Alpine Associates Management’s Beacon Roofing Supply, Inc. BECN Stock Holding History

Alpine Associates Management’s Portfolio BECN Stock Details BECN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-223,497	Closed	-$27.6M	–	61
2025 Q1	$27.6M	Buy	+223,497	New	+$26M	1.45%	22

Other funds holding BECN

CIM

CIM Investment Management Pittsburgh, Pennsylvania $417M AUM 49.77% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Alpine Associates Management's BECN Position: Q2 2025 in Review

Alpine Associates Management sold out of Beacon Roofing Supply, Inc. (BECN) in Q2 2025, closing a stake of 223,497 shares — an estimated $27.6M sold.

Alpine Associates Management first reported a position in BECN in Q1 2025 and held it in 1 quarter. The position peaked at $27.6M in Q1 2025. 3 funds tracked by Wall St. Rank hold BECN as of Q2 2025.

Alpine Associates Management reported no remaining Beacon Roofing Supply, Inc. position as of Q2 2025 after selling out during the quarter.
Alpine Associates Management sold 223,497 Beacon Roofing Supply, Inc. shares in Q2 2025, an estimated $27.6M.
Alpine Associates Management first reported a position in Beacon Roofing Supply, Inc. in Q1 2025 and held it in 1 quarter.
Alpine Associates Management's Beacon Roofing Supply, Inc. position peaked at $27.6M in Q1 2025.
3 funds tracked by Wall St. Rank held Beacon Roofing Supply, Inc. as of Q2 2025.

Based on Alpine Associates Management's 13F filing for Q2 2025, filed 5 Aug 2025.