Position in AAON
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$95,169,862
+$29,994,556 QoQ
Shares Held
750,196
-4.8% QoQ
Ownership
0.910%
of shares outstanding
% of Portfolio
1.97%
of 13F equity value
Holder Rank
#22
of 473 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 63%
Shared 19%
None 18%
Common Shares in AAON Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Copeland Capital Management, LLC holds $119,955,118 across 2 Building Products & Equipment names. AAON ranks #1 (79.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AAON |
Aaon, Inc.
This page
|
750,196 | $95,169,862 | |
| 2 | CSL |
Carlisle Companies Inc
|
68,326 | $24,785,256 |
All Filings in AAON
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $95,169,862 | 750,196 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $65,175,306 | 787,617 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $60,998,244 | 799,977 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $68,035,906 | 728,124 | Shares | Sole | 2025-10-17 | |
| No filing history on record for this holder in this stock. | ||||||