Giverny Capital AAON trades
Francois Rochon
Francois Rochon AAON Inc stake
total: 126
Trades details
- Total transactions:
- 2
- New positions:
- 1
- Added:
- 1
- Held since:
- 2026 Q1
- Held for:
- 2 quarters
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, Francois Rochon holds 204,779 AAON Inc (AAON) shares with a market value of roughly $25.98M accounting for 0.87% of the overall portfolio. To date, the estimated cost basis is nearly $83.39 for "buy" trades. Giverny Capital first purchased AAON in 2026 Q1, initially acquiring 201,832 shares. Since the initial investment in AAON Inc (AAON), Giverny Capital has made 1 more transaction.
When did Francois Rochon buy AAON Inc (AAON)?
Francois Rochon first invested in AAON Inc (AAON) in 2026 Q1 at the reported quarter-end price of $82.75 per share.
What's the cost basis of Giverny Capital's AAON stake?
The estimated cost basis for AAON Inc (AAON) stake is around $83.39 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $83.38
Francois Rochon's historical trades in AAON Inc
2 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
0.87%
|
204,779
|
$126.86
|
$25,978,264
|
+1.46% (+2,947)
|
+0.01%
|
|
2026 Q1
|
0.61%
|
201,832
|
$82.75
|
$16,701,598
|
new
|
+0.61%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.