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
-129,600
Closed -$16M – 14017
2025
Q1 		$16M Buy
+129,600
New +$15.1M ﹤0.01% 1959
2024
Q4 		– Sell
-31,500
Closed -$2.72M – 13480
2024
Q3 		$2.72M Sell
31,500
-16,900
-35% -$1.51M ﹤0.01% 4726
2024
Q2 		$4.38M Buy
48,400
+39,900
+469% +$3.85M ﹤0.01% 3658
2024
Q1 		$833K Sell
8,500
-5,100
-38% -$443K ﹤0.01% 7321
2023
Q4 		$1.18M Sell
13,600
-200
-1% -$15.7K ﹤0.01% 6577
2023
Q3 		$1.06M Buy
13,800
+7,900
+134% +$638K ﹤0.01% 6494
2023
Q2 		$490K Sell
5,900
-41,100
-87% -$2.72M ﹤0.01% 8375
2023
Q1 		$2.77M Buy
47,000
+27,300
+139% +$1.6M ﹤0.01% 4476
2022
Q4 		$1.04M Sell
19,700
-27,800
-59% -$1.57M ﹤0.01% 6095
2022
Q3 		$2.6M Sell
47,500
-10,800
-19% -$612K ﹤0.01% 4377
2022
Q2 		$2.99M Buy
58,300
+36,700
+170% +$2.15M ﹤0.01% 4083
2022
Q1 		$1.28M Buy
21,600
+11,200
+108% +$641K ﹤0.01% 6521
2021
Q4 		$596K Sell
10,400
-109,700
-91% -$5.91M ﹤0.01% 8705
2021
Q3 		$5.74M Sell
120,100
-72,000
-37% -$3.73M ﹤0.01% 3704
2021
Q2 		$10.2M Buy
192,100
+15,200
+9% +$849K ﹤0.01% 2893
2021
Q1 		$9.26M Buy
176,900
+158,100
+841% +$7.38M ﹤0.01% 2892
2020
Q4 		$756K Sell
18,800
-67,100
-78% -$2.45M ﹤0.01% 7350
2020
Q3 		$2.67M Sell
85,900
-51,800
-38% -$1.56M ﹤0.01% 4079
2020
Q2 		$3.63M Buy
137,700
+29,600
+27% +$661K ﹤0.01% 3486
2020
Q1 		$1.79M Buy
108,100
+64,500
+148% +$1.88M ﹤0.01% 4167
2019
Q4 		$1.39M Buy
43,600
+1,000
+2% +$31.6K ﹤0.01% 4920
2019
Q3 		$1.43M Buy
42,600
+17,300
+68% +$585K ﹤0.01% 4929
2019
Q2 		$929K Buy
25,300
+7,500
+42% +$272K ﹤0.01% 5832
2019
Q1 		$572K Sell
17,800
-2,400
-12% -$83.9K ﹤0.01% 6025
2018
Q4 		$641K Sell
20,200
-38,500
-66% -$1.19M ﹤0.01% 5546
2018
Q3 		$2.12M Buy
58,700
+11,800
+25% +$468K ﹤0.01% 3880
2018
Q2 		$2M Sell
46,900
-26,800
-36% -$1.23M ﹤0.01% 4018
2018
Q1 		$3.91M Buy
73,700
+62,800
+576% +$3.61M ﹤0.01% 2862
2017
Q4 		$695K Sell
10,900
-20,000
-65% -$1.15M ﹤0.01% 5967
2017
Q3 		$1.58M Buy
+30,900
New +$1.44M ﹤0.01% 4352
2017
Q2 		– Sell
-6,200
Closed -$305K – 9957
2017
Q1 		$305K Buy
6,200
+300
+5% +$13.8K ﹤0.01% 7312
2016
Q4 		$272K Sell
5,900
-10,600
-64% -$474K ﹤0.01% 8155
2016
Q3 		$694K Buy
+16,500
New +$750K ﹤0.01% 5474
2014
Q4 		– Sell
-24,100
Closed -$614K – 10186
2014
Q3 		$614K Buy
24,100
+3,700
+18% +$105K ﹤0.01% 6835
2014
Q2 		$676K Buy
20,400
+11,400
+127% +$401K ﹤0.01% 6886
2014
Q1 		$348K Buy
9,000
+3,300
+58% +$128K ﹤0.01% 7358
2013
Q4 		$230K Sell
5,700
-28,300
-83% -$1.03M ﹤0.01% 8027
2013
Q3 		$1.25M Sell
34,000
-9,200
-21% -$351K ﹤0.01% 4898
2013
Q2 		$1.64M Buy
+43,200
New +$1.68M ﹤0.01% 4218

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.