Freshford Capital Management’s Harley-Davidson HOG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-350,988	Closed	-$12.9M	–	20
2023 Q4	$12.9M	Sell	350,988 -325,773	-48%	-$12M	2.1%	14
2023 Q3	$22.4M	Sell	676,761 -186,040	-22%	-$6.15M	3.72%	11
2023 Q2	$30.4M	Buy	862,801 +416,838	+93%	+$14.7M	4.65%	10
2023 Q1	$16.9M	Buy	+445,963	New	+$16.9M	2.59%	12