Position in AAON
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$25,978,263
+$9,276,665 QoQ
Shares Held
204,779
+1.5% QoQ
Ownership
0.248%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
#63
of 470 holders
Holding Since
Mar 2026
2 quarters on record
Common Shares in AAON Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Giverny Capital Inc. holds $34,162,461 across 2 Building Products & Equipment names. AAON ranks #1 (76.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AAON |
Aaon, Inc.
This page
|
204,779 | $25,978,263 | |
| 2 | BLDR |
Builders FirstSource, Inc.
|
91,464 | $8,184,198 |
All Filings in AAON
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,978,263 | 204,779 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $16,701,598 | 201,832 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||