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Owens-Corning Inc

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NYSE:OC (USA)   Ordinary Shares
$ 138.72 +4.01 (+2.98%) 10:08 PM EST
At Loss
P/B:
2.91
Market Cap:
$ 10.97B
Enterprise V:
$ 16.46B
Volume:
1.42M
Avg Vol (2M):
899.08K
Trade In:
Volume:
1.42M
At Loss
Avg Vol (2M):
899.08K

OC Number of Guru Trades

To

OC Volume of Guru Trades

To

Gurus Latest Trades with NYSE:OC

No Available Data

NYSE:OC is held by these investors

Guru
Portfolio Date
Current Shares
% of Shares outstanding
% of Total Assets Managed
Comment
Chris Davis
2026-06-30
2,081,213
2.630
1.42%
Reduce -0.94%
Joel Greenblatt
2026-06-30
400,722
0.510
0.15%
Reduce -21.48%
Total 2

Owens-Corning Inc Insider Transactions

No Available Data

Guru Commentaries on NYSE:OC

2026 Q3
2026.08 Guinness Sustainable Energy Fund Commentary EN
What the manager wrote

Owens Corning is a manufacturer of insulation and associated products. It is included in the portfolio as part of the exposure to the heating and cooling industries, alongside other quality manufacturers.

2026 Q2
2026.07 Guinness Sustainable Energy Fund Commentary EN
What the manager wrote

Owens Corning rallied sharply after receiving a $10bn takeover offer from fellow portfolio holding Carlisle to create a 'one-stop shop' for commercial and residential roofing and insulation products. This strategic move highlights the company's strong market position and growth potential in the building products sector, particularly as demand for efficient insulation solutions continues to rise. The merger is expected to enhance operational efficiencies and broaden product offerings, positioning Owens Corning favorably in a competitive landscape.

2025 Q1
What the manager wrote

We purchased global manufacturer of residential and commercial building materials, Owens Corning (OC). The company’s roofing segment is its primary profit driver, benefiting from a concentrated market with resilient revenues and high margins. OC’s insulation business also offers solid profitability and long-term growth potential, given its focus on sustainability and CO2 footprint reduction, while the Door and Composite segments further diversify end market exposure. In our view, the company’s leading market share in key product categories suggests significant scale advantages.

News about NYSE:OC

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