Donald Smith & Co's HOG Position Overview
Donald Smith & Co (via Donald Smith & Co., Inc.) currently holds 8.9 M shares of Harley-Davidson, Inc. (HOG) worth $182.34 M, representing 3.42% of the portfolio. First purchased in 2024-Q4, this short-term holding has been held for 5 quarters.
Based on 13F filings, Donald Smith & Co has maintained this position in HOG for several quarters, showing initial confidence in the investment. Largest addition occurred in Q2 2025, adding 2.11 M shares.
Analysis based on 13F filings available since 2013 Q2
Donald Smith & Co's Harley-Davidson (HOG) Holding Value Over Time
Track share changes against reported price movement
Quarterly Harley-Davidson (HOG) Trades by Donald Smith & Co
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +2.1 M | Add 30.80% | 8.9 M | $20.49 |
| Q3 2025 | +1.29 M | Add 23.31% | 6.8 M | $27.90 |
| Q2 2025 | +2.11 M | Add 61.83% | 5.52 M | $23.60 |
| Q1 2025 | +1.74 M | Add 103.97% | 3.41 M | $25.25 |
| Q4 2024 | +1.67 M | New Buy | 1.67 M | $30.13 |
Donald Smith & Co's Harley-Davidson Investment FAQs
Donald Smith & Co first purchased Harley-Davidson, Inc. (HOG) in Q4 2024, acquiring 1,671,679 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Donald Smith & Co has held Harley-Davidson, Inc. (HOG) for 5 quarters since Q4 2024.
Donald Smith & Co's largest addition to Harley-Davidson, Inc. (HOG) was in Q2 2025, adding 5,517,795 shares worth $130.22 M.
According to the latest 13F filing for Q4 2025, Donald Smith & Co's firm, Donald Smith & Co., Inc., owns 8,899,204 shares of Harley-Davidson, Inc. (HOG), valued at approximately $182.34 M.
As of the Q4 2025 filing, Harley-Davidson, Inc. (HOG) represents approximately 3.42% of Donald Smith & Co's publicly disclosed stock portfolio, making it one of their key holdings.
Donald Smith & Co's peak holding in Harley-Davidson, Inc. (HOG) was 8,899,204 shares, as reported at the end of Q4 2025.