Position Sheet

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OC Owens Corning

Industrials stock

DUSA, HELS, ORR have owned Owens Corning since Feb 23, 2026, across 5 separate holding periods. Today it is 1.4% of its largest holder, against a peak long of 1.5%. That's smaller than a typical DUSA position (median 3.3%). Changes in this name have been small relative to each fund's typical position.

Held now inORR at 0.97%, DUSA at 1.44%
First held in our dataFeb 23, 2026
Since our record began-6.2%held since Nov 2, 2026 or earlier · S&P 500 +0.3%.
Big moves0

Position size by fund vs price

Shaded areas: position size in each fund (left axis). Line: share price (right axis). Shading below zero is a short. At zero, the fund didn't hold it. Our daily record starts Nov 21, 2025.

Big moves in OC

No big moves in our record.