JY
BECN

Jeff Yass’s Beacon Roofing Supply, Inc. BECN Stock Holding History

Jeff Yass’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
-125,800
Closed -$15.6M – 14015
2025
Q1 		$15.6M Buy
125,800
+108,300
+619% +$12.6M ﹤0.01% 1995
2024
Q4 		$1.78M Sell
17,500
-22,200
-56% -$2.24M ﹤0.01% 5578
2024
Q3 		$3.43M Buy
39,700
+4,100
+12% +$365K ﹤0.01% 4300
2024
Q2 		$3.22M Buy
35,600
+18,900
+113% +$1.82M ﹤0.01% 4179
2024
Q1 		$1.64M Sell
16,700
-19,500
-54% -$1.69M ﹤0.01% 5797
2023
Q4 		$3.15M Buy
36,200
+21,200
+141% +$1.66M ﹤0.01% 4476
2023
Q3 		$1.16M Sell
15,000
-57,300
-79% -$4.63M ﹤0.01% 6303
2023
Q2 		$6M Sell
72,300
-19,500
-21% -$1.29M ﹤0.01% 3236
2023
Q1 		$5.4M Buy
91,800
+76,100
+485% +$4.45M ﹤0.01% 3355
2022
Q4 		$829K Sell
15,700
-116,600
-88% -$6.59M ﹤0.01% 6587
2022
Q3 		$7.24M Buy
132,300
+76,400
+137% +$4.33M ﹤0.01% 2604
2022
Q2 		$2.87M Buy
55,900
+32,000
+134% +$1.88M ﹤0.01% 4162
2022
Q1 		$1.42M Buy
23,900
+4,300
+22% +$246K ﹤0.01% 6281
2021
Q4 		$1.12M Sell
19,600
-15,000
-43% -$808K ﹤0.01% 6987
2021
Q3 		$1.65M Sell
34,600
-47,500
-58% -$2.46M ﹤0.01% 6251
2021
Q2 		$4.37M Buy
82,100
+39,100
+91% +$2.18M ﹤0.01% 4273
2021
Q1 		$2.25M Sell
43,000
-8,500
-17% -$397K ﹤0.01% 5637
2020
Q4 		$2.07M Buy
51,500
+19,600
+61% +$716K ﹤0.01% 5023
2020
Q3 		$991K Buy
31,900
+3,100
+11% +$93.5K ﹤0.01% 6142
2020
Q2 		$759K Sell
28,800
-14,200
-33% -$317K ﹤0.01% 6496
2020
Q1 		$711K Buy
43,000
+17,800
+71% +$518K ﹤0.01% 6154
2019
Q4 		$806K Sell
25,200
-15,700
-38% -$497K ﹤0.01% 5954
2019
Q3 		$1.37M Buy
40,900
+23,900
+141% +$808K ﹤0.01% 5024
2019
Q2 		$624K Sell
17,000
-33,800
-67% -$1.22M ﹤0.01% 6794
2019
Q1 		$1.63M Buy
50,800
+6,600
+15% +$231K ﹤0.01% 4080
2018
Q4 		$1.4M Buy
44,200
+23,900
+118% +$738K ﹤0.01% 4088
2018
Q3 		$735K Buy
+20,300
New +$805K ﹤0.01% 5844
2018
Q2 		– Sell
-11,900
Closed -$632K – 10573
2018
Q1 		$632K Buy
11,900
+1,300
+12% +$74.8K ﹤0.01% 6173
2017
Q4 		$676K Buy
10,600
+1,400
+15% +$80.4K ﹤0.01% 6025
2017
Q3 		$472K Buy
9,200
+2,200
+31% +$102K ﹤0.01% 6624
2017
Q2 		$343K Buy
7,000
+1,500
+27% +$73.7K ﹤0.01% 7331
2017
Q1 		$270K Sell
5,500
-3,000
-35% -$139K ﹤0.01% 7511
2016
Q4 		$392K Sell
8,500
-33,600
-80% -$1.5M ﹤0.01% 7459
2016
Q3 		$1.77M Buy
42,100
+36,700
+680% +$1.67M ﹤0.01% 3761
2016
Q2 		$246K Buy
+5,400
New +$232K ﹤0.01% 7283
2014
Q4 		– Sell
-15,600
Closed -$397K – 10185
2014
Q3 		$397K Sell
15,600
-28,400
-65% -$803K ﹤0.01% 7607
2014
Q2 		$1.46M Buy
44,000
+2,000
+5% +$70.3K ﹤0.01% 5294
2014
Q1 		$1.62M Buy
42,000
+19,500
+87% +$754K ﹤0.01% 4674
2013
Q4 		$906K Sell
22,500
-1,700
-7% -$61.7K ﹤0.01% 5679
2013
Q3 		$892K Buy
24,200
+14,100
+140% +$538K ﹤0.01% 5473
2013
Q2 		$383K Buy
+10,100
New +$393K ﹤0.01% 6431

Other funds holding BECN

CIM
CIM Investment Management Pittsburgh, Pennsylvania $375M AUM 32.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Jeff Yass's BECN Position: Q2 2025 in Review

Jeff Yass sold out of Beacon Roofing Supply, Inc. (BECN) in Q2 2025, closing a stake of 86,969 shares — an estimated $10.8M sold.

Jeff Yass first reported a position in BECN in Q4 2013 and held it in 41 quarters. The position peaked at $12M in Q4 2024. 3 funds tracked by Wall St. Rank hold BECN as of Q2 2025.

  • Jeff Yass reported no remaining Beacon Roofing Supply, Inc. position as of Q2 2025 after selling out during the quarter.
  • Jeff Yass sold 86,969 Beacon Roofing Supply, Inc. shares in Q2 2025, an estimated $10.8M.
  • Jeff Yass first reported a position in Beacon Roofing Supply, Inc. in Q4 2013 and held it in 41 quarters.
  • Jeff Yass's Beacon Roofing Supply, Inc. position peaked at $12M in Q4 2024.
  • 3 funds tracked by Wall St. Rank held Beacon Roofing Supply, Inc. as of Q2 2025.

Based on Susquehanna International Group's 13F filing for Q2 2025, filed 14 Aug 2025.