PATK
Patrick Industries Inc
 4,992 $448,181
7 WGO
Winnebago Industries Inc
 8,798 $274,849

All Filings in HOG

Export CSV
22 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $32,637,662 1,334,328
2026-03-31 $23,867,829 1,180,407
2025-12-31 $4,797,897 234,158
2025-09-30 $12,276,055 440,002
2025-06-30 $5,774,872 244,698
2025-03-31 $3,200,866 126,767
2024-12-31 $3,934,616 130,588
2024-09-30 $5,232,142 135,794
2024-06-30 $215,226 6,417
2024-03-31 $2,174,446 49,713
2023-12-31 $638,952 17,344
2023-09-30 $2,620,500 79,265
2023-03-31 $316,479 8,335
2022-12-31 $927,139 22,287
2022-03-31 $425,204 10,792
2021-12-31 $282,373 7,492
2021-09-30 $278,236 7,600
2021-06-30 $1,446,399 31,567
2021-03-31 $646,813 16,130
2020-12-31 $1,480,624 40,344
2020-09-30 $438,358 17,863
2020-06-30 $1,392,969 58,602