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 Q3 2025, a total of 12 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $526.01 M.
Top institutional holders include Chris Davis and Cliff Asness.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $89.1 M net inflow during the quarter.
Recent activity highlights Renaissance Technologies who dramatically increased their stake. Conversely, Steven Cohen reduced exposure by 35.9%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 1.31% | Add 0.5% | 1,777,367 | $251.43 M | Q3 2025 | |
| 0.11% | Add 27.9% | 1,228,640 | $173.2 M | Q3 2025 | |
| 0.02% | Add 1.2% | 327,583 | $46.34 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 | |
| 0.12% | Add 406.4% | 222,087 | $31.42 M | Q3 2025 | |
| 0.03% | Add 6157.1% | 175,200 | $24.78 M | Q3 2025 | |
| 0.31% | New Buy | 161,500 | $22.85 M | Q3 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 332.3% | 21,562 | $3.05 M | Q3 2025 | |
| 0.01% | New Buy | 15,045 | $2.13 M | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Owens Corning (OC)
Top Guru holders include Chris Davis ($251.43 M), Cliff Asness ($173.2 M), Ken Fisher ($46.34 M). Collectively, tracked Gurus hold 4.61 M shares.
Based on recent 13F filings, the sentiment is Positive (Net Buy). There was a net inflow of $89.1 M, with 10 Gurus buying and 5 Gurus selling.
In the recent quarter, 2 Gurus reduced their positions, and 3 Gurus sold out of OC completely. Total sell value was $59.9 M.
Yes, 3 Gurus opened new positions in OC, and 7 added to their existing holdings. Total buy value was $149 M.