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Owens Corning

OC Industrials
$108.22 +$3.9 (3.74%)
Market Cap: $8.7 B
Gurus Holding
12
Popularity Rank
#255
% of Shares Held
7.67%
Net Activity (Q4 2025)
+$173.88 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 12 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $667.27 M.

Top institutional holders include Chris Davis and Cliff Asness.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $173.88 M net inflow during the quarter.

Recent activity highlights David Tepper who increased their stake by 488.2%. Conversely, Ken Fisher reduced exposure by 99.0%.

Key Holders

Top 5 by Value

$229.03 M
$160.33 M
$106.31 M
$85.12 M
$43.62 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$223.86 M
Total Buy Value
New Buys 1
Additions 9
-$49.98 M
Total Sell Value
Reductions 2
Sold Out 1

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
3
Net Buyers
10

FAQs for Owens Corning (OC)

Major holders include Chris Davis ($229.03 M), Cliff Asness ($160.33 M), David Tepper ($106.31 M). According to the latest reported data, 12 tracked investment managers collectively hold approximately 6.17 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $173.88 M, with 10 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, 1 managers opened new positions in OC, and 9 increased their existing holdings. The total reported buy value was $223.86 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
1.03% Add 15.2% 2,046,583 $229.03 M Q4 2025
0.08% Add 16.6% 1,432,646 $160.33 M Q4 2025
1.54% Add 488.2% 950,000 $106.31 M Q4 2025
0.10% Add 185.6% 760,588 $85.12 M Q4 2025
0.16% Add 19.6% 389,784 $43.62 M Q4 2025
0.10% Add 11.0% 246,565 $27.59 M Q4 2025
0.02% New Buy 120,063 $13.44 M Q4 2025
0.01% Reduce -58.9% 72,100 $8.07 M Q4 2025
0.02% Add 68.7% 62,263 $6.97 M Q4 2025
0.09% Add 15.0% 57,500 $6.43 M Q4 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