Oakmark Global Fund Bets on Owens Corning’s (OC) Dominant Market Position in Roofing
Harris Oakmark recently released its second-quarter 2026 investor letter for the “Oakmark Global Fund”. A copy of the letter can be downloaded here.
Owens Corning (OC)
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Hedge Fund Holdings
Filing Period: Filing is Ongoing
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | RWC Asset Management Tord Stallvik (Ceo) | 115,381 | $18,340,964 | +33% | 0.69% |
| 2. | Skylands Capital Charles Paquelet | 114,440 | $18,191,382 | -13% | 2.23% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $46.90 | 5,000 | $234,500.00 | 51,814 | 2020-03-09 | Filing | |
| $48.80 | 21 | $1,028.16 | 51,639 | 2016-11-02 | Filing | |
| $54.13 | 50 | $2,732.64 | 51,618 | 2016-08-02 | Filing | |
| $47.63 | 78 | $3,733.43 | 51,568 | 2016-04-04 | Filing | |
| $42.80 | 82 | $3,524.75 | 51,490 | 2016-01-19 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $120.71 | 700 | $84,497.00 | 15,848 | 2026-05-28 | Filing | |
| $120.92 | 1,926 | $232,884.22 | 3,093 | 2026-05-08 | Filing | |
| $149.00 | 441 | $65,709.00 | 5,239 | 2025-08-12 | Filing | |
| $145.41 | 1,357 | $197,324.08 | 12,089 | 2025-05-16 | Filing | |
| $144.29 | 272 | $39,246.88 | 41,722 | 2025-03-07 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 510,971 | $81,223,950 | 0.51% | |
| 2. | 340,103 | $54,062,773 | 0.6% | |
| 3. | 312,173 | $49,623,020 | 0.97% | |
| 4. | 289,357 | $45,996,189 | 0.04% | |
| 5. | 186,324 | $29,618,063 | 2.92% |
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Owens Corning (NYSE:OC) Q1 2026 Earnings Call Transcript
Operator: Ladies and gentlemen, thank you for joining us, and welcome to Owens Corning's First Quarter 2026 Earnings Call.
Owens Corning (NYSE:OC) Q4 2025 Earnings Call Transcript
Operator: Good morning, and welcome to the Owens Corning Q4 FY '25 earnings call -- '26. My name is Carla, and I will be coordinating your call today.
Wells Fargo Has a Positive Outlook on Owens Corning (OC), Despite a Challenging Housing Market in 2026
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Homebuilders Face Choppy Market, Barclays Maintains Overweight on Owens Corning (OC)
On December 8, Barclays reduced its price target for Owens Corning (NYSE:OC) to $130 from $131 and kept an Overweight rating on the stock.
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JPMorgan Cautious on Owens Corning (OC) Due to Weak Demand, Inventory Destocking Impact on Q4
Owens Corning (NYSE:OC) is one of the most undervalued NYSE stocks to buy right now.
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On November 5, Jay Woods, Chief Global Strategist at Freedom Capital Markets, appeared on CNBC to state that the valuation worries as overstated.
Owens Corning (OC) Target Reduced as JPMorgan Flags Demand Weakness
On November 11, JPMorgan cut its price target on Owens Corning (NYSE:OC) to $113 from $157 and maintained its Neutral rating, according to a report by The Fly.
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