Thomist Capital Management, LP

Position in HOG — Harley-Davidson, Inc.

CIK 1767809 Houston, TX

Position in HOG

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$2,842,932

+$1,228,917 QoQ

Shares Held

140,600

+143.0% QoQ

Ownership

0.134%

of shares outstanding

% of Portfolio

1.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

2 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

Thomist Capital Management, LP holds $9,470,217 across 3 Recreational Vehicles names. HOG ranks #3 (30.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PII	Polaris Inc.	68,785	$3,748,782
2	DOO	BRP Inc.	40,085	$2,878,503
3	HOG	Harley-Davidson, Inc. This page	140,600	$2,842,932

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,842,932	140,600	+143.0%	Shares	Sole	2026-05-15
2025-09-30	$1,614,015	57,850	—	Shares	Sole	2025-11-14
No filing history on record for this holder in this stock.