DFCM
BECN

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

Dark Forest 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
-23,253
Closed -$2.88M – 1575
2025
Q1 		$2.88M Buy
23,253
+11,347
+95% +$1.32M 0.13% 238
2024
Q4 		$1.21M Sell
11,906
-31,983
-73% -$3.23M 0.18% 120
2024
Q3 		$3.79M Buy
+43,889
New +$3.91M 0.48% 31
2023
Q4 		– Sell
-46,529
Closed -$3.59M – 1147
2023
Q3 		$3.59M Buy
46,529
+34,550
+288% +$2.79M 0.28% 26
2023
Q2 		$994K Buy
11,979
+7,370
+160% +$487K 0.09% 298
2023
Q1 		$271K Buy
+4,609
New +$270K 0.06% 287
2022
Q2 		– Sell
-3,505
Closed -$208K – 1458
2022
Q1 		$208K Buy
3,505
+3,287
+1,508% +$188K 0.05% 368
2021
Q4 		$13K Sell
218
-2,708
-93% -$146K ﹤0.01% 847
2021
Q3 		$140K Buy
2,926
+2,748
+1,544% +$142K 0.05% 306
2021
Q2 		$9K Buy
+178
New +$9.94K ﹤0.01% 652

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

Dark Forest Capital Management's BECN Position: Q2 2025 in Review

Dark Forest Capital Management sold out of Beacon Roofing Supply, Inc. (BECN) in Q2 2025, closing a stake of 23,253 shares — an estimated $2.88M sold.

Dark Forest Capital Management first reported a position in BECN in Q2 2021 and held it in 10 quarters. The position peaked at $3.79M in Q3 2024. 3 funds tracked by Wall St. Rank hold BECN as of Q2 2025.

  • Dark Forest Capital Management reported no remaining Beacon Roofing Supply, Inc. position as of Q2 2025 after selling out during the quarter.
  • Dark Forest Capital Management sold 23,253 Beacon Roofing Supply, Inc. shares in Q2 2025, an estimated $2.88M.
  • Dark Forest Capital Management first reported a position in Beacon Roofing Supply, Inc. in Q2 2021 and held it in 10 quarters.
  • Dark Forest Capital Management's Beacon Roofing Supply, Inc. position peaked at $3.79M in Q3 2024.
  • 3 funds tracked by Wall St. Rank held Beacon Roofing Supply, Inc. as of Q2 2025.

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