Dmitry Balyasny’s Beacon Roofing Supply, Inc. BECN Stock Holding History

Dmitry Balyasny’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	-23,400	Closed	-$2.89M	–	3496
2025 Q1	$2.89M	Buy	+23,400	New	+$2.73M	﹤0.01%	1513

Other funds holding BECN

CIM

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Dmitry Balyasny's BECN Position: Q2 2025 in Review

Dmitry Balyasny sold out of Beacon Roofing Supply, Inc. (BECN) in Q2 2025, closing a stake of 174,730 shares — an estimated $21.6M sold.

Dmitry Balyasny first reported a position in BECN in Q1 2016 and held it in 24 quarters. The position peaked at $89M in Q2 2024. 3 funds tracked by Wall St. Rank hold BECN as of Q2 2025.

Dmitry Balyasny reported no remaining Beacon Roofing Supply, Inc. position as of Q2 2025 after selling out during the quarter.
Dmitry Balyasny sold 174,730 Beacon Roofing Supply, Inc. shares in Q2 2025, an estimated $21.6M.
Dmitry Balyasny first reported a position in Beacon Roofing Supply, Inc. in Q1 2016 and held it in 24 quarters.
Dmitry Balyasny's Beacon Roofing Supply, Inc. position peaked at $89M in Q2 2024.
3 funds tracked by Wall St. Rank held Beacon Roofing Supply, Inc. as of Q2 2025.

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