S&P 500: 681.75 +0.1% NASDAQ 100: 601.92 +0.2% Dow Jones: 495.28 +0.1%

Owens Corning

OC Industrials
$134.19 $-1.04 (-0.77%)
Market Cap: $11.03 B
Gurus Holding
11
Popularity Rank
#328
% of Shares Held
5.43%
Net Activity (Q4 2025)
-$16.77 M

Guru Ownership Trend

Guru Analysis for Owens Corning (OC)

Owens Corning (OC), a key player in the Industrials sector, continues to attract institutional attention.

As of Q4 2025, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $598.79 M.

Top institutional holders include Chris Davis and Cliff Asness.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $16.77 M net outflow during the quarter.

Recent activity highlights Joel Greenblatt who increased their stake by 123.8%. Conversely, Ken Fisher reduced exposure by 99.0%.

Key Holders

Top 5 by Value

$229.03 M
$173.2 M
$46.1 M
$37.67 M
$27.59 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$33.21 M
Total Buy Value
New Buys 0
Additions 3
-$49.98 M
Total Sell Value
Reductions 2
Sold Out 1

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
3
Net Buyers
3

FAQs for Owens Corning (OC)

Major holders include Chris Davis ($229.03 M), Cliff Asness ($173.2 M), Joel Greenblatt ($46.1 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 4.46 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $16.77 M, with 3 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited OC. The total reported sell value was $49.98 M.

Yes, 0 managers opened new positions in OC, and 3 increased their existing holdings. The total reported buy value was $33.21 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
1.03% Add 15.2% 2,046,583 $229.03 M Q4 2025
0.11% Add 27.9% 1,228,640 $173.2 M Q3 2025
0.20% Add 123.8% 325,866 $46.1 M Q3 2025
0.06% Reduce -35.9% 266,329 $37.67 M Q3 2025
0.10% Add 11.0% 246,565 $27.59 M Q4 2025
0.31% New Buy 161,500 $22.85 M Q3 2025
0.01% Reduce -58.9% 72,100 $8.07 M Q4 2025
0.10% New Buy 50,000 $7.07 M Q3 2025
0.01% Reduce -13.9% 36,913 $5.22 M Q3 2025
0.04% Add 14.0% 24,581 $2.78 M Q4 2025
0.00% Reduce -99.0% 3,176 $355,489 Q4 2025
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form