Cliff Asness's HOG Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 828,068 shares of Harley-Davidson, Inc. (HOG) worth $23.1 M, representing 0.01% of the portfolio. First purchased in 2012-Q4, this long-term strategic position has been held for 52 quarters.
Based on 13F filings since 2013, Cliff Asness has maintained a long-term strategic position in HOG, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2023, adding 603,286 shares. Largest reduction occurred in Q1 2024, reducing 586,393 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's Harley-Davidson (HOG) Holding Value Over Time
Track share changes against reported price movement
Quarterly Harley-Davidson (HOG) Trades by Cliff Asness
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2012 | +71,286 | Add 0.00% | 71,285 | $48.85 |
| Q2 2013 | +15,301 | Add 0.00% | 15,300 | $54.84 |
| Q3 2013 | +500 | Add 3.27% | 15,800 | $64.24 |
| Q4 2013 | -700 | Reduce 4.43% | 15,100 | $69.27 |
| Q1 2014 | +25,000 | Add 165.56% | 40,100 | $66.61 |
| Q2 2014 | +11,220 | Add 27.98% | 51,320 | $69.86 |
| Q3 2014 | +30,300 | Add 59.04% | 81,620 | $58.20 |
| Q4 2014 | -64,767 | Reduce 79.35% | 16,853 | $65.92 |
| Q1 2015 | -3,300 | Reduce 19.58% | 13,553 | $60.72 |
| Q2 2015 | -33 | Reduce 0.24% | 13,520 | $56.36 |
| Q3 2015 | +26,536 | Add 196.27% | 40,056 | $54.90 |
| Q4 2015 | -3,909 | Reduce 9.76% | 36,147 | $45.40 |
| Q1 2016 | -12,935 | Reduce 35.78% | 23,212 | $51.31 |
| Q2 2016 | -4,508 | Reduce 19.42% | 18,704 | $45.28 |
| Q3 2016 | -9,899 | Reduce 52.92% | 8,805 | $52.58 |
| Q4 2016 | +25,882 | Add 293.95% | 34,687 | $58.35 |
| Q1 2017 | +1,882 | Add 5.43% | 36,569 | $60.49 |
| Q2 2017 | -1,380 | Reduce 3.77% | 35,189 | $54.02 |
| Q3 2017 | +5,293 | Add 15.04% | 40,482 | $48.22 |
| Q4 2017 | -5,778 | Reduce 14.27% | 34,704 | $50.89 |
| Q1 2018 | -3,141 | Reduce 9.05% | 31,563 | $42.87 |
| Q2 2018 | +1,956 | Add 6.20% | 33,519 | $42.07 |
| Q3 2018 | +313 | Add 0.93% | 33,832 | $45.31 |
| Q4 2018 | +14,505 | Add 42.87% | 48,337 | $34.11 |
| Q1 2019 | -21,541 | Reduce 44.56% | 26,796 | $35.68 |
| Q2 2019 | -2,349 | Reduce 8.77% | 24,447 | $35.83 |
| Q3 2019 | -1,489 | Reduce 6.09% | 22,958 | $35.89 |
| Q4 2019 | -14,481 | Reduce 63.08% | 8,477 | $37.16 |
| Q1 2020 | -8,477 | Sold Out | 8,477 | $0.00 |
| Q2 2020 | +285,735 | New Buy | 285,735 | $23.67 |
| Q3 2020 | -119,894 | Reduce 41.96% | 165,841 | $24.01 |
| Q4 2020 | -112,149 | Reduce 67.62% | 53,692 | $36.52 |
| Q1 2021 | +18,125 | Add 33.76% | 71,817 | $40.10 |
| Q2 2021 | +6,770 | Add 9.43% | 78,587 | $45.82 |
| Q3 2021 | -5,792 | Reduce 7.37% | 72,795 | $36.61 |
| Q4 2021 | +256,528 | Add 352.40% | 329,323 | $37.55 |
| Q1 2022 | -216,238 | Reduce 65.66% | 113,085 | $39.40 |
| Q2 2022 | +79,819 | Add 70.58% | 192,904 | $30.70 |
| Q3 2022 | -114,470 | Reduce 59.34% | 78,434 | $34.88 |
| Q4 2022 | -64,883 | Reduce 82.72% | 13,551 | $40.81 |
| Q1 2023 | +22,648 | Add 167.13% | 36,199 | $37.57 |
| Q2 2023 | +29,543 | Add 81.61% | 65,742 | $35.21 |
| Q3 2023 | +603,286 | Add 917.66% | 669,028 | $33.06 |
| Q4 2023 | -61,519 | Reduce 9.20% | 607,509 | $36.84 |
| Q1 2024 | -586,393 | Reduce 96.52% | 21,116 | $43.74 |
| Q2 2024 | +248,986 | Add 1179.13% | 270,102 | $33.50 |
| Q3 2024 | -92,100 | Reduce 34.10% | 178,002 | $38.53 |
| Q4 2024 | -26,534 | Reduce 14.91% | 151,468 | $30.03 |
| Q1 2025 | -50,638 | Reduce 33.43% | 100,830 | $25.04 |
| Q2 2025 | +137,527 | Add 136.39% | 238,357 | $23.49 |
| Q3 2025 | +589,711 | Add 247.41% | 828,068 | $27.90 |
Cliff Asness's Harley-Davidson Investment FAQs
Cliff Asness first purchased Harley-Davidson, Inc. (HOG) in Q4 2012, acquiring 71,285 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held Harley-Davidson, Inc. (HOG) for 52 quarters since Q4 2012. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness's largest addition to Harley-Davidson, Inc. (HOG) was in Q3 2023, adding 669,028 shares worth $22.12 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 828,068 shares of Harley-Davidson, Inc. (HOG), valued at approximately $23.1 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Harley-Davidson, Inc. (HOG) represents approximately 0.01% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness's peak holding in Harley-Davidson, Inc. (HOG) was 828,068 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.