Balyasny Asset Management
BECN

Balyasny Asset Management’s Beacon Roofing Supply, Inc. BECN Stock Holding History

Balyasny Asset 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
-23,400
Closed -$2.89M – 3496
2025
Q1 		$2.89M Buy
+23,400
New +$2.73M ﹤0.01% 1513

Other funds holding BECN

CIM
CIM Investment Management Pittsburgh, Pennsylvania $375M AUM 32.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Balyasny Asset Management's BECN Position: Q2 2025 in Review

Balyasny Asset Management sold out of Beacon Roofing Supply, Inc. (BECN) in Q2 2025, closing a stake of 174,730 shares — an estimated $21.6M sold.

Balyasny Asset Management first reported a position in BECN in Q1 2016 and held it in 24 quarters. The position peaked at $89M in Q2 2024. 3 funds tracked by Wall St. Rank hold BECN as of Q2 2025.

  • Balyasny Asset Management reported no remaining Beacon Roofing Supply, Inc. position as of Q2 2025 after selling out during the quarter.
  • Balyasny Asset Management sold 174,730 Beacon Roofing Supply, Inc. shares in Q2 2025, an estimated $21.6M.
  • Balyasny Asset Management first reported a position in Beacon Roofing Supply, Inc. in Q1 2016 and held it in 24 quarters.
  • Balyasny Asset Management's Beacon Roofing Supply, Inc. position peaked at $89M in Q2 2024.
  • 3 funds tracked by Wall St. Rank held Beacon Roofing Supply, Inc. as of Q2 2025.

Based on Balyasny Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.