PICTON MAHONEY ASSET MANAGEMENT

Position in HOG — Harley-Davidson, Inc.

CIK 1539041 Toronto, A6

Position in HOG

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,201,499

+$277,256 QoQ

Shares Held

49,121

+48.3% QoQ

Ownership

0.047%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#116

of 435 holders

Holding Since

Sep 2025

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

PICTON MAHONEY ASSET MANAGEMENT holds $22,704,146 across 4 Recreational Vehicles names. HOG ranks #3 (5.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DOO	BRP Inc.	295,049	$18,003,889
2	LCII	Lci Industries	22,021	$2,331,583
3	HOG	Harley-Davidson, Inc. This page	49,121	$1,201,499
4	PII	Polaris Inc.	17,054	$1,167,175

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,201,499	49,121	+48.3%	Shares	Sole	2026-08-13
2025-09-30	$924,243	33,127	—	Shares	Sole	2025-11-12
No filing history on record for this holder in this stock.