Spyglass Capital Management’s Aaon AAON Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$52.5M	Buy	712,356 +91,461	+15%	+$6.75M	3.1%	20
2025 Q1	$48.5M	Buy	+620,895	New	+$48.5M	3.33%	16