HOGHARLEY-DAVIDSON INC

CUSIP: 412822108

Guru Owners

$190.1M

Total Value Held

9.3M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
First Eagle	First Eagle Investment Management	8899204	$182.3M	3.42%	$20.49	Q4 2025
Ray Dalio	Bridgewater Associates	364166	$7.5M	0.03%	$20.49	Q4 2025
Mairs & Power	Mairs & Power	14000	$287K	0.00%	$20.49	Q4 2025

First Eagle

$182.3M

3.42%

Ray Dalio

$7.5M

0.03%

Mairs & Power

$287K

0.00%

📊 Fundamentals

Market Cap$2.8B

P/E Ratio8.6x

Below market avg

Forward P/E14.4x

EPS (TTM)$2.78

Revenue (TTM)$4.5B

Profit Margin7.57%

Div Yield3.04%

Beta1.29

52-Week Range

$17.09

$31.25

Current: $23.95

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 8.6x trailing earnings → 14.4x forward · 7.6% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '253 owners · $190.1M

INCREASEDFirst Eagle$182.3M

REDUCEDRay Dalio$7.5M

Q3 '253 owners · $192.6M

INCREASEDFirst Eagle$189.8M

NEWRay Dalio$2.4M

NEWMairs & Power$391K

Q2 '251 owners · $130.2M

INCREASEDFirst Eagle$130.2M

Q1 '251 owners · $86.1M

INCREASEDFirst Eagle$86.1M

Q4 '241 owners · $50.4M

NEWFirst Eagle$50.4M

SOLDRay Dalio

Q3 '241 owners · $1.7M

INCREASEDRay Dalio$1.7M

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

⚠️ This company currently has negative free cash flow. The valuation assumes it will improve.

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

3%analyst est. 3.4%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

5.0%current: -10.3%

1%50%

Discount Rate (WACC)

8.0%typical: 8% large caps · 10% growth

5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

HOG: Held by 3 superinvestors · 32 congress member trades

BUYTim MooreR

$15,001 - $50,0002025-12-18

BUYTim MooreR

$15,001 - $50,0002025-12-09

SELLTim MooreR

$15,001 - $50,0002025-11-28

BUYTim MooreR

$15,001 - $50,0002025-11-21

BUYTim MooreR

$15,001 - $50,0002025-07-30

SELLTim MooreR

$50,001 - $100,0002025-05-14

BUYTim MooreR

$15,001 - $50,0002025-05-01

SELLJefferson ShreveR

$15,001 - $50,0002025-04-07

BUYTim MooreR

$15,001 - $50,0002025-04-04

BUYJefferson ShreveR

$15,001 - $50,0002025-03-31

SELLTim MooreR

$15,001 - $50,0002025-03-25

BUYTim MooreR

$15,001 - $50,0002025-03-14

SELLTim MooreR

$100,001 - $250,0002025-03-10

BUYTim MooreR

$15,001 - $50,0002025-03-07

BUYTim MooreR

$15,001 - $50,0002025-03-06

BUYTim MooreR

$50,001 - $100,0002025-03-04

SELLJefferson ShreveR

$15,001 - $50,0002025-02-24

SELLTim MooreR

$50,001 - $100,0002025-02-12

BUYTim MooreR

$50,001 - $100,0002025-02-12

SELLTim MooreR

$100,001 - $250,0002025-02-10