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Oil-Dri Corporation of America

ODC Materials
$74.85 $-0.38 (-0.51%)
Market Cap: $1.08 B
Gurus Holding
7
Popularity Rank
#1223
% of Shares Held
10.44%
Net Activity (Q1 2026)
-$3.9 M

Guru Ownership Trend

Guru Analysis for Oil-Dri Corporation of America (ODC)

Oil-Dri Corporation of America (ODC), a key player in the Materials sector, continues to attract institutional attention.

As of Q1 2026, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $113.13 M.

Top institutional holders include Mario Gabelli and Renaissance Technologies (RenTech).

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $3.9 M net outflow during the quarter.

Recent activity highlights Steven Cohen who increased their stake by 31.9%. Conversely, Paul Tudor Jones reduced exposure by 22.8%.

Key Holders

Recent Activity Breakdown (Q1 2026)

+$126,209.43
Total Buy Value
New Buys 0
Additions 1
-$4.03 M
Total Sell Value
Reductions 5
Sold Out 0

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
5
Net Buyers
1

FAQs for Oil-Dri Corporation of America (ODC)

Major holders include Mario Gabelli ($50.93 M), Renaissance Technologies (RenTech) ($27.49 M), Diamond Hill Capital ($8.51 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 1.51 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $3.9 M, with 1 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 5 managers trimmed their positions, while 0 fully exited ODC. The total reported sell value was $4.03 M.

Yes, 0 managers opened new positions in ODC, and 1 increased their existing holdings. The total reported buy value was $126,209.43.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.50% Reduce -0.9% 782,450 $50.93 M Q1 2026
0.04% Reduce -6.7% 422,392 $27.49 M Q1 2026
0.05% Reduce -7.4% 130,691 $8.51 M Q1 2026
0.07% 113,314 $7.38 M Q1 2026
0.01% Reduce -22.8% 48,383 $3.15 M Q1 2026
0.00% Add 31.9% 8,015 $521,696 Q1 2026
0.00% Reduce -0.4% 6,214 $404,469 Q1 2026
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