MORGAN STANLEY

Position in HOG — Harley-Davidson, Inc.

CIK 895421 NEW YORK, NY

Back to HOG Full portfolio

Position in HOG

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

Position Value

$44,925,505

+$6,698,912 QoQ

Shares Held

1,836,693

-2.8% QoQ

Ownership

1.76%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#18

of 437 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 82% Shared 0% None 18%

Common Shares in HOG Over Time

Shares Held

Position Value (USD)

Position in Recreational Vehicles

Consumer Cyclical · as of Jun 30, 2026

MORGAN STANLEY holds $408,238,653 across 12 Recreational Vehicles names. HOG ranks #5 (11.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PII	Polaris Inc.	1,019,846	$69,798,254
2	BC	Brunswick Corp	786,009	$66,213,392
3	THO	Thor Industries Inc	845,259	$63,529,663
4	LCII	Lci Industries	545,300	$57,736,360
5	HOG	Harley-Davidson, Inc. This page	1,836,693	$44,925,505
6	DOO	BRP Inc.	716,556	$43,724,244
7	PATK	Patrick Industries Inc	367,939	$33,033,560
8	WGO	Winnebago Industries Inc	727,215	$22,718,193

All Filings in HOG

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$44,925,505	1,836,693	-2.8%	Shares	Defined	2026-08-13
2026-03-31	$38,226,593	1,890,534	+19.9%	Shares	Defined	2026-05-15
2025-12-31	$32,300,575	1,576,407	+24.9%	Shares	Defined	2026-05-27
2025-09-30	$35,217,106	1,262,262	-1.9%	Shares	Defined	2026-05-27
2025-06-30	$30,368,547	1,286,803	-25.4%	Shares	Defined	2025-08-15
2025-03-31	$43,566,624	1,725,411	-16.6%	Shares	Defined	2025-05-15
2024-12-31	$62,307,779	2,067,965	+9.6%	Shares	Defined	2025-05-15
2024-09-30	$72,725,368	1,887,500	-7.7%	Shares	Defined	2025-05-14
2024-06-30	$68,583,223	2,044,819	-19.4%	Shares	Defined	2025-05-14
2024-03-31	$110,968,634	2,537,006	+9.9%	Shares	Defined	2024-10-17
2023-12-31	$85,024,021	2,307,927	-11.2%	Shares	Defined	2024-08-16
2023-09-30	$85,893,310	2,598,104	+37.8%	Shares	Defined	2023-11-15
2023-06-30	$66,377,392	1,885,186	-16.4%	Shares	Defined	2023-08-14
2023-03-31	$85,604,762	2,254,537	+13.6%	Shares	Defined	2023-05-15
2022-12-31	$82,554,818	1,984,491	+31.3%	Shares	Defined	2023-02-14
2022-09-30	$52,709,500	1,511,167	-8.9%	Shares	Defined	2022-11-14
2022-06-30	$52,509,023	1,658,529	+151.3%	Shares	Defined	2022-10-27
2022-03-31	$26,002,933	659,973	+15.6%	Shares	Defined	2022-10-27
2021-12-31	$21,524,945	571,105	-34.5%	Shares	Defined	2022-02-14
2021-09-30	$31,919,706	871,885	-16.2%	Shares	Defined	2021-11-15
2021-06-30	$47,679,235	1,040,577	+1.1%	Shares	Defined	2021-08-23
2021-03-31	$41,287,197	1,029,606	+56.5%	Shares	Defined	2021-05-17
2020-12-31	$24,140,414	657,777	+54.3%	Shares	Defined	2021-02-16
2020-09-30	$10,463,338	426,379	+2.0%	Shares	Defined	2020-11-13
2020-06-30	$9,932,506	417,859	-10.9%	Shares	Defined	2020-08-14
2020-03-31	$8,879,341	469,062	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.