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Douglas Dynamics, Inc.

PLOW Consumer Discretionary
$39.97 $-0.43 (-1.06%)
Market Cap: $922.39 M
Gurus Holding
8
Popularity Rank
#770
% of Shares Held
9.74%
Net Activity (Q2 2026)
-$10.97 M

Guru Ownership Trend

Guru Analysis for Douglas Dynamics, Inc. (PLOW)

Douglas Dynamics, Inc. (PLOW), a key player in the Consumer Discretionary sector, continues to attract institutional attention.

As of Q2 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $89.87 M.

Top institutional holders include Richard Pzena and Chuck Royce.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $10.97 M net outflow during the quarter.

Recent activity highlights Joel Greenblatt who increased their stake by 188.5%. Conversely, Steven Cohen reduced exposure by 92.8%.

Key Holders

Top 5 by Value

$74.7 M
$16.47 M
$6.06 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$7.17 M
Total Buy Value
New Buys 0
Additions 4
-$18.14 M
Total Sell Value
Reductions 4
Sold Out 1

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
5
Net Buyers
4

FAQs for Douglas Dynamics, Inc. (PLOW)

Major holders include Richard Pzena ($74.7 M), Chuck Royce ($16.47 M), Paul Tudor Jones ($8.76 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 2.25 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $10.97 M, with 4 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 1 fully exited PLOW. The total reported sell value was $18.14 M.

Yes, 0 managers opened new positions in PLOW, and 4 increased their existing holdings. The total reported buy value was $7.17 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.22% Reduce -13.1% 1,384,680 $74.7 M Q2 2026
0.13% Add 53.2% 305,292 $16.47 M Q2 2026
0.01% Add 1.6% 162,460 $8.76 M Q2 2026
0.02% Reduce -10.7% 156,374 $8.44 M Q2 2026
0.00% Add 4.2% 112,242 $6.06 M Q2 2026
0.04% Reduce 0.0% 89,704 $4.84 M Q2 2026
0.00% Add 188.5% 30,277 $1.63 M Q2 2026
0.00% Reduce -92.8% 7,355 $396,802 Q2 2026
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SEC Form