Curi Capital, LLC

Position in AAON — Aaon, Inc.

CIK 1332905 CHICAGO, IL

Position in AAON

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$8,328,870

+$810,315 QoQ

Shares Held

100,651

+2.1% QoQ

Ownership

0.123%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 99.8807761472812.ToString("F0")% Shared 0.ToString("F0")% None 0.11922385271880061.ToString("F0")%

Industrials · as of Mar 31, 2026

Curi Capital, LLC holds $23,316,734 across 8 Building Products & Equipment names. AAON ranks #1 (35.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AAON	Aaon, Inc. This page	100,651	$8,328,870
2	CSL	Carlisle Companies Inc	20,483	$6,833,537
3	TT	Trane Technologies plc	11,526	$4,803,345
4	CARR	CARRIER GLOBAL Corp	16,050	$903,774
5	LII	Lennox International Inc	1,614	$749,105
6	OC	Owens Corning	5,847	$632,762
7	JCI	Johnson Controls International plc	4,140	$542,132
8	TREX	Trex Co Inc	14,366	$523,209

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$8,328,870	100,651	+2.1%	Shares	Other	2026-05-15
2025-12-31	$7,518,555	98,604	-1.6%	Shares	Sole	2026-02-17
2025-09-30	$9,363,902	100,213	+7.2%	Shares	Other	2025-11-13
2025-06-30	$6,896,288	93,509	+0.6%	Shares	Other	2025-08-14
2025-03-31	$7,264,605	92,981	+402.5%	Shares	Sole	2025-05-15
2024-12-31	$2,177,433	18,503	+0.5%	Shares	Sole	2025-02-13
2024-09-30	$1,984,579	18,403	0.0%	Shares	Sole	2024-11-06
2024-06-30	$1,605,477	18,403	0.0%	Shares	Sole	2024-08-13
2024-03-31	$1,621,304	18,403	+37.3%	Shares	Sole	2024-05-15
2023-12-31	$989,931	13,401	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.