What smart money is saying about Owens Corning
2 funds in our archive have pitched Owens Corning — most recently Oakmark Global Fund in June 2026.
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. 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 under the Owens Corning PINK, Next Gen, and FIBERGLAS Insulation brands; and glass fiber pipe insulation, energy efficient flexible duct media, bonded and granulated stone wool insulation, and cellular glass insulation and foam insulation under the FOAMULAR, FOAMGLAS, and Paroc brand names. 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. The company distributes its products to distributors, home centers and lumberyards, installers, retailers, homebuilders, contractors, dealers, building products retailers, and remodeling contractors. Owens Corning was incorporated in 1938 and is headquartered in Toledo, Ohio.
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Position history
Between Q1 2025 and Q3 2026, 9 fund letters reported a position in Owens Corning — 1 opened or added to the position, 3 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 6 | 0 | 3 | 0 |
| Q2 2026 | 2 | 1 | 0 | 1 |
| Q2 2025 | 1 | 0 | 0 | 0 |
| Q1 2025 | 0 | 0 | 0 | 1 |
Fund activity · 9 positions · 4 moves
- September 2026
“Owens Corning (Exit): We exited building products manufacturer Owens Corning (OC) as our margin of safety narrowed following positive price performance.”
Owens Corning - September 2026
“Owens Corning (Exit): We exited building products manufacturer Owens Corning (OC) as our margin of safety narrowed following positive price performance.”
Owens Corning - September 2026
“Owens Corning (Exit): We exited building products manufacturer Owens Corning (OC) as our margin of safety narrowed following positive price performance.”
Owens Corning - September 2026
“• Owens Corning was a detractor during the quarter.”
Owens Corning - August 2026
“Within the Fund, the strongest performers were China Longyuan Power Group Corp Ltd, Itron, Johnson Matthey PLC, Xinyi Solar and Atlas Copco, while the weakest performers were Infineon Technologies AG, Enphase Energy Inc, Ameresco Inc, NXP Semiconductor NV, Prysmian SpA and Owens Corning.”
Owens Corning - July 2026
“Trane Technologies continued to demonstrate strong order intake for its efficient commercial cooling solutions in the US, while 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.”
Owens Corning “Our buildings exposure comes via pure-play quality exposure to heating and cooling industries (via commercial HVAC manufacturer Trane Technologies) as well as high-quality roofing manufacturer Carlisle Companies. We also own Owens Corning, a manufacturer of insulation (and associated products).”
Owens Corning- New positionOakmark Global FundJune 2026
“Owens Corning is one of the world's largest building products companies, specializing in roofing, insula- tion, and doors. We like that Owens Corning has a dominant market position in roofing that has histori- cally benefited from attractive pricing, scale ad- vantages, the nondiscretionary nature of the prod- uct, and contractor loyalty. In our view, market QUARTERLY COMMENTARY — OAKMARK GLOBAL FUND June 30, 2026 3 participants underappreciate the quality of the roofing segment and are overly concerned with the insulation segment’s exposure to new housing starts. Economic uncertainty and cyclical forces have weighed on sentiment for the industry, presenting the opportunity to invest in a quality business with a management team that is taking advantage of their underpriced stock through share buybacks.”
Owens Corning - June 2025
“Industrials: Resilient, Non-Linear Growth In an age of digitization, software, AI, content creation, advertising, and hot consumer brands, companies that operate railroads and generate electricity (Berkshire Hathaway), extract copper (Teck Resources), manufacture insulation (Owens Corning), raise food (Tyson) or produce energy (Tourmaline Oil) may sound dull, but our civilization cannot function without their products.”
Owens Corning
Fund coverage · 2 theses
- Oakmark Global FundJune 2026
Owens Corning is a building products company with a dominant roofing franchise, pricing power, and buyback-supported capital allocation.
Read the full thesis - Ariel GlobalMarch 2025
Owens Corning is a leading global manufacturer of building materials with strong profitability in roofing and insulation, benefiting from market concentration, sustainability focus, and management’s efficiency initiatives.
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