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What smart money is saying about Harley DavidsonUnited States flag

HOG · Consumer Cyclical · Auto - Manufacturers · Market cap $2.74B

2 funds in our archive have pitched Harley Davidson — most recently Aegis Value Fund in June 2026.

Company profile

Harley-Davidson, Inc., publicly traded under the symbol HOG, is fundamentally a manufacturer and seller of motorcycles. The company's operations are divided into two primary divisions: Motorcycle Products and Related Offerings, and Financial Services. The Motorcycle Products and Related Offerings segment focuses on the design, production, and worldwide distribution of Harley-Davidson motorcycles, encompassing various styles such as cruiser, touring, standard, sportbike, and dual models. This division also supplies motorcycle components, aftermarket accessories, branded apparel, and associated services. Its products are distributed to retail customers through a broad network of independent dealers and via e-commerce channels throughout the United States, Canada, Latin America, Europe, the Middle East, Africa, and the Asia-Pacific region. The Financial Services segment provides extensive financing solutions. These include wholesale financing options for dealerships, such as floorplan and open account arrangements for motorcycles, parts, and accessories inventory. It also offers retail financing directly to consumers, primarily through installment loans for purchasing both new and pre-owned Harley-Davidson motorcycles. Additionally, this segment markets various point-of-sale protection products, including motorcycle insurance, extended service contracts, and maintenance protection plans. Furthermore, it licenses third-party financial institutions to issue co-branded credit cards bearing the Harley-Davidson brand. Harley-Davidson, Inc. was founded in 1903 and is headquartered in Milwaukee, Wisconsin.

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Summarize with Warren AI
4
Reported positions
3
Bought
1
Sold
4
Letters

Position history

Between Q1 2026 and Q2 2026, 4 fund letters reported a position in Harley Davidson3 opened or added to the position, 1 trimmed or exited.

Fund letters reporting a position in Harley Davidson, by quarter
QuarterLettersBoughtSoldTheses
Q2 20261101
Q1 20263211

Fund activity · 4 positions · 4 moves

  • New positionAegis Value Fund
    June 2026
    In the first half, the Fund also built positions in select hotel REITs, as well as Jet2 plc (JET2-L), and Harley Davidson (HOG), all at modest prices compared to tangible book value.
    Harley Davidson
  • We completed full sales of Harley-Davidson and Campbells.
    Harley Davidson
  • March 2026
    During the quarter ending March 31, 2026, the Fund initiated new positions in OSAKA Titanium Technologies Co., Ltd, Harley-Davidson, Inc. and Robert Half Inc.
    Harley Davidson
  • March 2026
    During the quarter, the Fund initiated positions in five new holdings, Qualys, Inc., Compass, Inc., Harley-Davidson, Inc., Catalyst Pharmaceuticals, Inc. and Robert Half Inc.
    Harley Davidson

Fund coverage · 2 theses

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