BRIGHTLINE CAPITAL MANAGEMENT, LLC OC — OWENS CORNING NEW

Ownership history in BRIGHTLINE CAPITAL MANAGEMENT, LLC  ·  3 quarters on record

AI Ownership Summary

BRIGHTLINE CAPITAL MANAGEMENT, LLC reported OWENS CORNING NEW (OC) in 3 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 8.13% in 2024 Q1. The latest visible filing shows OC at 2.76% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this OC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BRIGHTLINE CAPITAL MANAGEMENT, LLC's position in OWENS CORNING NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

OC was reported at 2.76% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
8.13% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

OC stock page BRIGHTLINE CAPITAL MANAGEMENT, LLC fund profile BRIGHTLINE CAPITAL MANAGEMENT, LLC full holdings
How BRIGHTLINE CAPITAL MANAGEMENT, LLC held OC — position size vs. price
% of Fund (quarterly)    OC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 80,000 -1,000 -1.2% 2.76% $12.7M 2026-08-14 $154.67
2024 Q1 ADDED — — — 81,000 +8,000 +11.0% 8.13% $13.5M 2024-05-14 $169.80
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding OC

As of 2026 Q2 — sorted by position size

Lodge Hill Capital, LLC 3Y 7Y 9.01% Clean Energy Transition LLP 3Y 7.81% Tiptree Advisors, LLC 3Y 7Y 7.07% Callodine Capital Management, LP 3Y 7Y 3.01% apricus wealth, LLC 3Y 2.96% Cincinnati Specialty Underwriters Insurance CO 3Y 7Y 2.96% NAN FUNG TRINITY (HK) Ltd 3Y 2.92% SOUND SHORE MANAGEMENT INC /CT/ 3Y 7Y 2.86% Kimelman & Baird, LLC 3Y 7Y 2.31% Skylands Capital, LLC 3Y 7Y 2.23%

FAQ About BRIGHTLINE CAPITAL MANAGEMENT, LLC and OC

These are the practical questions this page is built to answer before you even open the full history table.

How long has BRIGHTLINE CAPITAL MANAGEMENT, LLC reported owning OC?

BRIGHTLINE CAPITAL MANAGEMENT, LLC reported OC across 2 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported OC position in BRIGHTLINE CAPITAL MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for OC was 8.13% in 2024 Q1.

What is the latest reported OC position on this page?

The most recent filing on this page is 2026 Q2, when BRIGHTLINE CAPITAL MANAGEMENT, LLC reported 80,000 shares, equal to 2.76% of portfolio, with an estimated market value of $12.7M.

What does the chart on this OC ownership page compare?

The chart compares BRIGHTLINE CAPITAL MANAGEMENT, LLC's quarterly OC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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