NYSE · Industrials

OWENS CORNING NEW OC

Owens Corning provides residential and commercial building products in the United States, Europe, the Asia Pacific, and internationally. It operates through three segments: Roofing, Insulation, and Doors. The company offers laminate and strip asphalt roofing shingles, roofing components, and oxidized asphalt.

Industrial Machinery/Components

Company profile

Business mix

  • It operates through three segments: Roofing, Insulation, and Doors. The company offers laminate and strip asphalt roofing shingles, roofing components, and oxidized asphalt.
  • It also provides high, mid, and low temperature products; thermal and acoustical batts, loosefill insulation, spray foam insulation, wet use chopped strand, foam sheathing and accessories.
  • In addition, the company offers residential interior and exterior doors; glass, fiberglass and metal, and door components such as frames, sills, weather-stripping, hinges and locks.
  • Further, it manufactures, fabricates, and sells glass reinforcements in the form of fiber and mats.

Current key questions

  • Can orders, backlog, aftermarket demand, and end-market capital spending support growth in building products & equipment?
  • How do pricing, input costs, supply chain execution, and utilization affect margins?
  • Does capital allocation strengthen the company's competitive position across cycles?
Holders 3 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE N/A FCF 8.62% Buyback 5.35%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Davis Advisors Chris Davis 1.0% $227.4M 2026-03-31
Oakmark / Harris Associates Bill Nygren 0.1% $99.1M 2026-03-31
Gotham Asset Management Joel Greenblatt 0.2% $55.2M 2026-03-31

Recent trading changes over the last 1 quarters

Net buyers 3 Last 1 13F filing periods
Net reducers 4 Last 1 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $87.6M Estimated from net added shares
Reduction amount $166.6M Estimated from net reduced shares
Net share change / base shares -15.0% -624,471 / 4,151,170
Appaloosa David Tepper 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Sold out Shares -100.0% 13F value change -$106.3M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 950,000 Last 1 periods -950,000 (-100.0%) Total shares 0 Value $0
Bridgewater Associates Ray Dalio 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Sold out Shares -100.0% 13F value change -$27.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 246,565 Last 1 periods -246,565 (-100.0%) Total shares 0 Value $0
Gotham Asset Management Joel Greenblatt 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 30.9% 13F value change +$11.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 389,784 Last 1 periods +120,587 (+30.9%) Total shares 510,371 Value $55.2M
Oakmark / Harris Associates Bill Nygren 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 226.3% 13F value change +$67.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 280,528 Last 1 periods +634,865 (+226.3%) Total shares 915,393 Value $99.1M
Davis Advisors Chris Davis 1 filing periods
13F 2026-03-31 Filed 2026-05-07
Minor increase Shares 2.7% 13F value change -$1.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-07
Base shares 2,046,583 Last 1 periods +54,352 (+2.7%) Total shares 2,100,935 Value $227.4M
Soros Fund Management George Soros 1 filing periods
13F 2025-09-30 Filed 2025-11-14
Sold out Shares -100.0% 13F value change -$13.4M
Settlement As of 13F 2025-09-30 · Filed 2025-11-14
Base shares 97,261 Last 1 periods -97,261 (-100.0%) Total shares 0 Value $0
Ariel Investments John Rogers 1 filing periods
13F 2025-09-30 Filed 2025-11-14
Sold out Shares -100.0% 13F value change -$19.3M
Settlement As of 13F 2025-09-30 · Filed 2025-11-14
Base shares 140,449 Last 1 periods -140,449 (-100.0%) Total shares 0 Value $0

Recent mentions

No public mentions.