L2 Asset Management, LLC

Position in AAON — Aaon, Inc.

CIK 1686988 Wayland, MA

Position in AAON

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,299,426

-$888,401 QoQ

Shares Held

10,243

-61.3% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#205

of 470 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

L2 Asset Management, LLC holds $6,386,863 across 5 Building Products & Equipment names. AAON ranks #2 (20.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CSL	Carlisle Companies Inc	10,001	$3,627,862
2	AAON	Aaon, Inc. This page	10,243	$1,299,426
3	TT	Trane Technologies plc	1,264	$620,826
4	JCI	Johnson Controls International plc	3,493	$510,362
5	CARR	CARRIER GLOBAL Corp	4,477	$328,387

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,299,426	10,243	-61.3%	Shares	Sole	2026-08-13
2026-03-31	$2,187,827	26,439	+149.0%	Shares	Sole	2026-05-15
2025-12-31	$809,546	10,617	+70.0%	Shares	Sole	2026-02-17
2025-09-30	$583,439	6,244	+106.3%	Shares	Sole	2025-11-14
2025-06-30	$223,241	3,027	—	Shares	Sole	2025-08-14
No filing history on record for this holder in this stock.