EULAV Asset Management

Position in AAON — Aaon, Inc.

CIK 1540826 SARASOTA, FL

Position in AAON

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$26,450,310

+$9,196,935 QoQ

Shares Held

208,500

0.0% QoQ

Ownership

0.253%

of shares outstanding

% of Portfolio

0.84%

of 13F equity value

Holder Rank

#60

of 473 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

EULAV Asset Management holds $164,624,278 across 5 Building Products & Equipment names. AAON ranks #3 (16.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LII	Lennox International Inc	125,300	$71,790,635
2	SPXC	SPX Technologies, Inc.	145,900	$35,770,303
3	AAON	Aaon, Inc. This page	208,500	$26,450,310
4	TT	Trane Technologies plc	48,000	$23,575,680
5	CSL	Carlisle Companies Inc	19,400	$7,037,350

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$26,450,310	208,500	0.0%	Shares	Sole	2026-07-29
2026-03-31	$17,253,375	208,500	0.0%	Shares	Sole	2026-05-07
2025-12-31	$15,898,125	208,500	0.0%	Shares	Sole	2026-02-11
2025-09-30	$19,482,240	208,500	0.0%	Shares	Sole	2025-10-28
2025-06-30	$15,376,875	208,500	0.0%	Shares	Sole	2025-08-12
2025-03-31	$16,290,105	208,500	0.0%	Shares	Sole	2025-04-30
2024-12-31	$24,536,280	208,500	0.0%	Shares	Sole	2025-01-28
2024-09-30	$22,484,640	208,500	0.0%	Shares	Sole	2024-11-08
2024-06-30	$18,189,540	208,500	0.0%	Shares	Sole	2024-08-13
2024-03-31	$18,368,850	208,500	0.0%	Shares	Sole	2024-05-30
2023-12-31	$15,401,895	208,500	0.0%	Shares	Sole	2024-02-14
2023-09-30	$11,857,395	208,500	+68.6%	Shares	Sole	2023-11-14
2023-06-30	$11,728,003	123,700	0.0%	Shares	Sole	2023-08-10
2023-03-31	$11,960,553	123,700	0.0%	Shares	Sole	2023-04-27
2022-12-31	$9,317,077	123,700	0.0%	Shares	Sole	2023-02-14
2022-09-30	$6,664,956	123,700	-0.0%	Shares	Sole	2022-11-04
2022-06-30	$6,776,391	123,747	0.0%	Shares	Sole	2022-07-22
2022-03-31	$6,896,414	123,747	+3.6%	Shares	Sole	2022-05-10
2021-12-31	$9,487,669	119,447	0.0%	Shares	Sole	2022-02-11
2021-09-30	$7,804,666	119,447	+0.3%	Shares	Sole	2021-11-15
2021-06-30	$7,457,416	119,147	+0.0%	Shares	Sole	2021-08-06
2021-03-31	$8,338,185	119,100	0.0%	Shares	Sole	2021-04-30
2020-12-31	$7,935,633	119,100	0.0%	Shares	Sole	2021-02-16
2020-09-30	$7,175,780	119,100	0.0%	Shares	Sole	2020-11-05
2020-06-30	$6,465,933	119,100	0.0%	Shares	Sole	2020-08-11
2020-03-31	$5,754,906	119,100	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.