Position in AAON
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$296,664,266
+$108,977,502 QoQ
Shares Held
2,338,517
+3.1% QoQ
Ownership
2.85%
of shares outstanding
% of Portfolio
1.96%
of 13F equity value
Holder Rank
#1
of 112 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 70%
Shared 0%
None 30%
Common Shares in AAON Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026WASATCH ADVISORS LP holds $655,781,586 across 7 Building Products & Equipment names. AAON ranks #1 (45.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AAON |
Aaon, Inc.
This page
|
2,338,517 | $296,664,266 | |
| 2 | TREX |
Trex Co Inc
|
3,757,238 | $188,012,189 | |
| 3 | ARLO |
Arlo Technologies, Inc.
|
5,915,935 | $79,746,803 | |
| 4 | NPKI |
NPK International Inc.
|
2,811,593 | $44,732,444 | |
| 5 | LMB |
Limbach Holdings, Inc.
|
380,863 | $29,326,451 | |
| 6 | SWIM |
Latham Group, Inc.
|
2,524,359 | $16,332,602 | |
| 7 | BLDR |
Builders FirstSource, Inc.
|
10,805 | $966,831 |
All Filings in AAON
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $296,664,266 | 2,338,517 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $187,686,764 | 2,268,118 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $139,645,317 | 1,831,414 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $199,864,328 | 2,138,959 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $124,076,926 | 1,682,399 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $137,389,182 | 1,758,469 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $185,614,898 | 1,577,285 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $201,309,888 | 1,866,746 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $117,042,405 | 1,341,614 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $89,873,893 | 1,020,135 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $75,706,408 | 1,024,860 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $55,496,760 | 975,853 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $61,735,090 | 651,145 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $78,727,802 | 814,229 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $54,615,700 | 725,116 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $40,192,594 | 745,965 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $39,910,548 | 728,826 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $46,530,217 | 834,923 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $66,861,987 | 841,773 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $57,849,814 | 885,366 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $55,581,403 | 888,023 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $62,572,793 | 893,770 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $57,524,077 | 863,336 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $52,874,781 | 877,589 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $47,952,901 | 883,274 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $47,187,861 | 976,571 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||