Donald Smith & Co., Inc. filed a Schedule 13G with the SEC on November 13, 2026, disclosing a beneficial ownership position in Harley-Davidson, Inc. common stock as of September 30, 2026.

Key Highlights

  • Aggregate beneficial ownership: Donald Smith & Co., Inc. and DSCO Value Fund, L.P. together reported 9,269,565 shares of Harley-Davidson common stock.
  • Percent of class: The aggregate position represents 8.9% of the outstanding class, as stated in the filing's coverage table, and 8.91% as stated in Item 4(b).
  • Sole voting power: Donald Smith & Co., Inc. reported sole voting power over 8,950,087 shares; DSCO Value Fund, L.P. reported sole voting power over 95,518 shares.
  • Sole dispositive power: Donald Smith & Co., Inc. reported sole dispositive power over 9,174,047 shares; DSCO Value Fund, L.P. reported sole dispositive power over 95,518 shares.
  • Reporting persons: Donald Smith & Co., Inc. is classified as an investment adviser (IA); DSCO Value Fund, L.P. is classified as a limited partnership (PN), both incorporated in Delaware.
  • Triggering event date: The event requiring this filing occurred on September 30, 2026.

Donald Smith & Co. Discloses Large Passive Position in Harley-Davidson Common Stock

According to the Schedule 13G filed on NYSE:HOG issuer Harley-Davidson, Inc. (CUSIP 412822108), Donald Smith & Co., Inc., a Delaware-incorporated investment adviser headquartered at 152 West 57th Street, New York, NY 10019, reported an aggregate beneficial ownership of 9,269,565 shares of Harley-Davidson common stock as of September 30, 2026. The filing identifies Harley-Davidson's principal executive offices at 3700 W Juneau Ave, Milwaukee, Wisconsin 53208. The company is a manufacturer of motorcycles and related products.

The filing discloses that Donald Smith & Co., Inc. held sole voting power over 8,950,087 shares and sole dispositive power over 9,174,047 shares. Its affiliated limited partnership, DSCO Value Fund, L.P., held sole voting and sole dispositive power over 95,518 shares, with both entities reporting no shared voting or shared dispositive power. The Schedule 13G was signed by Richard L. Greenberg, CEO and Co-CIO, on behalf of both reporting persons.

The filing states, in Item 6, that Donald Smith & Co., Inc. "does not serve as custodian of the assets of any of its clients" and that "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." The filing further notes that no single advisory client owns more than 5% of the class. The certifications included confirm the securities "were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer."

What Was Disclosed

Donald Smith & Co., Inc. and DSCO Value Fund, L.P. filed a Schedule 13G reporting combined beneficial ownership of 9,269,565 shares, equal to 8.9% of Harley-Davidson common stock, as of September 30, 2026, with the filing submitted November 13, 2026.