GENEVA CAPITAL MANAGEMENT LLC

Position in AAON — Aaon, Inc.

CIK 1009232 MILWAUKEE, WI

Back to AAON Full portfolio

Position in AAON

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$152,338,815

+$9,873,851 QoQ

Shares Held

1,200,842

-30.2% QoQ

Ownership

1.46%

of shares outstanding

% of Portfolio

3.56%

of 13F equity value

Holder Rank

#11

of 470 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Common Shares in AAON Over Time

Shares Held

Position Value (USD)

Position in Building Products & Equipment

Industrials · as of Jun 30, 2026

GENEVA CAPITAL MANAGEMENT LLC holds $309,369,725 across 5 Building Products & Equipment names. AAON ranks #1 (49.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AAON	Aaon, Inc. This page	1,200,842	$152,338,815
2	SPXC	SPX Technologies, Inc.	304,729	$74,710,408
3	WMS	Advanced Drainage Systems, Inc.	245,893	$38,595,364
4	TREX	Trex Co Inc	588,319	$29,439,482
5	LMB	Limbach Holdings, Inc.	185,528	$14,285,656

All Filings in AAON

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$152,338,815	1,200,842	-30.2%	Shares	Other	2026-08-06
2026-03-31	$142,464,964	1,721,631	-6.9%	Shares	Sole	2026-05-06
2025-12-31	$141,035,277	1,849,643	-8.6%	Shares	Sole	2026-02-12
2025-09-30	$189,042,761	2,023,146	-0.7%	Shares	Sole	2025-11-13
2025-06-30	$150,210,458	2,036,752	+7.3%	Shares	Other	2025-08-05
2025-03-31	$148,269,488	1,897,728	+13.1%	Shares	Sole	2025-05-09
2024-12-31	$197,456,918	1,677,914	-1.2%	Shares	Sole	2025-02-06
2024-09-30	$183,134,641	1,698,207	+1.5%	Shares	Other	2024-11-05
2024-06-30	$146,024,317	1,673,823	+0.1%	Shares	Sole	2024-08-14
2024-03-31	$147,290,777	1,671,859	-1.8%	Shares	Sole	2024-05-03
2023-12-31	$125,774,089	1,702,641	+0.8%	Shares	Sole	2024-02-07
2023-09-30	$96,040,747	1,688,777	+49.5%	Shares	Sole	2023-11-13
2023-06-30	$107,069,841	1,129,309	-0.2%	Shares	Sole	2023-08-01
2023-03-31	$109,460,718	1,132,079	+1.8%	Shares	Sole	2023-05-15
2022-12-31	$83,726,409	1,111,610	-0.2%	Shares	Sole	2023-02-07
2022-09-30	$59,996,672	1,113,524	+4.2%	Shares	Sole	2022-11-02
2022-06-30	$58,527,101	1,068,792	-0.5%	Shares	Sole	2022-08-02
2022-03-31	$59,837,413	1,073,703	+10.7%	Shares	Sole	2022-05-02
2021-12-31	$77,041,966	969,936	-2.1%	Shares	Sole	2022-02-02
2021-09-30	$64,753,703	991,027	-0.4%	Shares	Sole	2021-11-08
2021-06-30	$62,275,846	994,980	-1.3%	Shares	Sole	2021-08-11
2021-03-31	$70,591,311	1,008,304	-1.9%	Shares	Sole	2021-05-03
2020-12-31	$68,478,048	1,027,736	+2.6%	Shares	Sole	2021-02-02
2020-09-30	$60,334,098	1,001,395	+2.4%	Shares	Sole	2020-11-12
2020-06-30	$53,071,520	977,557	+3.2%	Shares	Sole	2020-08-13
2020-03-31	$45,789,336	947,628	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.