BGC
BECN

Blue Grotto Capital’s Beacon Roofing Supply, Inc. BECN Stock Holding History

Blue Grotto Capital’s Portfolio BECN Stock Details BECN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-200,000
Closed -$24.7M – 35
2025
Q1 		$24.7M Sell
200,000
-33,572
-14% -$4.15M 4.04% 7
2024
Q4 		$23.7M Buy
+233,572
New +$23.7M 4.34% 10