Jeremy Grantham's OC Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 62,263 shares of Owens Corning (OC) worth $6.97 M, representing 0.02% of the portfolio. First purchased in 2017-Q3, this long-term strategic position has been held for 34 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in OC, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2017, adding 48,900 shares. Largest reduction occurred in Q2 2018, reducing 84,800 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Owens Corning (OC) Holding Value Over Time
Track share changes against reported price movement
Quarterly Owens Corning (OC) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +25,350 | Add 68.67% | 62,263 | $111.91 |
| Q3 2025 | -5,933 | Reduce 13.85% | 36,913 | $141.46 |
| Q2 2025 | -20,478 | Reduce 32.34% | 42,846 | $137.52 |
| Q1 2025 | +2,234 | Add 3.66% | 63,324 | $142.82 |
| Q4 2024 | -23,421 | Reduce 27.71% | 61,090 | $170.32 |
| Q3 2024 | +216 | Add 0.26% | 84,511 | $176.52 |
| Q2 2024 | -25,174 | Reduce 23.00% | 84,295 | $173.72 |
| Q1 2024 | -7,200 | Reduce 6.17% | 109,469 | $166.80 |
| Q4 2023 | -16,123 | Reduce 12.14% | 116,669 | $148.23 |
| Q3 2023 | -9,659 | Reduce 6.78% | 132,792 | $136.41 |
| Q2 2023 | -62,310 | Reduce 30.43% | 142,451 | $130.50 |
| Q1 2023 | -21,600 | Reduce 9.54% | 204,761 | $95.80 |
| Q4 2022 | -19,930 | Reduce 8.09% | 226,361 | $85.30 |
| Q3 2022 | +37,386 | Add 17.90% | 246,291 | $78.61 |
| Q2 2022 | +12,800 | Add 6.53% | 208,905 | $74.31 |
| Q1 2022 | -3,972 | Reduce 1.99% | 196,105 | $91.50 |
| Q4 2021 | -14,241 | Reduce 6.64% | 200,077 | $90.50 |
| Q3 2021 | +45,062 | Add 26.62% | 214,318 | $85.50 |
| Q2 2021 | +33,922 | Add 25.07% | 169,256 | $97.90 |
| Q1 2021 | +21,120 | Add 18.49% | 135,334 | $92.09 |
| Q4 2020 | +13,305 | Add 13.19% | 114,214 | $75.76 |
| Q3 2020 | +18,900 | Add 23.05% | 100,909 | $68.81 |
| Q2 2020 | -100 | Reduce 0.12% | 82,009 | $55.76 |
| Q1 2020 | +7,800 | Add 10.50% | 82,109 | $38.81 |
| Q4 2019 | +13,509 | Add 22.22% | 74,309 | $65.12 |
| Q3 2019 | +28,000 | Add 85.37% | 60,800 | $63.21 |
| Q2 2019 | +2,800 | Add 9.33% | 32,800 | $58.20 |
| Q4 2018 | +8,000 | Add 36.36% | 30,000 | $43.97 |
| Q3 2018 | +7,200 | Add 48.65% | 22,000 | $54.27 |
| Q2 2018 | -84,800 | Reduce 85.14% | 14,800 | $63.38 |
| Q1 2018 | +5,500 | Add 5.84% | 99,600 | $80.40 |
| Q4 2017 | +48,900 | Add 108.19% | 94,100 | $91.94 |
| Q3 2017 | +45,200 | New Buy | 45,200 | $77.35 |
Jeremy Grantham's Owens Corning Investment FAQs
Jeremy Grantham first purchased Owens Corning (OC) in Q3 2017, acquiring 45,200 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Owens Corning (OC) for 34 quarters since Q3 2017.
Jeremy Grantham's largest addition to Owens Corning (OC) was in Q4 2017, adding 94,100 shares worth $8.65 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 62,263 shares of Owens Corning (OC), valued at approximately $6.97 M.
As of the Q4 2025 filing, Owens Corning (OC) represents approximately 0.02% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Owens Corning (OC) was 246,291 shares, as reported at the end of Q3 2022.