Markets
Wells
@wells_fa...
Bought OC
Shares
down -7.19%
At 184.3, Exited 171.1
Given the promising growth forecasts in the roofing market and Owens Corning’s recent strong earnings, I believe investing in OC will capitalize on th...
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Thesis
Given the promising growth forecasts in the roofing market and Owens Corning’s recent strong earnings, I believe investing in OC will capitalize on the favorable trends in construction and sustainability. This positions Owens Corning for solid long-term gains as the housing market continues to recover.
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Degenerate
@wsb
Bought OC
Calls
down -29.23%
At 32.5, Now 23.0
Contract:
155 Strike Call for
Oct 18, 24
I'm all in on Owens Corning calls because the new energy code mandates additional insulation, which means skyrocketing sales for OC. With commercial b...
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Thesis
I'm all in on Owens Corning calls because the new energy code mandates additional insulation, which means skyrocketing sales for OC. With commercial buildings ramping up in 2025-2026, this is set to be a huge opportunity for growth. The requirements are clear, and OC is a major player in this market.
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Point72
@point72-...
Bought OC
Shares
up 7.92%
At 168.8, Now 184.6
Trims & Adds
[] Currently up $9.9M
[-] 124d ago
Trimmed 297.1K shares @
176.52
[+] 216d ago
Added 465.0K shares @
167.57
[+] 307d ago
Initial 276.3K shares @
168.80
Thesis
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Appaloosa
@appaloos...
Bought OC
Shares
up 12.12%
At 148.8, Exited 166.8
Thesis
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Renaissance
@renaissa...
Bought OC
Shares
up 15.29%
At 148.8, Exited 173.7
Trims & Adds
[] Made $2.3M in profit
[-] 216d ago
All out @
173.70
[-] 307d ago
Trimmed 44.8K shares @
168.79
[+] 1.1y ago
Initial 100.0K shares @
148.80
Thesis
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Pinebridge
@pinebrid...
Bought OC
Shares
up 8.36%
At 148.8, Now 184.6
Trims & Adds
[] Currently up $411.4K
[+] 124d ago
Added 21.3K shares @
176.52
[-] 216d ago
Trimmed 1.0K shares @
167.57
[+] 307d ago
Added 934.00 shares @
168.79
[+] 1.1y ago
Initial 6.8K shares @
148.80
Thesis
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Thomas
@thomas-t...
Bought OC
Shares
up 134%
At 83.61, Exited 195.26
Thesis
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