Francois Rochon's AAON Position Overview
Francois Rochon (via Giverny Capital Inc.) currently holds 201,832 shares of AAON, Inc. (AAON) worth $16.7 M, representing 0.61% of the portfolio. First purchased in 2026-Q1, this recently established position has been held for 1 quarters.
Based on recent 13F filings, Francois Rochon has initiated a new position in AAON, representing a fresh investment thesis on this company. Insufficient history to summarize additions or reductions.
Analysis based on 13F filings available since 2013 Q2
Francois Rochon's AAON (AAON) Holding Value Over Time
Track share changes against reported price movement
Quarterly AAON (AAON) Trades by Francois Rochon
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +201,832 | New Buy | 201,832 | $82.75 |
Francois Rochon's AAON Investment FAQs
Francois Rochon first purchased AAON, Inc. (AAON) in Q1 2026, acquiring 201,832 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Francois Rochon has held AAON, Inc. (AAON) for 1 quarters since Q1 2026.
Francois Rochon's largest addition to AAON, Inc. (AAON) was in Q1 2026, adding 201,832 shares worth $16.7 M.
According to the latest 13F filing for Q1 2026, Francois Rochon's firm, Giverny Capital Inc., owns 201,832 shares of AAON, Inc. (AAON), valued at approximately $16.7 M.
As of the Q1 2026 filing, AAON, Inc. (AAON) represents approximately 0.61% of Francois Rochon's publicly disclosed stock portfolio, making it one of their key holdings.
Francois Rochon's peak holding in AAON, Inc. (AAON) was 201,832 shares, as reported at the end of Q1 2026.