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

Thomist Capital Management’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
Q2 		– Sell
-140,600
Closed -$2.84M – 61
2026
Q1 		$2.84M Buy
+140,600
New +$2.76M 0.77% 31
2025
Q4 		– Sell
-57,850
Closed -$1.65M – 80
2025
Q3 		$1.65M Buy
+57,850
New +$1.55M 0.33% 50

Other funds holding HOG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
F
FIFTHDELTA London, United Kingdom $853M AUM 18.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Thomist Capital Management's HOG Position: Q2 2026 in Review

Thomist Capital Management sold out of Harley-Davidson (HOG) in Q2 2026, closing a stake of 140,600 shares — an estimated $2.84M sold.

Thomist Capital Management first reported a position in HOG in Q3 2025 and held it in 2 quarters. The position peaked at $2.84M in Q1 2026. 440 funds tracked by Wall St. Rank hold HOG as of Q2 2026.

  • Thomist Capital Management reported no remaining Harley-Davidson position as of Q2 2026 after selling out during the quarter.
  • Thomist Capital Management sold 140,600 Harley-Davidson shares in Q2 2026, an estimated $2.84M.
  • Thomist Capital Management first reported a position in Harley-Davidson in Q3 2025 and held it in 2 quarters.
  • Thomist Capital Management's Harley-Davidson position peaked at $2.84M in Q1 2026.
  • 440 funds tracked by Wall St. Rank held Harley-Davidson as of Q2 2026.

Based on Thomist Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.