Position in HOG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$47,600,064
-$10,132,362 QoQ
Shares Held
1,946,037
-31.8% QoQ
Ownership
1.87%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#15
of 437 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in HOG Over Time
Shares Held
Position Value (USD)
Derivatives in HOG
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$366,900
PutShares
15,000
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 Jun 30, 2026UBS Group AG holds $209,872,667 across 12 Recreational Vehicles names. HOG ranks #2 (22.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PII |
Polaris Inc.
|
707,010 | $48,387,764 | |
| 2 | HOG |
Harley-Davidson, Inc.
This page
|
1,946,037 | $47,600,064 | |
| 3 | THO |
Thor Industries Inc
|
615,276 | $46,244,142 | |
| 4 | BC |
Brunswick Corp
|
281,595 | $23,721,562 | |
| 5 | PATK |
Patrick Industries Inc
|
191,157 | $17,162,073 | |
| 6 | LCII |
Lci Industries
|
137,544 | $14,563,157 | |
| 7 | WGO |
Winnebago Industries Inc
|
259,602 | $8,109,965 | |
| 8 | MCFT |
MasterCraft Boat Holdings, Inc.
|
65,495 | $1,691,080 |
All Filings in HOG
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,600,064 | 1,946,037 | Shares | Defined | 2026-08-13 | |
| 2026-06-30 | $366,900 | 15,000 | Put | Defined | 2026-08-13 | |
| 2026-03-31 | $303,300 | 15,000 | Put | Defined | 2026-05-05 | |
| 2026-03-31 | $57,732,426 | 2,855,214 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $479,466 | 23,400 | Put | Defined | 2026-01-29 | |
| 2025-12-31 | $25,418,437 | 1,240,529 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $1,674,000 | 60,000 | Put | Defined | 2025-11-13 | |
| 2025-09-30 | $21,530,874 | 771,716 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $18,499,001 | 783,856 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $3,190,720 | 135,200 | Put | Defined | 2025-08-14 | |
| 2025-03-31 | $4,040,000 | 160,000 | Put | Defined | 2025-05-13 | |
| 2025-03-31 | $33,367,090 | 1,321,469 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $4,519,500 | 150,000 | Call | Defined | 2025-02-14 | |
| 2024-12-31 | $55,293,549 | 1,835,166 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $4,519,500 | 150,000 | Put | Defined | 2025-02-14 | |
| 2024-09-30 | $6,323,503 | 164,119 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $6,372,862 | 165,400 | Put | Defined | 2024-11-14 | |
| 2024-09-30 | $5,779,500 | 150,000 | Call | Defined | 2024-11-14 | |
| 2024-06-30 | $7,723,355 | 230,273 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,073,276 | 47,400 | Call | Defined | 2024-05-13 | |
| 2024-03-31 | $10,176,110 | 232,650 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,796,539 | 48,766 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $12,070,965 | 365,123 | Shares | Defined | 2023-11-09 | |
| 2023-09-30 | $1,653,000 | 50,000 | Put | Defined | 2023-11-09 | |
| 2023-06-30 | $1,760,500 | 50,000 | Put | Defined | 2023-08-11 | |
| 2023-06-30 | $7,362,164 | 209,093 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,139,100 | 30,000 | Call | Defined | 2023-05-12 | |
| 2023-03-31 | $3,797,000 | 100,000 | Put | Defined | 2023-05-12 | |
| 2023-03-31 | $5,869,667 | 154,587 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $3,536,000 | 85,000 | Put | Defined | 2023-02-08 | |
| 2022-12-31 | $8,070,400 | 194,000 | Call | Defined | 2023-02-08 | |
| 2022-12-31 | $2,718,768 | 65,355 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $4,168,160 | 119,500 | Put | Defined | 2022-11-10 | |
| 2022-09-30 | $2,647,392 | 75,900 | Call | Defined | 2022-11-10 | |
| 2022-09-30 | $1,727,327 | 49,522 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $1,163,757 | 36,758 | Shares | Defined | 2022-08-10 | |
| 2022-06-30 | $1,583,000 | 50,000 | Put | Defined | 2022-08-10 | |
| 2022-03-31 | $1,626,432 | 41,280 | Shares | Defined | 2022-05-16 | |
| 2022-03-31 | $4,294,600 | 109,000 | Call | Defined | 2022-05-16 | |
| 2022-03-31 | $5,082,600 | 129,000 | Put | Defined | 2022-05-16 | |
| 2021-12-31 | $26,552,605 | 704,500 | Call | Defined | 2022-02-14 | |
| 2021-12-31 | $10,861,427 | 288,178 | Shares | Defined | 2022-02-14 | |
| 2021-12-31 | $14,537,033 | 385,700 | Put | Defined | 2022-02-14 | |
| 2021-09-30 | $10,514,392 | 287,200 | Put | Defined | 2021-11-15 | |
| 2021-09-30 | $7,806,166 | 213,225 | Shares | Defined | 2021-11-15 | |
| 2021-09-30 | $28,552,139 | 779,900 | Call | Defined | 2021-11-15 | |
| 2021-06-30 | $3,285,294 | 71,700 | Call | Defined | 2021-08-13 | |
| 2021-06-30 | $5,050,325 | 110,221 | Shares | Defined | 2021-08-13 | |
| 2021-06-30 | $1,145,500 | 25,000 | Put | Defined | 2021-08-13 | |
| 2021-03-31 | $4,420,022 | 110,225 | Shares | Defined | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||