HOG
Harley-davidson Inc
3 super-investors hold HOG worth a combined $60M. The largest position: Third Avenue Management at 4.8% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 34 — ranked #251 of 724 scored stocks. Conviction rising: 1 more super-investor hold it than in 2025Q4.
Why super-investors own HOG
Super-investor interest in HOG is minimal and freshly initiated: only three cohort members hold the stock, with combined exposure of roughly $60M, and meaningful conviction is concentrated almost entirely in two names. Third Avenue Management opened a new position this quarter — the first cohort entry in at least eight quarters — sizing it at 4.8% of their portfolio (~$30M), making it their highest-conviction bet in this group. Joel Greenblatt holds a similarly sized dollar position (~$31M) but at negligible portfolio weight, suggesting a quantitative or diversified strategy rather than a focused thesis. Mairs & Power holds a token position. The cohort count moving from zero to one this quarter signals an isolated, early-stage interest rather than any building consensus.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | <0.1% | 39q | $31M | 1,514,429 |
| 2 | Third Avenue Management | 4.8% | — 1q | $30M | 1,462,670 |
| 3 | Mairs & Power Funds | <0.1% | 15q | $283K | 14,000 |
Owners of HOG also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Third Avenue Management | NEW | 4.8% | +100% | $30M | May 13, 2026 |
Long US equity 13F-HR filings only. CUSIP 412822108. Not investment advice.