Exited position

David Tepper’s Owens Corning New (OC) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Appaloosa LPVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ1 2016Earliest verified positive filing snapshot
Latest statusExited positionBased on the latest supported relationship state
Peak shares3.35MHighest verified quarter-end share count
Quarters reported14Verified quarters with shares above zero
What happened?

Appaloosa LP first reported Owens Corning New in Q1 2016. The reported position was increased and reduced across later filings. The latest verified relationship event shows that Appaloosa LP sold the entire position in Q1 2026, and the stock is no longer reported in the latest verified portfolio.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q1 2026
Sold the entire position−950.00K shares · No shares reported at quarter-end
Q4 2025
Bought 488.2% more+788.50K shares · 950.00K shares reported after the change
Filing context

Quarter-end price $111.91 · Estimated holding basis $116.93

Q3 2025
New position+161.50K shares · 161.50K shares reported
Filing context

Quarter-end price $141.46 · Estimated holding basis $141.46

Q1 2024
Sold the entire position−25.00K shares · No shares reported at quarter-end
Q4 2023
New position+25.00K shares · 25.00K shares reported
Filing context

Quarter-end price $148.23 · Estimated holding basis $148.23

Q4 2018
Sold the entire position−1.07M shares · No shares reported at quarter-end
Portfolio importance

How important was Owens Corning New in Appaloosa LP’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Last reported portfolio weight1.6%Q4 2025
Last reported rank#21of 38 reported positions
Peak portfolio weight4.5%Q2 2016
Best historical rank#7Q2 2016
At peak importanceQ2 2016
OC
4.5%
Largest holding
11.5%
Cross-investor discovery

Who else owns Owens Corning New?

Also reported by 1 other tracked investor in their latest verified filings.

Joel GreenblattGotham Asset Management
OC0.1% of reported portfolio
Explore Owens Corning New across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$126.592026-09-16

Market context only; not an investor transaction price.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

This tracker follows Appaloosa LP’s Form 13F disclosures—not David Tepper’s personal brokerage account. Form 13F reports quarter-end U.S.-listed positions and certain options, but it does not reveal exact trade dates, execution prices, short positions or the purpose of an option position.