OC
Owens Corning
4 super-investors hold OC worth a combined $391M. The largest position: Harry Burn at 2.1% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 25 — ranked #564 of 724 scored stocks. Conviction easing: 1 fewer super-investor hold it than in 2025Q4.
Why super-investors own OC
David Tepper's exit from OC this quarter leaves a cohort of four holders whose interest has been narrowing rather than broadening — owner count peaked at just one tracked entrant before Tepper's departure, and the eight-quarter history shows no sustained accumulation trend. The remaining position is anchored by Christopher Davis at $227M (1.0% of portfolio) and Harry Burn at $64M, where it represents a more meaningful 2.1% weighting — the highest conviction read in the group. Bill Nygren holds $99M but at a negligible 0.1% portfolio weight, and Joel Greenblatt's sub-$500K stake is effectively a rounding entry. No manager added or initiated this quarter, suggesting the cohort is in a holding pattern rather than a conviction-building one.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (4) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Christopher Davis | 1.0% | 30q | $227M | 2,100,935 |
| 2 | Bill Nygren | 0.1% | 4q | $99M | 915,393 |
| 3 | Harry Burn | 2.1% | — 1q | $64M | 592,330 |
| 4 | Joel Greenblatt | 0.0% | 40q | $436K | 4,028 |
Owners of OC also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| David Tepper | EXIT | 1.6% | -100% | $0 | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 690742101. Not investment advice.