Iridian Asset Management’s Beacon Roofing Supply, Inc. BECN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,200
| Closed | -$272K | – | 46 |
|
|
2025
Q1 | $272K | Sell |
2,200
-57,458
| -96% | -$6.69M | 0.09% | 43 |
|
|
2024
Q4 | $6.06M | Sell |
59,658
-24,055
| -29% | -$2.43M | 1.61% | 20 |
|
|
2024
Q3 | $7.24M | Buy |
83,713
+18,064
| +28% | +$1.61M | 1.55% | 20 |
|
|
2024
Q2 | $5.94M | Buy |
65,649
+7,031
| +12% | +$678K | 1.34% | 22 |
|
|
2024
Q1 | $5.75M | Buy |
58,618
+2,132
| +4% | +$185K | 1.13% | 26 |
|
|
2023
Q4 | $4.92M | Sell |
56,486
-4,303
| -7% | -$337K | 0.89% | 28 |
|
|
2023
Q3 | $4.69M | Sell |
60,789
-112,626
| -65% | -$9.1M | 0.95% | 29 |
|
|
2023
Q2 | $14.4M | Sell |
173,415
-265,134
| -60% | -$17.5M | 1.34% | 21 |
|
|
2023
Q1 | $25.8M | Sell |
438,549
-43,227
| -9% | -$2.53M | 2.12% | 14 |
|
|
2022
Q4 | $25.4M | Sell |
481,776
-110,761
| -19% | -$6.26M | 2.45% | 14 |
|
|
2022
Q3 | $32.4M | Sell |
592,537
-283,510
| -32% | -$16.1M | 3.22% | 10 |
|
|
2022
Q2 | $45M | Sell |
876,047
-85,153
| -9% | -$5M | 3.68% | 10 |
|
|
2022
Q1 | $57M | Buy |
961,200
+24,628
| +3% | +$1.41M | 3.96% | 5 |
|
|
2021
Q4 | $53.7M | Sell |
936,572
-635,115
| -40% | -$34.2M | 3.29% | 9 |
|
|
2021
Q3 | $75.1M | Sell |
1,571,687
-790,464
| -33% | -$41M | 2.29% | 21 |
|
|
2021
Q2 | $126M | Sell |
2,362,151
-244,986
| -9% | -$13.7M | 2.2% | 19 |
|
|
2021
Q1 | $136M | Sell |
2,607,137
-215,849
| -8% | -$10.1M | 2.33% | 16 |
|
|
2020
Q4 | $113M | Buy |
2,822,986
+7,490
| +0.3% | +$274K | 2.07% | 23 |
|
|
2020
Q3 | $87.5M | Sell |
2,815,496
-36,981
| -1% | -$1.12M | 1.91% | 27 |
|
|
2020
Q2 | $75.2M | Sell |
2,852,477
-378,526
| -12% | -$8.46M | 1.66% | 31 |
|
|
2020
Q1 | $53.4M | Buy |
3,231,003
+104,511
| +3% | +$3.04M | 1.29% | 32 |
|
|
2019
Q4 | $100M | Sell |
3,126,492
-291,834
| -9% | -$9.23M | 1.64% | 32 |
|
|
2019
Q3 | $115M | Sell |
3,418,326
-294,416
| -8% | -$9.96M | 1.79% | 31 |
|
|
2019
Q2 | $136M | Buy |
3,712,742
+466,956
| +14% | +$16.9M | 1.97% | 26 |
|
|
2019
Q1 | $104M | Buy |
+3,245,786
| New | +$114M | 1.33% | 41 |
|
|
2018
Q3 | – | Sell |
-1,357,101
| Closed | -$57.8M | – | 79 |
|
|
2018
Q2 | $57.8M | Buy |
+1,357,101
| New | +$62.5M | 0.53% | 54 |
|
Other funds holding BECN
Iridian Asset Management's BECN Position: Q2 2025 in Review
Iridian Asset Management sold out of Beacon Roofing Supply, Inc. (BECN) in Q2 2025, closing a stake of 2,200 shares — an estimated $272K sold.
Iridian Asset Management first reported a position in BECN in Q2 2018 and held it in 26 quarters. The position peaked at $136M in Q1 2021. 3 funds tracked by Wall St. Rank hold BECN as of Q2 2025.
- Iridian Asset Management reported no remaining Beacon Roofing Supply, Inc. position as of Q2 2025 after selling out during the quarter.
- Iridian Asset Management sold 2,200 Beacon Roofing Supply, Inc. shares in Q2 2025, an estimated $272K.
- Iridian Asset Management first reported a position in Beacon Roofing Supply, Inc. in Q2 2018 and held it in 26 quarters.
- Iridian Asset Management's Beacon Roofing Supply, Inc. position peaked at $136M in Q1 2021.
- 3 funds tracked by Wall St. Rank held Beacon Roofing Supply, Inc. as of Q2 2025.
Based on Iridian Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.