Position in HOG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$23,867,829
+$19,069,932 QoQ
Shares Held
1,180,407
+404.1% QoQ
Ownership
1.12%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
21 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 Mar 31, 2026Gotham Asset Management, LLC holds $109,557,661 across 7 Recreational Vehicles names. HOG ranks #3 (21.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PII |
Polaris Inc.
|
705,826 | $38,467,517 | |
| 2 | BC |
Brunswick Corp
|
406,760 | $29,595,857 | |
| 3 | HOG |
Harley-Davidson, Inc.
This page
|
1,180,407 | $23,867,829 | |
| 4 | THO |
Thor Industries Inc
|
172,361 | $13,769,920 | |
| 5 | DOO |
BRP Inc.
|
31,325 | $2,249,448 | |
| 6 | PATK |
Patrick Industries Inc
|
7,880 | $875,231 | |
| 7 | WGO |
Winnebago Industries Inc
|
23,616 | $731,859 |
All Filings in HOG
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,867,829 | 1,180,407 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,797,897 | 234,158 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $12,276,055 | 440,002 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,774,872 | 244,698 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,200,866 | 126,767 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,934,616 | 130,588 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,232,142 | 135,794 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $215,226 | 6,417 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,174,446 | 49,713 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $638,952 | 17,344 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,620,500 | 79,265 | Shares | Sole | 2023-11-14 | |
| 2023-03-31 | $316,479 | 8,335 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $927,139 | 22,287 | Shares | Sole | 2023-02-14 | |
| 2022-03-31 | $425,204 | 10,792 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $282,373 | 7,492 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $278,236 | 7,600 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,446,399 | 31,567 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $646,813 | 16,130 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,480,624 | 40,344 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $438,358 | 17,863 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,392,969 | 58,602 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||