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Owens Corning

OC Industrials
$151.23 +$0.62 (0.41%)
Market Cap: $11.95 B
Gurus Holding
6
Popularity Rank
#1564
% of Shares Held
9.47%
Net Activity (Q2 2026)
+$298.26 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 Q2 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.13 B.

Top institutional holders include Cliff Asness and Chris Davis.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $298.26 M net inflow during the quarter.

Recent activity highlights Steven Cohen who increased their stake by 263.2%. Conversely, Joel Greenblatt reduced exposure by 21.5%.

Key Holders

Top 5 by Value

$577.89 M
$330.71 M
$193.49 M
$63.7 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$319.12 M
Total Buy Value
New Buys 0
Additions 2
-$20.87 M
Total Sell Value
Reductions 4
Sold Out 0

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
4
Net Buyers
2

FAQs for Owens Corning (OC)

Major holders include Cliff Asness ($577.89 M), Chris Davis ($330.71 M), Steven Cohen ($193.49 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 7.49 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $298.26 M, with 2 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 0 fully exited OC. The total reported sell value was $20.87 M.

Yes, 0 managers opened new positions in OC, and 2 increased their existing holdings. The total reported buy value was $319.12 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.20% Add 44.8% 3,679,060 $577.89 M Q2 2026
1.42% Reduce -0.9% 2,081,213 $330.71 M Q2 2026
0.21% Add 263.2% 1,217,226 $193.49 M Q2 2026
0.15% Reduce -21.5% 400,722 $63.7 M Q2 2026
0.03% Reduce -2.3% 81,790 $13 M Q2 2026
0.06% Reduce 0.0% 28,331 $4.5 M Q2 2026
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