Chris Davis's position in Owens Corning is currently worth $270M. That's 1.40% of their equity portfolio (21st largest holding). The investor owns 2.15% of the outstanding Owens Corning stock. The first Owens Corning trade was made in Q4 2018. Since then Chris Davis bought shares seven more times and sold shares on nineteen occasions. The stake costed the investor $149M, netting the investor a gain of 80% so far.