GOLDMAN SACHS GROUP INC

Position in HOG — Harley-Davidson, Inc.

CIK 886982 NEW YORK, NY

Back to HOG Full portfolio

Position in HOG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$27,458,085

+$22,307,668 QoQ

Shares Held

1,122,571

+340.7% QoQ

Ownership

1.08%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#29

of 427 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in HOG Over Time

Shares Held

Position Value (USD)

Derivatives in HOG

reported options exposure · as of Mar 31, 2023

CallValue

$1,898,500

CallShares

50,000

PutValue

$5,695,500

PutShares

150,000

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, 2026

GOLDMAN SACHS GROUP INC holds $354,530,600 across 10 Recreational Vehicles names. HOG ranks #7 (7.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PII	Polaris Inc.	1,012,723	$69,310,761
2	BC	Brunswick Corp	690,331	$58,153,482
3	DOO	BRP Inc.	817,859	$49,905,755
4	PATK	Patrick Industries Inc	470,159	$42,210,873
5	LCII	Lci Industries	343,801	$36,401,648
6	THO	Thor Industries Inc	398,271	$29,934,047
7	HOG	Harley-Davidson, Inc. This page	1,122,571	$27,458,085
8	WGO	Winnebago Industries Inc	665,173	$20,780,004

All Filings in HOG

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34 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$27,458,085	1,122,571	+340.7%	Shares	Defined	2026-08-14
2026-03-31	$5,150,417	254,719	-73.5%	Shares	Defined	2026-05-15
2025-12-31	$19,660,503	959,517	+155.9%	Shares	Defined	2026-03-25
2025-09-30	$10,460,379	374,924	-21.7%	Shares	Defined	2025-11-14
2025-06-30	$11,295,147	478,608	+77.2%	Shares	Defined	2025-08-14
2025-03-31	$6,820,251	270,109	-23.0%	Shares	Defined	2025-06-27
2024-12-31	$10,574,725	350,970	-27.8%	Shares	Defined	2025-02-11
2024-09-30	$18,726,926	486,035	+106.5%	Shares	Defined	2024-11-14
2024-06-30	$7,895,852	235,416	+6.2%	Shares	Defined	2024-08-13
2024-03-31	$9,700,087	221,767	-8.4%	Shares	Defined	2024-05-15
2023-12-31	$8,914,726	241,985	+27.7%	Shares	Defined	2024-05-14
2023-09-30	$6,266,159	189,539	+34.3%	Shares	Defined	2024-05-15
2023-06-30	$4,968,306	141,105	-74.4%	Shares	Defined	2024-05-14
2023-03-31	$1,898,500	50,000	0.0%	Call	Defined	2024-05-14
2023-03-31	$5,695,500	150,000	-60.2%	Put	Defined	2024-05-14
2023-03-31	$20,917,026	550,883	-50.8%	Shares	Defined	2024-05-14
2022-12-31	$46,539,667	1,118,742	+4.2%	Shares	Defined	2024-05-14
2022-09-30	$37,454,352	1,073,806	-47.3%	Shares	Defined	2024-05-14
2022-06-30	$64,480,781	2,036,664	+11.0%	Shares	Defined	2024-05-14
2022-03-31	$72,305,461	1,835,164	-31.4%	Shares	Defined	2022-05-16
2021-12-31	$100,873,213	2,676,392	-8.7%	Shares	Defined	2022-02-17
2021-09-30	$107,298,528	2,930,853	-3.8%	Shares	Defined	2022-01-20
2021-06-30	$139,611,339	3,046,952	+137.9%	Shares	Defined	2021-08-13
2021-03-31	$51,352,501	1,280,611	+117.5%	Shares	Defined	2021-05-17
2020-12-31	$21,606,317	588,728	-25.7%	Shares	Defined	2021-02-12
2020-12-31	$13,835,900	377,000	+118.4%	Put	Defined	2021-02-12
2020-12-31	$1,835,000	50,000	-35.4%	Call	Defined	2021-02-12
2020-09-30	$19,444,219	792,348	+25.5%	Shares	Defined	2020-11-13
2020-09-30	$1,899,396	77,400	0.0%	Call	Defined	2020-11-13
2020-09-30	$4,235,604	172,600	-60.8%	Put	Defined	2020-11-13
2020-06-30	$15,009,186	631,434	+12.2%	Shares	Defined	2020-08-12
2020-06-30	$10,458,800	440,000	—	Put	Defined	2020-08-12
2020-06-30	$1,839,798	77,400	—	Call	Defined	2020-08-12
2020-03-31	$10,656,680	562,952	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.