The Oakmark Global Fund highlighted Owens Corning as a key holding in its second-quarter 2026 investor letter, citing the company’s dominant market position in roofing. The fund noted that Owens Corning benefits from attractive pricing, scale advantages, the nondiscretionary nature of roofing products, and contractor loyalty. It believes market participants underappreciate the quality of the roofing segment and are overly concerned with the insulation segment’s exposure to new housing starts. Owens Corning shares closed at $142.86 on July 14, 2026, with a market capitalization of $11.44 billion, and posted a one-month return of 15.55%. The fund’s investor class returned 7.89% in the second quarter, lagging the MSCI World Index’s 13.76% return.
Owens Corning IncFund cites attractive pricing and dominant market position in roofing
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