H-D International Holdings Group

• Polaris Capital Management Second Quarter 2026 International Equity Composite Commentary ↗ Polaris International Equity Composite sold HD Hyundai Electric and SKF, added Astor Transformator Enerji, Fujifilm Holdings and UniCredit, and attributed IT strength to demand for memory chips. The portfolio sees concentrated growth leadership, sticky inflation and the Iran truce creating valuation dislocations among cash-generative international businesses. Second Quarter 2026 ENI $85BHDIH IX $40B +6
• Greenhaven Road Capital Q1 2024 ↗ Greenhaven Road Capital concentrates its case on PAR Technology’s restaurant software rollout and acquisitions, arguing that Burger King, Wendy’s and overseas expansion can turn contracted recurring revenue and new products into cash generation. It also backs Cellebrite, KKR, Burford and IWG on durable demand, while exiting Sphere after its venue-opening thesis matured. first quarter 2024 PAR $611MANY $33MBUR $772M +3

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