LongHOGJul 2026
Harley-Davidson, Inc.
Aegis bought Harley-Davidson at multi-year low levels well below book value. The fund views the century-old brand as a turnaround rather than a growth-at-any-price story. New…
HOG
Which hedge funds are long HOG?
2 published ideas on Harley-Davidson, Inc. across 2 funds — 2 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on Harley-Davidson, Inc.: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
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…