Joel Greenblatt's HOG Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 1.18 M shares of Harley-Davidson, Inc. (HOG) worth $23.87 M, representing 0.07% of the portfolio. First purchased in 2014-Q2, this long-term strategic position has been held for 46 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in HOG, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2026, adding 946,249 shares. Largest reduction occurred in Q4 2015, reducing 827,240 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Harley-Davidson (HOG) Holding Value Over Time
Track share changes against reported price movement
Quarterly Harley-Davidson (HOG) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +946,249 | Add 404.11% | 1.18 M | $20.22 |
| Q4 2025 | -205,844 | Reduce 46.78% | 234,158 | $20.49 |
| Q3 2025 | +195,304 | Add 79.81% | 440,002 | $27.90 |
| Q2 2025 | +117,931 | Add 93.03% | 244,698 | $23.60 |
| Q1 2025 | -3,821 | Reduce 2.93% | 126,767 | $25.25 |
| Q4 2024 | -5,206 | Reduce 3.83% | 130,588 | $30.13 |
| Q3 2024 | +129,377 | Add 2016.16% | 135,794 | $38.53 |
| Q2 2024 | -43,296 | Reduce 87.09% | 6,417 | $33.54 |
| Q1 2024 | +32,369 | Add 186.63% | 49,713 | $43.74 |
| Q4 2023 | -61,921 | Reduce 78.12% | 17,344 | $36.84 |
| Q3 2023 | +79,265 | New Buy | 79,265 | $33.06 |
| Q2 2023 | -8,335 | Sold Out | 0 | $0.00 |
| Q1 2023 | -13,952 | Reduce 62.60% | 8,335 | $37.97 |
| Q4 2022 | +22,287 | New Buy | 22,287 | $41.60 |
| Q2 2022 | -10,792 | Sold Out | 0 | $0.00 |
| Q1 2022 | +3,300 | Add 44.05% | 10,792 | $39.38 |
| Q4 2021 | -108 | Reduce 1.42% | 7,492 | $37.64 |
| Q3 2021 | -23,967 | Reduce 75.92% | 7,600 | $36.58 |
| Q2 2021 | +15,437 | Add 95.70% | 31,567 | $45.81 |
| Q1 2021 | -24,214 | Reduce 60.02% | 16,130 | $40.11 |
| Q4 2020 | +22,481 | Add 125.85% | 40,344 | $36.71 |
| Q3 2020 | -40,739 | Reduce 69.52% | 17,863 | $24.52 |
| Q2 2020 | +58,602 | New Buy | 58,602 | $23.77 |
| Q1 2020 | -94,394 | Sold Out | 0 | $0.00 |
| Q4 2019 | +63,538 | Add 205.92% | 94,394 | $37.20 |
| Q3 2019 | +30,856 | New Buy | 30,856 | $35.97 |
| Q1 2019 | -364,250 | Sold Out | 0 | $0.00 |
| Q4 2018 | +170,014 | Add 87.53% | 364,250 | $34.12 |
| Q3 2018 | +65,535 | Add 50.92% | 194,236 | $45.30 |
| Q2 2018 | +128,701 | New Buy | 128,701 | $42.08 |
| Q1 2018 | -188,089 | Sold Out | 0 | $0.00 |
| Q4 2017 | -191,232 | Reduce 50.41% | 188,089 | $50.88 |
| Q3 2017 | +200,292 | Add 111.88% | 379,321 | $48.21 |
| Q2 2017 | -53,735 | Reduce 23.09% | 179,029 | $54.02 |
| Q1 2017 | -64,691 | Reduce 21.75% | 232,764 | $60.50 |
| Q4 2016 | +67,708 | Add 29.47% | 297,455 | $58.34 |
| Q3 2016 | -9,294 | Reduce 3.89% | 229,747 | $52.59 |
| Q2 2016 | +239,041 | New Buy | 239,041 | $45.30 |
| Q1 2016 | -122,396 | Sold Out | 0 | $0.00 |
| Q4 2015 | -827,240 | Reduce 87.11% | 122,396 | $45.39 |
| Q3 2015 | +582,256 | Add 158.49% | 949,636 | $54.90 |
| Q2 2015 | -369,107 | Reduce 50.12% | 367,380 | $56.35 |
| Q1 2015 | +253,987 | Add 52.64% | 736,487 | $60.74 |
| Q4 2014 | +394,871 | Add 450.62% | 482,500 | $65.91 |
| Q3 2014 | -99,554 | Reduce 53.19% | 87,629 | $58.20 |
| Q2 2014 | +187,183 | New Buy | 187,183 | $69.85 |
Joel Greenblatt's Harley-Davidson Investment FAQs
Joel Greenblatt first purchased Harley-Davidson, Inc. (HOG) in Q2 2014, acquiring 187,183 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Harley-Davidson, Inc. (HOG) for 46 quarters since Q2 2014.
Joel Greenblatt's largest addition to Harley-Davidson, Inc. (HOG) was in Q1 2026, adding 1,180,407 shares worth $23.87 M.
According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 1,180,407 shares of Harley-Davidson, Inc. (HOG), valued at approximately $23.87 M.
As of the Q1 2026 filing, Harley-Davidson, Inc. (HOG) represents approximately 0.07% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Harley-Davidson, Inc. (HOG) was 1,180,407 shares, as reported at the end of Q1 2026.