Which hedge funds own HOG? HARLEY DAVIDSON INC, Q2 2026 13F holders
40 tracked hedge funds disclosed a position in HOG (HARLEY DAVIDSON INC) in their Q2 2026 13F filings, worth $387.4m in total. The largest holder by portfolio weight is FIFTHDELTA Ltd at 12.5% of its book. 15 opened a new position this quarter: Holowesko Partners Ltd., JCP Investment Management, LLC, Manatuck Hill Partners, LLC, iSAM Funds (UK) Ltd. 11 exited: Thomist Capital Management, LP, Night Squared LP, Quinn Opportunity Partners LLC.
- 40
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 15
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 11
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $20.2m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $34.9m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $387m
- Combined value Sum of the holders' reported positions in the security.
- 3.2%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Thomist Capital Management, LP | 1.0% | $2.8m |
| Night Squared LP | 0.2% | $1.5m |
| Quinn Opportunity Partners LLC | 0.1% | $2.4m |
| Numerai GP LLC | 0.06% | $584k |
| Voloridge Investment Management, LLC | 0.04% | $9.8m |
| Landscape Capital Management, L.L.C. | 0.03% | $441k |
| Graham Capital Management, L.P. | 0.02% | $683k |
| Brevan Howard Capital Management LP | 0.02% | $1.9m |
| Marshall Wace, LLP | 0.02% | $14.2m |
| Campbell & CO Investment Adviser LLC | 0.01% | $236k |
| Verition Fund Management LLC | 0.0% | $289k |
Ownership over time
Who discovered HOG first? Beta
The run: Q1 2009 → Q2 2014, +422%
| WCM Investment Management high conviction | Q2 2003 | – | +2.2 pts |
| Select Equity Group Inc | Q4 2012 | 0.10% | +1.1 pts |
| Polen Capital high conviction | Q2 2004 | – | +0.7 pts |
| J. Goldman & Co LP | Q1 2015 | – | +0.3 pts |
| Baillie Gifford | Q3 2012 | – | +0.1 pts |
| Armistice Capital, LLC | Q4 2017 | – | −0.2 pts |
| Cantillon Capital Management high conviction | Q2 2013 | – | −0.2 pts |
| MIG Capital, LLC high conviction | Q2 2015 | – | −1.5 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.