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Donald Smith & Co’s Harley-Davidson HOG Stock Holding History

Donald Smith & Co’s Portfolio HOG Stock Details HOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$203M Buy
10,016,874
+1,117,670
+13% +$21.9M 3.64% 8
2025
Q4 		$182M Buy
8,899,204
+2,095,477
+31% +$51.5M 3.42% 9
2025
Q3 		$190M Buy
6,803,727
+1,285,932
+23% +$34.5M 3.79% 8
2025
Q2 		$130M Buy
5,517,795
+2,108,099
+62% +$50.1M 3.07% 12
2025
Q1 		$86.1M Buy
3,409,696
+1,738,017
+104% +$46.5M 2.11% 20
2024
Q4 		$50.4M Buy
+1,671,679
New +$55.4M 1.2% 31

Other funds holding HOG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Donald Smith & Co's HOG Position: Q1 2026 in Review

Donald Smith & Co increased its Harley-Davidson (HOG) stake by 13% in Q1 2026, buying an estimated $21.9M and bringing the position to 10,016,874 shares worth $203M. The position accounts for 3.64% of the portfolio, ranked #8.

Donald Smith & Co first reported a position in HOG in Q4 2024 and has held it in 6 quarters since. 395 funds tracked by Wall St. Rank hold HOG as of Q1 2026.

  • Donald Smith & Co held 10,016,874 shares of Harley-Davidson worth $203M as of Q1 2026.
  • Donald Smith & Co bought 1,117,670 Harley-Davidson shares in Q1 2026, an estimated $21.9M.
  • Harley-Davidson made up 3.64% of Donald Smith & Co's portfolio in Q1 2026, its #8 holding.
  • Donald Smith & Co first reported a position in Harley-Davidson in Q4 2024 and has held it in 6 quarters since.
  • 395 funds tracked by Wall St. Rank held Harley-Davidson as of Q1 2026.

Based on Donald Smith & Co's 13F filing for Q1 2026, filed 14 May 2026.