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Written by Robert Izquierdo for The Motley Fool->
Robinson Value Management bought 158,986 shares at an estimated trade size of $3.12 million based on the quarterly average price.
The quarter-end position value rose by $3.21 million, reflecting both the new stake and stock price moves.
The position accounts for 1.79% of fund AUM, placing it outside the fund's top five holdings.
According to an SEC filing dated May 5, 2026, Robinson Value Management, Ltd. initiated a new stake in Harley-Davidson (NYSE:HOG), buying 158,986 shares in the first quarter.
The estimated transaction value was $3.12 million, calculated using the average unadjusted closing price within the quarter. At quarter-end, the position’s value was $3.21 million, reflecting both trading activity and price movement.
Harley-Davidson is a leading manufacturer of heavyweight motorcycles, leveraging a globally recognized brand and a diversified revenue base that includes both product sales and financial services.
The company maintains a strong presence in the recreational vehicles market, supported by a broad dealer network and a loyal customer base. Strategic focus on brand heritage, product innovation, and integrated financial solutions helps sustain its competitive position in the industry.
The Q1 purchase of Harley-Davidson stock by San Antonio-based Robinson Value Management is a noteworthy event because it represents a new position in the motorcycle company. This suggests the investment advisory firm is bullish on Harley-Davidson.
Shares of Harley-Davidson plunged to a 52-week low of $17.09 on March 19, which may have prompted Robinson to scoop up the stock. The share price decline makes sense given the company reported fourth quarter revenue of $496 million, a significant 28% fall from the prior year’s $688 million.
Harley-Davidson stock rebounded recently as it reported Q1 earnings of $1.2 billion. While that’s down 12% year over year, the company saw Q1 global retail sales grow 8% as it took action to drive demand and improve inventory levels.
The increase in Harley-Davidson shares means it’s no longer the bargain it was in Q1. However, its price-to-earnings ratio of eight is down from the peak over the past year, and its robust dividend yield suggests it may be an appealing stock for income-focused investors.
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Robert Izquierdo has positions in Qualcomm. The Motley Fool has positions in and recommends Qualcomm. The Motley Fool recommends Harley-Davidson. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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