← Top Holdings

HOGHARLEY-DAVIDSON INC

CUSIP: 412822108

🔥 Bought by 2 superinvestors this quarter

4

Guru Owners

$234.2M

Total Value Held

11.6M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
First Eagle	First Eagle Investment Management	10016874	$202.5M	3.64%	$20.22	Q1 2026
Third Avenue Management	Third Avenue Management	1462670	$29.6M	4.80%	$20.22	Q1 2026
Ray Dalio	Bridgewater Associates	86800	$1.8M	0.01%	$20.22	Q1 2026
Mairs & Power	Mairs & Power	14000	$283K	0.00%	$20.22	Q1 2026

$202.5M

3.64%

Third Avenue Management

$29.6M

4.80%

$1.8M

0.01%

$283K

0.00%

📊 Fundamentals

Market Cap$2.7B

P/E Ratio13.1x

Below market avg

Forward P/E13.3x

P/FCF16.2x

EPS (TTM)$1.97

Revenue (TTM)$4.3B

Profit Margin5.34%

Div Yield2.84%

Beta1.27

52-Week Range

$17.09

$31.25

Current: $25.89

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 13.1x trailing earnings → 13.3x forward · 5.3% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q1 '264 owners · $234.2M

REDUCEDFirst Eagle$202.5M

NEWThird Avenue Management$29.6M

INCREASEDRay Dalio$1.8M

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

SOLDMairs & Power

Q4 '242 owners · $50.6M

NEWFirst Eagle$50.4M

💰 DCF Calculator

DCF model · 10-yr forecast

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

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

4%analyst est. 4.2%

0%100%

Growth Decay Rate

15%

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

Terminal Growth Rate

3.0%

0%5%

FCF Margin

3.9%current: 3.9%

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 4 superinvestors · 32 congress member trades

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

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

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

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

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

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

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

SELLJefferson ShreveR

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

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

BUYJefferson ShreveR

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

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

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

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

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

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

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

SELLJefferson ShreveR

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

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

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

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