AAON, Inc. (NASDAQ:AAON) Q1 2026 Earnings Call Transcript
Operator: Hello, and welcome to the AAON,Inc. First Quarter 2026 Earnings Conference Call. [Operator Instructions].
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Impax Asset Management Ian Simm | 1,436,288 | $118,852,865 | +3% | 0.83% |
| 2. | BAMCO Inc. Ron Baron | 844,377 | $69,872,197 | +15% | 0.21% |
| 3. | Royce & Associates Chuck Royce | 472,482 | $39,097,886 | +2% | 0.39% |
| 4. | Citadel Investment Group Ken Griffin | 375,367 | $31,061,619 | -5% | 0.01% |
| 5. | Rima Senvest Management Richard Mashaal | 310,740 | $25,713,735 | +64% | 0.85% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $77.59 | 4,141 | $321,300.19 | 15,212 | 2025-12-12 | Filing | |
| $80.85 | 1,000 | $80,850.00 | 12,730 | 2025-12-12 | Filing | |
| $82.25 | 1,000 | $82,250.00 | 11,730 | 2025-12-11 | Filing | |
| $81.70 | 428 | $34,967.60 | 1,783 | 2025-09-12 | Filing | |
| $80.86 | 1,000 | $80,860.00 | 3,000 | 2025-03-05 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $140.39 | 3,000 | $421,170.00 | 10,997 | 2026-05-26 | Filing | |
| $140.34 | 21,173 | $2,971,418.82 | 34,252 | 2026-05-26 | Filing | |
| $138.31 | 1,069 | $147,853.39 | 13,463 | 2026-05-14 | Filing | |
| $138.30 | 2,084 | $288,217.20 | 13,463 | 2026-05-14 | Filing | |
| $135.37 | 8,000 | $1,082,960.00 | 114,371 | 2026-05-13 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 7,977,164 | $660,110,322 | 0.12% | |
| 2. | 6,560,422 | $542,874,893 | 0.01% | |
| 3. | 3,099,121 | $256,452,263 | 0% | |
| 4. | 2,908,091 | $240,644,530 | 0.01% | |
| 5. | 2,268,118 | $187,686,765 | 1.25% |