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OC · HWM in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • OC
  • HWM
010203040202120222023202420252026
Holders and value by quarter
QuarterOCHWM
Q3 202015 holders, $523m12 holders, $1.6bn
Q4 20209 holders, $277m21 holders, $3.0bn
Q1 20217 holders, $761m18 holders, $3.2bn
Q2 20217 holders, $313m19 holders, $3.8bn
Q3 20217 holders, $360m18 holders, $3.4bn
Q4 20218 holders, $382m15 holders, $3.7bn
Q1 20227 holders, $515m12 holders, $3.6bn
Q2 20225 holders, $430m15 holders, $3.2bn
Q3 20229 holders, $467m20 holders, $3.1bn
Q4 20229 holders, $362m19 holders, $4.4bn
Q1 202311 holders, $495m23 holders, $4.7bn
Q2 202314 holders, $915m25 holders, $5.2bn
Q3 202317 holders, $1.1bn26 holders, $4.3bn
Q4 202313 holders, $656m22 holders, $5.0bn
Q1 202413 holders, $782m22 holders, $6.1bn
Q2 202412 holders, $1.2bn23 holders, $7.1bn
Q3 202410 holders, $627m25 holders, $8.7bn
Q4 202412 holders, $912m21 holders, $9.0bn
Q1 202518 holders, $1.1bn23 holders, $10.0bn
Q2 202520 holders, $1.0bn22 holders, $13.2bn
Q3 202513 holders, $758m23 holders, $13.4bn
Q4 202515 holders, $1.1bn26 holders, $13.6bn
Q1 20269 holders, $781m35 holders, $15.6bn
Q2 20269 holders, $1.6bn37 holders, $17.3bn
OC

Owens Corning New

Holders
9
Reported value
$1.6bn
Buyers
15
Sellers
13

Breadth +2 among 91 comparable managers.

HWM

Howmet Aerospace Inc

Holders
37
Reported value
$17.3bn
Buyers
19
Sellers
25

Breadth -6 among 91 comparable managers.

Who holds both, Q2 2026

Among the 41 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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