Position in AAON
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$13,425,339
+$5,096,469 QoQ
Shares Held
105,828
+5.1% QoQ
Ownership
0.128%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#89
of 473 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AAON Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Curi Capital, LLC holds $36,063,098 across 8 Building Products & Equipment names. AAON ranks #1 (37.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AAON |
Aaon, Inc.
This page
|
105,828 | $13,425,339 | |
| 2 | CSL |
Carlisle Companies Inc
|
30,236 | $10,968,108 | |
| 3 | TT |
Trane Technologies plc
|
11,474 | $5,635,569 | |
| 4 | OC |
Owens Corning
|
17,230 | $2,738,880 | |
| 5 | CARR |
CARRIER GLOBAL Corp
|
16,727 | $1,226,925 | |
| 6 | LII |
Lennox International Inc
|
1,528 | $875,467 | |
| 7 | TREX |
Trex Co Inc
|
14,333 | $717,223 | |
| 8 | JCI |
Johnson Controls International plc
|
3,255 | $475,587 |
All Filings in AAON
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,425,339 | 105,828 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $8,328,870 | 100,651 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $7,518,555 | 98,604 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $9,363,902 | 100,213 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $6,896,288 | 93,509 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $7,264,605 | 92,981 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,177,433 | 18,503 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,984,579 | 18,403 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,605,477 | 18,403 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,621,304 | 18,403 | 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. | ||||||