Donald Smith & Co. reports 8.81% Harley-Davidson (HOG) stake

Rhea-AI Filing Summary

Donald Smith & Co., Inc., together with DSCO Value Fund, L.P., reports beneficial ownership of 9,279,072 shares of Harley-Davidson, Inc. common stock, representing 8.81% of the class as of June 30, 2026.

Donald Smith & Co., Inc. has sole voting power over 8,969,627 shares and sole dispositive power over 9,184,587 shares; DSCO Value Fund, L.P. has sole voting and dispositive power over 94,485 shares. The economic benefits from these shares belong to advisory clients, each of which, to the adviser’s knowledge, holds less than 5% of Harley-Davidson’s outstanding common stock.

Key Figures

Beneficially owned shares: 9,279,072 shares Percent of class: 8.81% Sole voting power - Donald Smith & Co.: 8,969,627 shares +3 more

6 metrics

Beneficially owned shares 9,279,072 shares Harley-Davidson common stock beneficially owned as of June 30, 2026

Percent of class 8.81% Portion of Harley-Davidson common stock outstanding represented by reported holdings

Sole voting power - Donald Smith & Co. 8,969,627 shares Shares of Harley-Davidson over which Donald Smith & Co. has sole voting power

Sole voting power - DSCO Value Fund 94,485 shares Shares of Harley-Davidson over which DSCO Value Fund, L.P. has sole voting power

Sole dispositive power - Donald Smith & Co. 9,184,587 shares Shares of Harley-Davidson over which Donald Smith & Co. has sole dispositive power

Sole dispositive power - DSCO Value Fund 94,485 shares Shares of Harley-Davidson over which DSCO Value Fund, L.P. has sole dispositive power

Key Terms

beneficially owned, sole voting power, sole dispositive power, Investment Company Act of 1940, +1 more

5 terms

beneficially owned financial

"Amount beneficially owned: 9,279,072"

Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.

sole voting power financial

"Sole power to vote or to direct the vote: Donald Smith & Co., Inc. 8,969,627"

Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.

sole dispositive power financial

"Sole power to dispose or to direct the disposition of: Donald Smith & Co., Inc. 9,184,587"

Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.

Investment Company Act of 1940 regulatory

"A listing of the shareholders of an investment company registered under the Investment Company Act of 1940"

A U.S. federal law that sets the rulebook for pooled investment vehicles such as mutual funds, exchange-traded funds and similar money managers, requiring them to register with regulators, disclose holdings and fees, limit conflicts of interest, and follow governance standards. It matters to investors because these protections and transparency rules act like a referee and scoreboard, helping people compare funds, trust that managers follow fair practices, and spot hidden costs or risks.

advisory clients financial

"securities reported in this schedule owned by advisory clients of Donald Smith & Co., Inc."

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR 08/11/2026 - 03:16 PM Accepted by SEC EDGAR 08/11/2026 - 03:16 PM Learn about SEC filing dates

FAQ

What stake in Harley-Davidson (HOG) does Donald Smith & Co. report?

Donald Smith & Co., Inc. and DSCO Value Fund, L.P. report beneficial ownership of 9,279,072 Harley-Davidson common shares, representing 8.81% of the outstanding common stock as of June 30, 2026.

Who is the reporting person in this Harley-Davidson (HOG) Schedule 13G?

The reporting person is Donald Smith & Co., Inc., a Delaware corporation, together with DSCO Value Fund, L.P., both listing Harley-Davidson, Inc. common stock as the relevant class of securities.

How much voting power does Donald Smith & Co. have over Harley-Davidson (HOG) shares?

Donald Smith & Co., Inc. has sole voting power over 8,969,627 shares, while DSCO Value Fund, L.P. has sole voting power over 94,485 shares. No shared voting power is reported for these positions.

Do any single clients of Donald Smith & Co. hold over 5% of Harley-Davidson (HOG)?

According to the disclosure, for all Harley-Davidson shares held for advisory clients of Donald Smith & Co., no single client beneficially owns more than 5% of the class of Harley-Davidson common stock.

Who receives dividends and sale proceeds from the Harley-Davidson (HOG) shares reported?

