Position in AAON
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$118,852,832
+$11,824,672 QoQ
Shares Held
1,436,288
+2.3% QoQ
Ownership
1.75%
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
7 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in AAON Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Mar 31, 2026Impax Asset Management Group plc holds $757,838,905 across 8 Building Products & Equipment names. AAON ranks #3 (15.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMS |
Advanced Drainage Systems, Inc.
|
1,927,510 | $264,319,446 | |
| 2 | MAS |
Masco Corp /De/
|
2,377,161 | $143,509,209 | |
| 3 | AAON |
Aaon, Inc.
This page
|
1,436,288 | $118,852,832 | |
| 4 | TT |
Trane Technologies plc
|
228,808 | $95,353,445 | |
| 5 | CARR |
CARRIER GLOBAL Corp
|
1,176,257 | $66,235,031 | |
| 6 | TREX |
Trex Co Inc
|
1,766,368 | $64,331,122 | |
| 7 | LII |
Lennox International Inc
|
8,352 | $3,876,413 | |
| 8 | OC |
Owens Corning
|
12,580 | $1,361,407 |
All Filings in AAON
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $118,852,832 | 1,436,288 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $107,028,160 | 1,403,648 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $85,595,431 | 916,047 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $43,313,080 | 587,296 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $36,709,380 | 469,850 | Shares | Defined | 2025-04-29 | |
| 2024-09-30 | $5,931,200 | 55,000 | Shares | Defined | 2024-11-06 | |
| 2024-06-30 | $7,851,600 | 90,000 | Shares | Defined | 2024-11-08 | |
| No filing history on record for this holder in this stock. | ||||||