Bayesian Capital Management’s Beacon Roofing Supply, Inc. BECN Stock Holding History

Bayesian Capital 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	-9,956	Closed	-$1.23M	–	930
2025 Q1	$1.23M	Sell	9,956 -7,000	-41%	-$815K	0.2%	137
2024 Q4	$1.72M	Buy	+16,956	New	+$1.71M	0.21%	143
2024 Q2	–	Sell	-5,831	Closed	-$572K	–	1158
2024 Q1	$572K	Buy	+5,831	New	+$506K	0.05%	409
2019 Q3	–	Sell	-17,200	Closed	-$632K	–	725
2019 Q2	$632K	Buy	+17,200	New	+$623K	0.13%	218
2018 Q2	–	Sell	-6,600	Closed	-$350K	–	763
2018 Q1	$350K	Sell	6,600 -6,200	-48%	-$357K	0.09%	361
2017 Q4	$816K	Buy	+12,800	New	+$735K	0.17%	212
2016 Q3	–	Sell	-14,855	Closed	-$675K	–	537
2016 Q2	$675K	Buy	14,855 +9,600	+183%	+$413K	0.4%	72
2016 Q1	$216K	Buy	+5,255	New	+$200K	0.2%	255

Other funds holding BECN

CIM

CIM Investment Management Pittsburgh, Pennsylvania $375M AUM 32.03% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Bayesian Capital Management's BECN Position: Q2 2025 in Review

Bayesian Capital Management sold out of Beacon Roofing Supply, Inc. (BECN) in Q2 2025, closing a stake of 9,956 shares — an estimated $1.23M sold.

Bayesian Capital Management first reported a position in BECN in Q1 2016 and held it in 8 quarters. The position peaked at $1.72M in Q4 2024. 3 funds tracked by Wall St. Rank hold BECN as of Q2 2025.

Bayesian Capital Management reported no remaining Beacon Roofing Supply, Inc. position as of Q2 2025 after selling out during the quarter.
Bayesian Capital Management sold 9,956 Beacon Roofing Supply, Inc. shares in Q2 2025, an estimated $1.23M.
Bayesian Capital Management first reported a position in Beacon Roofing Supply, Inc. in Q1 2016 and held it in 8 quarters.
Bayesian Capital Management's Beacon Roofing Supply, Inc. position peaked at $1.72M in Q4 2024.
3 funds tracked by Wall St. Rank held Beacon Roofing Supply, Inc. as of Q2 2025.

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