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Spyglass Capital Management LLC

Position in AAON — Aaon, Inc.

CIK 1654344 San Francisco, CA

Position in AAON

as of Mar 31, 2026 · filed May 18, 2026
Position Value
$71,069,010
-$20,348,716 QoQ
Shares Held
858,840
-28.4% QoQ
Ownership
1.05%
of shares outstanding
% of Portfolio
5.03%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in AAON Over Time

Shares Held

Position Value (USD)

Position in Building Products & Equipment

Industrials · as of Mar 31, 2026

Spyglass Capital Management LLC holds $71,069,010 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
858,840 $71,069,010

All Filings in AAON

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5 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $71,069,010 858,840
2025-12-31 $91,417,726 1,198,921
2025-09-30 $99,874,184 1,068,859
2025-06-30 $52,536,255 712,356
2025-03-31 $48,510,526 620,895