Position in AAON
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$98,523,154
+$27,454,144 QoQ
Shares Held
776,629
-9.6% QoQ
Ownership
0.942%
of shares outstanding
% of Portfolio
5.33%
of 13F equity value
Holder Rank
#21
of 473 holders
Holding Since
Mar 2025
6 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, 2026Spyglass Capital Management LLC holds $98,523,154 across 1 Building Products & Equipment name. AAON ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AAON |
Aaon, Inc.
This page
|
776,629 | $98,523,154 |
All Filings in AAON
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $98,523,154 | 776,629 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $71,069,010 | 858,840 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $91,417,726 | 1,198,921 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $99,874,184 | 1,068,859 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $52,536,255 | 712,356 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $48,510,526 | 620,895 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||