HARLEY-DAVIDSON INC (HOG)

Super-investor holdings · 2026 Q2

Source: SEC Form 13F filings for the quarter ended Jun 30, 2026. Change labels compare each fund’s 2026 Q2 filing with its previous filing. 13F filings cover long positions only and arrive up to 45 days after quarter-end.

All institutions · Form 13F

Source: SEC Form 13F data sets — every filer's latest report for the quarter ended Jun 30, 2026, not just the tracked funds above; changes compare with the quarter ended Mar 31, 2026. Share counts and values are summed as reported in the filings (a small number of filers report values in thousands of dollars, so value totals are as-filed sums).

Insider trading · Form 4

3 insiders bought on the open market in the last 90 days (3 purchases, $1.4M), against 3 sales by 1 insiders ($119.3K). Latest buy: Aug 11, 2026.

Source: SEC Form 4 filings, as of Oct 3, 2026. Open-market transactions only.

Politician trading · U.S. House

0 House members reported buying (0 purchases vs 1 sales).

Source: U.S. House Clerk STOCK Act periodic transaction reports, as of Oct 3, 2026. Reported amounts are ranges, and reports can arrive up to 45 days after the trade. Senate reports are not included yet.

Screens & lenses

Insiders

· Insider Cluster Buying — Last 90 days: 3 or more different insiders bought on the open market

· CEO & CFO Buying — Last 90 days: top executives (CEO/CFO) bought on the open market

· Opportunistic Buys (Non-Routine) — Last 90 days: 2 or more insiders with no routine buying pattern bought on the open market

Financial Screens

· Graham — Sound finances and a long run of profits

· Lynch PEG — Cheap against its growth rate

· Cash Flow (FCF) — Positive free cash flow in each of the last 3 years, with an FCF yield of at least 5%

· Deep Value (Templeton) — Stocks that are cheap against both earnings and assets

· Neff Total Return Ratio — Growth plus dividends divided by P/E is high

· Earnings Quality (Cash Conversion) — Profits that actually come back as cash

· Shareholder Yield — Cash returned through dividends and buybacks

· Earnings Stability — Small earnings swings and almost no loss years

Chart Signals

· Monthly Uptrend — Price above its 12-month moving average

Red Flags

· Excess Accruals (Sloan) — Sloan accruals ratio beyond ±25%

Key figures

· Graham — Current ratio: 2.10 · Straight profitable years: 16 · Debt ratio: — · Latest net income: $338.7M

· Lynch PEG — P/E: 8.87 · 5-yr EPS growth: 208.2% · PEG: 0.04

· Cash Flow (FCF) — Latest FCF: $415.2M · FCF yield: 13.9% · Positive FCF years: 3

· Deep Value (Templeton) — P/E: 8.87 · P/B: 0.95 · Latest EPS: 2.78 · Dividend yield: 2.9%

· Neff Total Return Ratio — EPS growth: 208.2% · Dividend yield: 2.9% · P/E: 8.87 · Neff ratio: 23.81

· Earnings Quality (Cash Conversion) — Cash conversion (3-yr avg): 1.69 · Operating cash flow: $568.9M · Net income: $338.7M

· Shareholder Yield — Shareholder yield: 14.7% · of which dividends: 2.9% · of which buybacks: 11.8%

· Earnings Stability — Earnings variation (CV): 0.42 · Loss years (of 10): 0 · Latest net income: $338.7M

· Insider Cluster Buying — Insiders buying: 3 · Buy txns: 3 · Buy value: $1.4M · Latest buy: Aug 11, 2026

· CEO & CFO Buying — Buy txns: 3 · Buy value: $1.4M · Insiders buying: 3 · Latest buy: Aug 11, 2026

· Opportunistic Buys (Non-Routine) — Opportunistic buyers: 3 · Buy txns: 3 · Buy value: $1.4M · Latest buy: Aug 11, 2026

· Excess Accruals (Sloan) — Accruals ratio: -49.8% · Net income: $338.7M · Operating cash flow: $568.9M · Investing cash flow: $3.8B

Financial screens are computed from SEC company financial statements; red-flag models are screens, not verdicts — see Methodology.

Signal record

· Insider BEST — appeared in 2 of the last 20 quarterly lists; latest 2026 Q1, ranked #37 of 50.