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 3 quarters

Net buyers 3 Last 3 13F filing periods
Net reducers 1 Last 3 13F filing periods
Unchanged holders 3 Share count unchanged
Increase amount $144.1M Estimated from net added shares
Reduction amount $31.4M Estimated from net reduced shares
Net share change / base shares +57.5% +1,287,597 / 2,239,102
Appaloosa David Tepper 3 filing periods
13F 2025-09-30 Filed 2025-11-13
New Shares - 13F value change +$22.8M
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 488.2% 13F value change +$83.5M
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 0 Last 3 periods +0 (New) Total shares 0 Value $0
Bridgewater Associates Ray Dalio 3 filing periods
13F 2025-09-30 Filed 2025-11-13
Major increase Shares 406.4% 13F value change +$25.4M
13F 2025-12-31 Filed 2026-02-13
Minor increase Shares 11.0% 13F value change -$3.8M
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 43,859 Last 3 periods -43,859 (-100.0%) Total shares 0 Value $0
Gotham Asset Management Joel Greenblatt 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 123.8% 13F value change +$26.1M
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 19.6% 13F value change -$2.5M
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 145,622 Last 3 periods +364,749 (+250.5%) 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 3 periods +634,865 (+226.3%) Total shares 915,393 Value $99.1M
Davis Advisors Chris Davis 3 filing periods
13F 2025-09-30 Filed 2025-11-12
Minor increase Shares 0.5% 13F value change +$8.1M
13F 2025-12-31 Filed 2026-02-02
Major increase Shares 15.1% 13F value change -$22.4M
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 1,769,093 Last 3 periods +331,842 (+18.8%) Total shares 2,100,935 Value $227.4M
Soros Fund Management George Soros 3 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$13.7M
13F 2025-06-30 Filed 2025-08-14
Minor increase Shares 1.0% 13F value change -$371,235
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 0 Last 3 periods +0 (New) Total shares 0 Value $0
Ariel Investments John Rogers 3 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$16.1M
13F 2025-06-30 Filed 2025-08-14
Major increase Shares 24.8% 13F value change +$3.2M
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 0 Last 3 periods +0 (New) Total shares 0 Value $0

Recent mentions

No public mentions.