AAON
Aaon Inc
2 super-investors hold AAON worth a combined $48M. The largest position: Francois Rochon at 0.6% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 33 — ranked #263 of 724 scored stocks.
Why super-investors own AAON
Francois Rochon initiated a new position in AAON in 2026Q1, making him the only meaningful holder in the cohort by concentration, with the stock representing 0.6% of his portfolio at roughly $17M. Joel Greenblatt also holds a position ($31M) but at a negligible portfolio weight, suggesting a quantitative rather than high-conviction placement. The cohort owner count sat at just one for the prior eight quarters before Rochon's entry, so interest is technically rising from a low base — though with only two holders and a combined $48M, AAON remains a fringe name among tracked super-investors. No existing holders added or trimmed this quarter.
AI-synthesized from 13F filings. Not investment advice.
Owners (2) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | <0.1% | 40q | $31M | 375,367 |
| 2 | Francois Rochon | 0.6% | — 1q | $17M | 201,832 |
Owners of AAON also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Francois Rochon | NEW | 0.6% | +100% | $17M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 000360206. Not investment advice.