Chris Davis's OC Position Overview
Chris Davis (via Davis Selected Advisers) currently holds 2.05 M shares of Owens Corning (OC) worth $229.03 M, representing 1.03% of the portfolio. First purchased in 2018-Q4, this long-term strategic position has been held for 29 quarters.
Based on 13F filings, Chris Davis has maintained a strategic position in OC, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2022, adding 2.73 M shares. Largest reduction occurred in Q4 2023, reducing 998,816 shares.
Analysis based on 13F filings available since 2013 Q2
Chris Davis's Owens Corning (OC) Holding Value Over Time
Track share changes against reported price movement
Quarterly Owens Corning (OC) Trades by Chris Davis
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2018 | +337,051 | New Buy | 337,051 | $43.92 |
| Q1 2019 | +4,461 | Add 1.32% | 341,512 | $47.12 |
| Q2 2019 | -5,768 | Reduce 1.69% | 335,744 | $58.20 |
| Q3 2019 | -5,862 | Reduce 1.75% | 329,882 | $63.20 |
| Q4 2019 | -17,865 | Reduce 5.42% | 312,017 | $65.12 |
| Q1 2020 | +395,309 | Add 126.69% | 707,326 | $38.81 |
| Q2 2020 | +47,945 | Add 6.78% | 755,271 | $55.76 |
| Q3 2020 | +1,740 | Add 0.23% | 757,011 | $68.81 |
| Q4 2020 | -50,497 | Reduce 6.67% | 706,514 | $75.76 |
| Q1 2021 | -8,202 | Reduce 1.16% | 698,312 | $92.09 |
| Q2 2021 | -246 | Reduce 0.04% | 698,066 | $97.90 |
| Q3 2021 | -22,765 | Reduce 3.26% | 675,301 | $85.50 |
| Q4 2021 | -3,535 | Reduce 0.52% | 671,766 | $90.50 |
| Q1 2022 | -5,470 | Reduce 0.81% | 666,296 | $91.50 |
| Q2 2022 | +2.73 M | Add 409.61% | 3.4 M | $74.31 |
| Q3 2022 | -22,364 | Reduce 0.66% | 3.37 M | $78.61 |
| Q4 2022 | +234,900 | Add 6.96% | 3.61 M | $85.30 |
| Q1 2023 | -4,159 | Reduce 0.12% | 3.6 M | $95.80 |
| Q2 2023 | +571,398 | Add 15.86% | 4.18 M | $130.50 |
| Q3 2023 | -490,655 | Reduce 11.75% | 3.68 M | $136.41 |
| Q4 2023 | -998,816 | Reduce 27.11% | 2.69 M | $148.23 |
| Q1 2024 | -369,609 | Reduce 13.76% | 2.32 M | $166.80 |
| Q2 2024 | -40,470 | Reduce 1.75% | 2.28 M | $173.72 |
| Q3 2024 | -122,434 | Reduce 5.38% | 2.15 M | $176.52 |
| Q4 2024 | -342,032 | Reduce 15.88% | 1.81 M | $170.32 |
| Q1 2025 | -24,021 | Reduce 1.33% | 1.79 M | $142.82 |
| Q2 2025 | -18,149 | Reduce 1.02% | 1.77 M | $137.52 |
| Q3 2025 | +8,274 | Add 0.47% | 1.78 M | $141.46 |
| Q4 2025 | +269,216 | Add 15.15% | 2.05 M | $111.91 |
Chris Davis's Owens Corning Investment FAQs
Chris Davis first purchased Owens Corning (OC) in Q4 2018, acquiring 337,051 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chris Davis has held Owens Corning (OC) for 29 quarters since Q4 2018.
Chris Davis's largest addition to Owens Corning (OC) was in Q2 2022, adding 3,395,504 shares worth $252.32 M.
According to the latest 13F filing for Q4 2025, Chris Davis's firm, Davis Selected Advisers, owns 2,046,583 shares of Owens Corning (OC), valued at approximately $229.03 M.
As of the Q4 2025 filing, Owens Corning (OC) represents approximately 1.03% of Chris Davis's publicly disclosed stock portfolio, making it one of their key holdings.
Chris Davis's peak holding in Owens Corning (OC) was 4,175,279 shares, as reported at the end of Q2 2023.