Position
SUMMITRY LLC in Aaon, Inc.
Back to the book · All holders of AAON
Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.
Latest estimated mark $49.6K$76.25 → $82.75
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 7.63K | $582.2K | — | — | — | 0.0% |
| Q1 2026 | 7.83K | $648K | $82.75 | $49.6K | $16.1K | 0.0% |