MORGAN STANLEY

Position in HOG — Harley-Davidson, Inc.

CIK 895421 NEW YORK, NY

Back to HOG Full portfolio

Position in HOG

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

Position Value

$38,226,593

+$5,926,018 QoQ

Shares Held

1,890,534

+19.9% QoQ

Ownership

1.80%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 83.70798938289393.ToString("F0")% Shared 0.ToString("F0")% None 16.29201061710607.ToString("F0")%

Common Shares in HOG Over Time

Shares Held

Position Value (USD)

Position in Recreational Vehicles

Consumer Cyclical · as of Mar 31, 2026

MORGAN STANLEY holds $421,572,813 across 13 Recreational Vehicles names. HOG ranks #7 (9.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PII	Polaris Inc.	1,735,549	$94,587,418
2	LCII	Lci Industries	524,203	$64,466,479
3	BC	Brunswick Corp	769,656	$56,000,163
4	THO	Thor Industries Inc	680,452	$54,361,306
5	DOO	BRP Inc.	633,789	$45,512,382
6	PATK	Patrick Industries Inc	395,971	$43,980,495
7	HOG	Harley-Davidson, Inc. This page	1,890,534	$38,226,593
8	WGO	Winnebago Industries Inc	514,366	$15,940,200

All Filings in HOG

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.