John Overdeck’s Owens Corning OC Stock Holding History

John Overdeck’s Portfolio OC Stock Details OC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-6,600	Closed	-$597K	–	3825
2021 Q4	$597K	Buy	+6,600	New	+$599K	﹤0.01%	3073
2021 Q2	–	Sell	-3,000	Closed	-$276K	–	4425
2021 Q1	$276K	Buy	+3,000	New	+$252K	﹤0.01%	3402
2020 Q1	–	Sell	-7,000	Closed	-$456K	–	3630
2019 Q4	$456K	Buy	+7,000	New	+$448K	﹤0.01%	2866
2019 Q2	–	Sell	-8,000	Closed	-$377K	–	3566
2019 Q1	$377K	Sell	8,000 -12,800	-62%	-$626K	﹤0.01%	2447
2018 Q4	$915K	Buy	+20,800	New	+$1.01M	﹤0.01%	1711
2016 Q4	–	Sell	-39,000	Closed	-$2.08M	–	3400
2016 Q3	$2.08M	Buy	39,000 +31,000	+388%	+$1.67M	0.01%	1420
2016 Q2	$412K	Buy	+8,000	New	+$398K	﹤0.01%	2365

Other funds holding OC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

John Overdeck's OC Position: Q2 2026 in Review

John Overdeck reduced its Owens Corning (OC) stake by 46% in Q2 2026, selling an estimated $53.8M and leaving 529,658 shares worth $84.2M. The position accounts for 0.06% of the portfolio, ranked #364.

John Overdeck first reported a position in OC in Q2 2013 and has held it in 43 quarters since. The position peaked at $105M in Q1 2026. 684 funds tracked by Wall St. Rank hold OC as of Q2 2026.

John Overdeck held 529,658 shares of Owens Corning worth $84.2M as of Q2 2026.
John Overdeck sold 442,852 Owens Corning shares in Q2 2026, an estimated $53.8M.
Owens Corning made up 0.06% of John Overdeck's portfolio in Q2 2026, its #364 holding.
John Overdeck first reported a position in Owens Corning in Q2 2013 and has held it in 43 quarters since.
John Overdeck's Owens Corning position peaked at $105M in Q1 2026.
684 funds tracked by Wall St. Rank held Owens Corning as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.