LongHOGJul 2026
Harley-Davidson, Inc.
Aegis purchased Harley-Davidson at multi-year lows and at a price well below book value. The fund believes the company has a valuable century-old American brand but needs…
HOG
1 published idea on Harley-Davidson, Inc. across 1 fund — 1 long and 0 short.
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Harley-Davidson: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Aegis purchased Harley-Davidson at multi-year lows and at a price well below book value. The fund believes the company has a valuable century-old American brand but needs…