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Owens Corning

OC Industrials
$116.29 +$2.86 (2.52%)
Market Cap: $9.36 B
Gurus Holding
6
Popularity Rank
#1346
% of Shares Held
6.95%
Net Activity (Q1 2026)
-$68.27 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 Q1 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $651.05 M.

Top institutional holders include Cliff Asness and Chris Davis.

Institutional sentiment is currently Bearish. This is evidenced by a $68.27 M net outflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 77.3%. Conversely, Steven Cohen reduced exposure by 55.9%.

Key Holders

Top 5 by Value

$271.38 M
$227.36 M
$55.23 M
$36.27 M
$9.06 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$139.97 M
Total Buy Value
New Buys 0
Additions 5
-$208.24 M
Total Sell Value
Reductions 1
Sold Out 6

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
7
Net Buyers
5

FAQs for Owens Corning (OC)

Major holders include Cliff Asness ($271.38 M), Chris Davis ($227.36 M), Joel Greenblatt ($55.23 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 5.6 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $68.27 M, with 5 managers increasing positions and 7 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 6 fully exited OC. The total reported sell value was $208.24 M.

Yes, 0 managers opened new positions in OC, and 5 increased their existing holdings. The total reported buy value was $139.97 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.12% Add 77.3% 2,540,023 $271.38 M Q1 2026
1.04% Add 2.7% 2,100,935 $227.36 M Q1 2026
0.17% Add 30.9% 510,371 $55.23 M Q1 2026
0.05% Reduce -55.9% 335,185 $36.27 M Q1 2026
0.02% Add 34.4% 83,690 $9.06 M Q1 2026
0.04% Add 15.3% 28,334 $3.07 M Q1 2026
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