Joel Greenblatt's OC Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 389,784 shares of Owens Corning (OC) worth $43.62 M, representing 0.16% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 47 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in OC, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2015, adding 1.19 M shares. Largest reduction occurred in Q2 2016, reducing 590,218 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Owens Corning (OC) Holding Value Over Time
Track share changes against reported price movement
Quarterly Owens Corning (OC) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +63,918 | Add 19.61% | 389,784 | $111.91 |
| Q3 2025 | +180,244 | Add 123.78% | 325,866 | $141.46 |
| Q2 2025 | +41,190 | Add 39.44% | 145,622 | $137.52 |
| Q1 2025 | +64,485 | Add 161.43% | 104,432 | $142.82 |
| Q4 2024 | +266 | Add 0.67% | 39,947 | $170.32 |
| Q3 2024 | -23,993 | Reduce 37.68% | 39,681 | $176.52 |
| Q2 2024 | +8,398 | Add 15.19% | 63,674 | $173.72 |
| Q1 2024 | +9,686 | Add 21.25% | 55,276 | $166.80 |
| Q4 2023 | +8,295 | Add 22.24% | 45,590 | $148.23 |
| Q3 2023 | +4,813 | Add 14.82% | 37,295 | $136.41 |
| Q2 2023 | -23,643 | Reduce 42.13% | 32,482 | $130.50 |
| Q1 2023 | +35,126 | Add 167.27% | 56,125 | $95.80 |
| Q4 2022 | -4,838 | Reduce 18.73% | 20,999 | $85.30 |
| Q3 2022 | -18,494 | Reduce 41.72% | 25,837 | $78.61 |
| Q2 2022 | +32,207 | Add 265.65% | 44,331 | $74.30 |
| Q1 2022 | -58,213 | Reduce 82.76% | 12,124 | $91.47 |
| Q4 2021 | +11,001 | Add 18.54% | 70,337 | $90.49 |
| Q3 2021 | +17,650 | Add 42.34% | 59,336 | $85.50 |
| Q2 2021 | +12,846 | Add 44.54% | 41,686 | $97.90 |
| Q1 2021 | -26,996 | Reduce 48.35% | 28,840 | $92.09 |
| Q4 2020 | +6,832 | Add 13.94% | 55,836 | $75.76 |
| Q3 2020 | -36,027 | Reduce 42.37% | 49,004 | $68.81 |
| Q2 2020 | -70,711 | Reduce 45.40% | 85,031 | $55.76 |
| Q1 2020 | +125,460 | Add 414.31% | 155,742 | $38.81 |
| Q4 2019 | +30,282 | New Buy | 30,282 | $65.12 |
| Q2 2019 | -59,582 | Sold Out | 0 | $0.00 |
| Q1 2019 | -56,891 | Reduce 48.84% | 59,582 | $47.13 |
| Q4 2018 | +116,473 | New Buy | 116,473 | $43.98 |
| Q2 2018 | -301,966 | Sold Out | 0 | $0.00 |
| Q1 2018 | +295,260 | Add 4402.92% | 301,966 | $80.40 |
| Q4 2017 | +1,437 | Add 27.27% | 6,706 | $92.01 |
| Q3 2017 | -1 | Reduce 0.02% | 5,269 | $77.43 |
| Q2 2017 | -41,156 | Reduce 88.65% | 5,270 | $66.98 |
| Q1 2017 | -352,857 | Reduce 88.37% | 46,426 | $61.37 |
| Q4 2016 | +392,603 | Add 5877.29% | 399,283 | $51.56 |
| Q3 2016 | -24,340 | Reduce 78.47% | 6,680 | $53.44 |
| Q2 2016 | -590,218 | Reduce 95.01% | 31,020 | $51.52 |
| Q1 2016 | -564,387 | Reduce 47.60% | 621,238 | $47.28 |
| Q4 2015 | +1.19 M | New Buy | 1.19 M | $47.03 |
| Q2 2015 | -98,673 | Sold Out | 0 | $0.00 |
| Q1 2015 | +60,989 | Add 161.84% | 98,673 | $43.40 |
| Q4 2014 | +37,684 | New Buy | 37,684 | $35.80 |
| Q2 2014 | -164,253 | Sold Out | 0 | $0.00 |
| Q1 2014 | +143,811 | Add 703.51% | 164,253 | $43.17 |
| Q4 2013 | +9,273 | Add 83.02% | 20,442 | $40.70 |
| Q3 2013 | -88 | Reduce 0.78% | 11,169 | $37.96 |
| Q2 2013 | +11,257 | Add 0.00% | 11,257 | $39.09 |
Joel Greenblatt's Owens Corning Investment FAQs
Joel Greenblatt first purchased Owens Corning (OC) in Q2 2013, acquiring 11,257 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Owens Corning (OC) for 47 quarters since Q2 2013.
Joel Greenblatt's largest addition to Owens Corning (OC) was in Q4 2015, adding 1,185,625 shares worth $55.76 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 389,784 shares of Owens Corning (OC), valued at approximately $43.62 M.
As of the Q4 2025 filing, Owens Corning (OC) represents approximately 0.16% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Owens Corning (OC) was 1,185,625 shares, as reported at the end of Q4 2015.