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

Beryl 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	-404,476	Closed	-$50M	–	33
2025 Q1	$50M	Buy	404,476 +349,557	+636%	+$40.7M	18.69%	2
2024 Q4	$5.58M	Buy	+54,919	New	+$5.54M	1.26%	13

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

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

Beryl Capital Management sold out of Beacon Roofing Supply, Inc. (BECN) in Q2 2025, closing a stake of 404,476 shares — an estimated $50M sold.

Beryl Capital Management first reported a position in BECN in Q4 2024 and held it in 2 quarters. The position peaked at $50M in Q1 2025. 3 funds tracked by Wall St. Rank hold BECN as of Q2 2025.

Beryl Capital Management reported no remaining Beacon Roofing Supply, Inc. position as of Q2 2025 after selling out during the quarter.
Beryl Capital Management sold 404,476 Beacon Roofing Supply, Inc. shares in Q2 2025, an estimated $50M.
Beryl Capital Management first reported a position in Beacon Roofing Supply, Inc. in Q4 2024 and held it in 2 quarters.
Beryl Capital Management's Beacon Roofing Supply, Inc. position peaked at $50M in Q1 2025.
3 funds tracked by Wall St. Rank held Beacon Roofing Supply, Inc. as of Q2 2025.

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