Position in AAON
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$142,464,964
+$1,429,687 QoQ
Shares Held
1,721,631
-6.9% QoQ
Ownership
2.10%
of shares outstanding
% of Portfolio
3.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 95.48474673144244.ToString("F0")%
Shared 0.ToString("F0")%
None 4.515253268557548.ToString("F0")%
Common Shares in AAON Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Mar 31, 2026GENEVA CAPITAL MANAGEMENT LLC holds $303,277,260 across 6 Building Products & Equipment names. AAON ranks #1 (47.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AAON |
Aaon, Inc.
This page
|
1,721,631 | $142,464,964 | |
| 2 | SPXC |
SPX Technologies, Inc.
|
388,434 | $77,663,493 | |
| 3 | WMS |
Advanced Drainage Systems, Inc.
|
255,923 | $35,094,720 | |
| 4 | TREX |
Trex Co Inc
|
749,658 | $27,302,544 | |
| 5 | LMB |
Limbach Holdings, Inc.
|
236,090 | $18,426,823 | |
| 6 | FBIN |
Fortune Brands Innovations, Inc.
|
59,654 | $2,324,716 |
All Filings in AAON
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $142,464,964 | 1,721,631 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $141,035,277 | 1,849,643 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $189,042,761 | 2,023,146 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $150,210,458 | 2,036,752 | Shares | Other | 2025-08-05 | |
| 2025-03-31 | $148,269,488 | 1,897,728 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $197,456,918 | 1,677,914 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $183,134,641 | 1,698,207 | Shares | Other | 2024-11-05 | |
| 2024-06-30 | $146,024,317 | 1,673,823 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $147,290,777 | 1,671,859 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $125,774,089 | 1,702,641 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $96,040,747 | 1,688,777 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $71,379,894 | 1,129,309 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $72,973,811 | 1,132,079 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $55,817,605 | 1,111,610 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $39,997,781 | 1,113,524 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $39,018,068 | 1,068,792 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $39,891,608 | 1,073,703 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $51,361,311 | 969,936 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $43,169,135 | 991,027 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $41,517,230 | 994,980 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $47,060,874 | 1,008,304 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $45,652,032 | 1,027,736 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $40,222,732 | 1,001,395 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $35,381,013 | 977,557 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $30,526,224 | 947,628 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||