Position in HOG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,804,802
+$2,308,139 QoQ
Shares Held
114,669
+366.8% QoQ
Ownership
0.110%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#79
of 435 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in HOG Over Time
Shares Held
Position Value (USD)
Derivatives in HOG
reported options exposure · as of Mar 31, 2021CallValue
$733,830
CallShares
18,300
PutValue
$0
PutShares
0
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, 2026WELLS FARGO & COMPANY/MN holds $143,401,028 across 11 Recreational Vehicles names. HOG ranks #6 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LCII |
Lci Industries
|
603,756 | $63,925,684 | |
| 2 | THO |
Thor Industries Inc
|
521,999 | $39,233,443 | |
| 3 | PATK |
Patrick Industries Inc
|
191,921 | $17,230,666 | |
| 4 | BC |
Brunswick Corp
|
99,814 | $8,408,330 | |
| 5 | PII |
Polaris Inc.
|
106,107 | $7,261,961 | |
| 6 | HOG |
Harley-Davidson, Inc.
This page
|
114,669 | $2,804,802 | |
| 7 | WGO |
Winnebago Industries Inc
|
76,007 | $2,374,457 | |
| 8 | DOO |
BRP Inc.
|
17,802 | $1,086,277 |
All Filings in HOG
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,804,802 | 114,669 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $496,663 | 24,563 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $658,218 | 32,124 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $722,107 | 25,882 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $692,659 | 29,350 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $942,808 | 37,339 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,508,487 | 50,066 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $2,119,109 | 54,999 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $1,845,001 | 55,009 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $2,317,606 | 52,986 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $3,289,000 | 89,278 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $3,160,269 | 95,592 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $3,602,756 | 102,322 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $4,661,082 | 122,757 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $5,207,403 | 125,178 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,479,757 | 71,094 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,376,999 | 75,079 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $4,014,346 | 101,887 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $3,686,947 | 97,823 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $3,519,023 | 96,122 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $5,327,671 | 116,274 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $17,204,140 | 429,031 | Shares | Defined | 2021-05-13 | |
| 2021-03-31 | $733,830 | 18,300 | Call | Defined | 2021-05-13 | |
| 2020-12-31 | $8,362,093 | 227,850 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $7,802,098 | 317,934 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $7,303,852 | 307,272 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $4,737,192 | 250,248 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||