Dividends and sale proceeds are ultimately received by Donald Smith & Co.’s institutional clients or their custodians. The adviser does not serve as custodian, and its discretionary authority can be revoked by clients at any time.

Which entities are identified as a group in the Harley-Davidson (HOG) ownership report?

The report identifies Donald Smith & Co., Inc. (an investment adviser) and DSCO Value Fund, L.P. as members of a group with respect to their beneficial ownership of Harley-Davidson common stock.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

HARLEY-DAVIDSON, INC.

(Name of Issuer)

Common

(Title of Class of Securities)

412822108

(CUSIP Number)

06/30/2026

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): 412822108

1

Names of Reporting Persons

DONALD SMITH & CO., INC.

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 8,969,627.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 9,184,587.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

9,279,072.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

8.8 %

12

Type of Reporting Person (See Instructions)

IA

SCHEDULE 13G

CUSIP Number(s): 412822108

1

Names of Reporting Persons

DSCO Value Fund, L.P.

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 94,485.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 94,485.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

9,279,072.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

8.8 %

12

Type of Reporting Person (See Instructions)

PN

SCHEDULE 13G

Item 1.
(a)	Name of issuer: HARLEY-DAVIDSON, INC.
(b)	Address of issuer's principal executive offices: 3700 W JUNEAU AVE, MILWAUKEE, WISCONSIN, 53208.
Item 2.
(a)	Name of person filing: Donald Smith & Co.,Inc.
(b)	Address or principal business office or, if none, residence: 152 West 57th Street New York, NY 10019
(c)	Citizenship: A Delaware Corporation
(d)	Title of class of securities: Common
(e)	CUSIP Number(s): 412822108
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 9,279,072
(b)	Percent of class: 8.81%
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: Donald Smith & Co., Inc. 8,969,627 DSCO Value Fund, L.P. 94,485
	(ii) Shared power to vote or to direct the vote: SEE ITEM 6
	(iii) Sole power to dispose or to direct the disposition of: Donald Smith & Co., Inc. 9,184,587 DSCO Value Fund, L.P. 94,485
	(iv) Shared power to dispose or to direct the disposition of: SEE ITEM 6
Item 5.	Ownership of 5 Percent or Less of a Class.
	Not Applicable
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	If any other person is known to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities, a statement to that effect should be included in response to this item and, if such interest relates to more than 5 percent of the class, such person should be identified. A listing of the shareholders of an investment company registered under the Investment Company Act of 1940 or the beneficiaries of employee benefit plan, pension fund or endowment fund is not required. Donald Smith & Co., Inc. does not serve as custodian of the assets of any of its clients; accordingly, in each instance only the client or the client?s custodian or trustee bank has the right to receive dividends paid with respect to, and proceeds from the sale of, such securities. The ultimate power to direct the receipt of dividends paid with respect to, and the proceeds from the sale of, such securities, is vested in the institutional clients which Donald Smith & Co., Inc. serves as investment advisor. Any and all discretionary authority which has been delegated to Donald Smith & Co., Inc. may be revoked in whole or in part at any time. To the knowledge of Donald Smith & Co., Inc., with respect to all securities reported in this schedule owned by advisory clients of Donald Smith & Co., Inc., not more than 5% of the class of such securities is owned by any one client. 2. With respect to the remaining securities owned, various persons have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, the Common Stock of Harley Davidson Inc. No one person?s interest in the Common Stock of Harley Davidson Inc. is more than five percent of the total outstanding Common Stock.
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	If a group has filed this schedule pursuant to §240.13d-1(b)(1)(ii)(K), so indicate under Item 3(k) and attach an exhibit stating the identity and Item 3 classification of each member of the group. If a group has filed this schedule pursuant to §240.13d-1(c) or §240.13d-1(d), attach an exhibit stating the identity of each member of the group. Donald Smith & Co., Inc. IA DSCO Value Fund, L.P. PN
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

DONALD SMITH & CO., INC.

Signature:	Richard L. Greenberg
Name/Title:	CEO and Co-CIO
Date:	08/11/2026

DSCO Value Fund, L.P.

Signature:	Richard L. Greenberg
Name/Title:	CEO and Co-CIO
Date:	08/11/2026