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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
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 $5.72T AUM 30.48% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 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

Thomist Capital Management's HOG Position: Q1 2026 in Review

Thomist Capital Management opened a new position in Harley-Davidson (HOG) in Q1 2026: 140,600 shares worth $2.84M. The stake represents 0.77% of the portfolio and ranks #31 among its holdings. This is a return to the name: Thomist Capital Management previously reported a position in HOG as recently as Q3 2025.

Thomist Capital Management first reported a position in HOG in Q3 2025 and has held it in 2 quarters since. 395 funds tracked by Wall St. Rank hold HOG as of Q1 2026.

  • Thomist Capital Management held 140,600 shares of Harley-Davidson worth $2.84M as of Q1 2026.
  • Harley-Davidson was a new Thomist Capital Management position in Q1 2026.
  • Harley-Davidson made up 0.77% of Thomist Capital Management's portfolio in Q1 2026, its #31 holding.
  • Thomist Capital Management first reported a position in Harley-Davidson in Q3 2025 and has held it in 2 quarters since.
  • 395 funds tracked by Wall St. Rank held Harley-Davidson as of Q1 2026.

Based on Thomist Capital Management's 13F filing for Q1 2026, filed 15 May 2026.