Giverny Capital
AAON · Homes & buildings

AAON

Makes heating and cooling systems for big buildings.
Bought more
Giverny Capital owns 204,779 shares of AAON, worth about $26 million. That’s less than $1 of every $100 they have in stocks. Between April and June they bought 2,947 more (up 1%).
Mar 31
201,832
Jun 30
204,779

The numbers

Shares they own
204,779
Change since Mar 31
+2,947
+1.5%
Shares on Mar 31
201,832
Value on Jun 30, 2026
$25,978,264
about $26 million
Share of their money
0.9%
less than $1 of every $100 · 29th of 49
Price per share on Jun 30
$126.86
Cost of the shares they added
about $373,856
at the Jun 30 price
Kind
Shares
Also owned by
No other fund we follow
More about AAON
The value uses the price on Jun 30, 2026. The fund may have paid a different price.
Not investment advice. Holdings come from public SEC reports and the funds’ own letters, and can be up to 4½ months old. How this works