LMR Partners’s Beacon Roofing Supply, Inc. BECN Stock Holding History

LMR Partners’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	-7,283	Closed	-$901K	–	1728
2025 Q1	$901K	Buy	+7,283	New	+$848K	0.01%	807

Other funds holding BECN

CIM

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

LMR Partners's BECN Position: Q2 2025 in Review

LMR Partners sold out of Beacon Roofing Supply, Inc. (BECN) in Q2 2025, closing a stake of 7,283 shares — an estimated $901K sold.

LMR Partners first reported a position in BECN in Q1 2025 and held it in 1 quarter. The position peaked at $901K in Q1 2025. 3 funds tracked by Wall St. Rank hold BECN as of Q2 2025.

LMR Partners reported no remaining Beacon Roofing Supply, Inc. position as of Q2 2025 after selling out during the quarter.
LMR Partners sold 7,283 Beacon Roofing Supply, Inc. shares in Q2 2025, an estimated $901K.
LMR Partners first reported a position in Beacon Roofing Supply, Inc. in Q1 2025 and held it in 1 quarter.
LMR Partners's Beacon Roofing Supply, Inc. position peaked at $901K in Q1 2025.
3 funds tracked by Wall St. Rank held Beacon Roofing Supply, Inc. as of Q2 2025.

Based on LMR Partners's 13F filing for Q2 2025, filed 14 Aug 2025.