Carmignac Gestion’s Beacon Roofing Supply, Inc. BECN Stock Holding History

Carmignac Gestion’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	-28,633	Closed	-$3.54M	–	173
2025 Q1	$3.54M	Buy	+28,633	New	+$3.33M	0.06%	85

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

Carmignac Gestion's BECN Position: Q2 2025 in Review

Carmignac Gestion sold out of Beacon Roofing Supply, Inc. (BECN) in Q2 2025, closing a stake of 28,633 shares — an estimated $3.54M sold.

Carmignac Gestion first reported a position in BECN in Q1 2025 and held it in 1 quarter. The position peaked at $3.54M in Q1 2025. 3 funds tracked by Wall St. Rank hold BECN as of Q2 2025.

Carmignac Gestion reported no remaining Beacon Roofing Supply, Inc. position as of Q2 2025 after selling out during the quarter.
Carmignac Gestion sold 28,633 Beacon Roofing Supply, Inc. shares in Q2 2025, an estimated $3.54M.
Carmignac Gestion first reported a position in Beacon Roofing Supply, Inc. in Q1 2025 and held it in 1 quarter.
Carmignac Gestion's Beacon Roofing Supply, Inc. position peaked at $3.54M in Q1 2025.
3 funds tracked by Wall St. Rank held Beacon Roofing Supply, Inc. as of Q2 2025.

Based on Carmignac Gestion's 13F filing for Q2 2025, filed 13 Aug 2025.