David Tepper's OC Position Overview
David Tepper (via Appaloosa Lp) currently holds 950,000 shares of Owens Corning (OC) worth $106.31 M, representing 1.54% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 27 quarters.
Based on 13F filings, David Tepper has maintained a strategic position in OC, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2025, adding 788,500 shares. Largest reduction occurred in Q4 2017, reducing 1.14 M shares.
Analysis based on 13F filings available since 2013 Q2
David Tepper's Owens Corning (OC) Holding Value Over Time
Track share changes against reported price movement
Quarterly Owens Corning (OC) Trades by David Tepper
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +788,500 | Add 488.24% | 950,000 | $111.91 |
| Q3 2025 | +161,500 | New Buy | 161,500 | $141.46 |
| Q1 2024 | -25,000 | Sold Out | 0 | $0.00 |
| Q4 2023 | +25,000 | New Buy | 25,000 | $148.23 |
| Q4 2018 | -1.07 M | Sold Out | 0 | $0.00 |
| Q3 2018 | -335,351 | Reduce 23.80% | 1.07 M | $54.27 |
| Q2 2018 | -7,540 | Reduce 0.53% | 1.41 M | $63.37 |
| Q1 2018 | +428,669 | Add 43.39% | 1.42 M | $80.40 |
| Q4 2017 | -1.14 M | Reduce 53.62% | 988,035 | $91.94 |
| Q3 2017 | -368,619 | Reduce 14.75% | 2.13 M | $77.35 |
| Q2 2017 | -111,514 | Reduce 4.27% | 2.5 M | $66.92 |
| Q1 2017 | -106,058 | Reduce 3.90% | 2.61 M | $61.37 |
| Q4 2016 | -235,463 | Reduce 7.98% | 2.72 M | $51.56 |
| Q3 2016 | -383,780 | Reduce 11.50% | 2.95 M | $53.39 |
| Q2 2016 | -9,819 | Reduce 0.29% | 3.34 M | $51.52 |
| Q1 2016 | -14,132 | Reduce 0.42% | 3.35 M | $47.28 |
| Q3 2015 | -234,376 | Reduce 6.52% | 3.36 M | $41.91 |
| Q2 2015 | +659,088 | Add 22.46% | 3.59 M | $41.25 |
| Q1 2015 | +100,766 | Add 3.56% | 2.94 M | $43.40 |
| Q4 2014 | -450,870 | Reduce 13.72% | 2.83 M | $35.81 |
| Q2 2014 | +238,700 | Add 7.84% | 3.29 M | $38.68 |
| Q1 2014 | +32,315 | Add 1.07% | 3.05 M | $43.17 |
| Q4 2013 | +554,823 | Add 22.56% | 3.01 M | $40.72 |
| Q3 2013 | -50,000 | Reduce 1.99% | 2.46 M | $37.98 |
| Q2 2013 | +2.51 M | Add 0.00% | 2.51 M | $39.08 |
David Tepper's Owens Corning Investment FAQs
David Tepper first purchased Owens Corning (OC) in Q2 2013, acquiring 2,509,292 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
David Tepper has held Owens Corning (OC) for 27 quarters since Q2 2013.
David Tepper's largest addition to Owens Corning (OC) was in Q2 2013, adding 2,509,292 shares worth $98.06 M.
According to the latest 13F filing for Q4 2025, David Tepper's firm, Appaloosa Lp, owns 950,000 shares of Owens Corning (OC), valued at approximately $106.31 M.
As of the Q4 2025 filing, Owens Corning (OC) represents approximately 1.54% of David Tepper's publicly disclosed stock portfolio, making it one of their key holdings.
David Tepper's peak holding in Owens Corning (OC) was 3,594,114 shares, as reported at the end of Q2 2015.