Hudson Portfolio Management’s Beacon Roofing Supply, Inc. BECN Stock Holding History

Hudson Portfolio 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 Q1	–	Sell	-4,734	Closed	-$481K	–	115
2024 Q4	$481K	Sell	4,734 -145	-3%	-$14.6K	0.47%	69
2024 Q3	$422K	Buy	+4,879	New	+$435K	0.41%	79
2023 Q4	$429K	Sell	4,929 -21	-0.4%	-$1.65K	0.46%	66
2023 Q3	$382K	Sell	4,950 -1,365	-22%	-$110K	0.43%	69
2023 Q2	$524K	Sell	6,315 -250	-4%	-$16.5K	0.57%	56
2023 Q1	$386K	Sell	6,565 -25	-0.4%	-$1.46K	0.43%	68
2022 Q4	$348K	Hold	6,590	–	–	0.38%	78
2022 Q3	$360K	Hold	6,590	–	–	0.43%	69
2022 Q2	$338K	Sell	6,590 -60	-0.9%	-$3.52K	0.35%	76
2022 Q1	$394K	Hold	6,650	–	–	0.35%	79
2021 Q4	$381K	Buy	6,650 +560	+9%	+$30.2K	0.34%	81
2021 Q3	$290K	Buy	+6,090	New	+$316K	0.27%	90

Other funds holding BECN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

DKCM

Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Hudson Portfolio Management's BECN Position: Q1 2025 in Review

Hudson Portfolio Management sold out of Beacon Roofing Supply, Inc. (BECN) in Q1 2025, closing a stake of 4,734 shares — an estimated $481K sold.

Hudson Portfolio Management first reported a position in BECN in Q3 2021 and held it in 12 quarters. The position peaked at $524K in Q2 2023. 329 funds tracked by Wall St. Rank hold BECN as of Q1 2025.

Hudson Portfolio Management reported no remaining Beacon Roofing Supply, Inc. position as of Q1 2025 after selling out during the quarter.
Hudson Portfolio Management sold 4,734 Beacon Roofing Supply, Inc. shares in Q1 2025, an estimated $481K.
Hudson Portfolio Management first reported a position in Beacon Roofing Supply, Inc. in Q3 2021 and held it in 12 quarters.
Hudson Portfolio Management's Beacon Roofing Supply, Inc. position peaked at $524K in Q2 2023.
329 funds tracked by Wall St. Rank held Beacon Roofing Supply, Inc. as of Q1 2025.

Based on Hudson Portfolio Management's 13F filing for Q1 2025, filed 14 May 2025.