Cliff Asness's HOG Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 1.59 M shares of Harley-Davidson, Inc. (HOG) worth $31.96 M, representing 0.01% of the portfolio. First purchased in 2012-Q4, this long-term strategic position has been held for 54 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 Q1 2026, adding 1.23 M 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +1.23 M | Add 336.06% | 1.59 M | $20.06 |
| Q4 2025 | -462,720 | Reduce 55.88% | 365,348 | $20.49 |
| Q3 2025 | +589,711 | Add 247.41% | 828,068 | $27.90 |
| Q2 2025 | +137,527 | Add 136.39% | 238,357 | $23.49 |
| Q1 2025 | -50,638 | Reduce 33.43% | 100,830 | $25.04 |
| Q4 2024 | -26,534 | Reduce 14.91% | 151,468 | $30.03 |
| Q3 2024 | -92,100 | Reduce 34.10% | 178,002 | $38.53 |
| Q2 2024 | +248,986 | Add 1179.13% | 270,102 | $33.50 |
| Q1 2024 | -586,393 | Reduce 96.52% | 21,116 | $43.74 |
| Q4 2023 | -61,519 | Reduce 9.20% | 607,509 | $36.84 |
| Q3 2023 | +603,286 | Add 917.66% | 669,028 | $33.06 |
| Q2 2023 | +29,543 | Add 81.61% | 65,742 | $35.21 |
| Q1 2023 | +22,648 | Add 167.13% | 36,199 | $37.57 |
| Q4 2022 | -64,883 | Reduce 82.72% | 13,551 | $40.81 |
| Q3 2022 | -114,470 | Reduce 59.34% | 78,434 | $34.88 |
| Q2 2022 | +79,819 | Add 70.58% | 192,904 | $30.70 |
| Q1 2022 | -216,238 | Reduce 65.66% | 113,085 | $39.40 |
| Q4 2021 | +256,528 | Add 352.40% | 329,323 | $37.55 |
| Q3 2021 | -5,792 | Reduce 7.37% | 72,795 | $36.61 |
| Q2 2021 | +6,770 | Add 9.43% | 78,587 | $45.82 |
| Q1 2021 | +18,125 | Add 33.76% | 71,817 | $40.10 |
| Q4 2020 | -112,149 | Reduce 67.62% | 53,692 | $36.52 |
| Q3 2020 | -119,894 | Reduce 41.96% | 165,841 | $24.01 |
| Q2 2020 | +285,735 | New Buy | 285,735 | $23.67 |
| Q1 2020 | -8,477 | Sold Out | 0 | $0.00 |
| Q4 2019 | -14,481 | Reduce 63.08% | 8,477 | $37.16 |
| Q3 2019 | -1,489 | Reduce 6.09% | 22,958 | $35.89 |
| Q2 2019 | -2,349 | Reduce 8.77% | 24,447 | $35.83 |
| Q1 2019 | -21,541 | Reduce 44.56% | 26,796 | $35.68 |
| Q4 2018 | +14,505 | Add 42.87% | 48,337 | $34.11 |
| Q3 2018 | +313 | Add 0.93% | 33,832 | $45.31 |
| Q2 2018 | +1,956 | Add 6.20% | 33,519 | $42.07 |
| Q1 2018 | -3,141 | Reduce 9.05% | 31,563 | $42.87 |
| Q4 2017 | -5,778 | Reduce 14.27% | 34,704 | $50.89 |
| Q3 2017 | +5,293 | Add 15.04% | 40,482 | $48.22 |
| Q2 2017 | -1,380 | Reduce 3.77% | 35,189 | $54.02 |
| Q1 2017 | +1,882 | Add 5.43% | 36,569 | $60.49 |
| Q4 2016 | +25,882 | Add 293.95% | 34,687 | $58.35 |
| Q3 2016 | -9,899 | Reduce 52.92% | 8,805 | $52.58 |
| Q2 2016 | -4,508 | Reduce 19.42% | 18,704 | $45.28 |
| Q1 2016 | -12,935 | Reduce 35.78% | 23,212 | $51.31 |
| Q4 2015 | -3,909 | Reduce 9.76% | 36,147 | $45.40 |
| Q3 2015 | +26,536 | Add 196.27% | 40,056 | $54.90 |
| Q2 2015 | -33 | Reduce 0.24% | 13,520 | $56.36 |
| Q1 2015 | -3,300 | Reduce 19.58% | 13,553 | $60.72 |
| Q4 2014 | -64,767 | Reduce 79.35% | 16,853 | $65.92 |
| Q3 2014 | +30,300 | Add 59.04% | 81,620 | $58.20 |
| Q2 2014 | +11,220 | Add 27.98% | 51,320 | $69.86 |
| Q1 2014 | +25,000 | Add 165.56% | 40,100 | $66.61 |
| Q4 2013 | -700 | Reduce 4.43% | 15,100 | $69.27 |
| Q3 2013 | +500 | Add 3.27% | 15,800 | $64.24 |
| Q2 2013 | +15,300 | Add 0.00% | 15,300 | $54.84 |
| Q4 2012 | +71,285 | Add 0.00% | 71,285 | $48.85 |
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 54 quarters since Q4 2012.
Cliff Asness's largest addition to Harley-Davidson, Inc. (HOG) was in Q1 2026, adding 1,593,129 shares worth $31.96 M.
According to the latest 13F filing for Q1 2026, Cliff Asness's firm, Aqr Capital Management LLC, owns 1,593,129 shares of Harley-Davidson, Inc. (HOG), valued at approximately $31.96 M.
As of the Q1 2026 filing, Harley-Davidson, Inc. (HOG) represents approximately 0.01% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in Harley-Davidson, Inc. (HOG) was 1,593,129 shares, as reported at the end of Q1 2026.