Michael Gelband’s Beacon Roofing Supply, Inc. BECN Stock Holding History

Michael Gelband’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	-127,700	Closed	-$15.8M	–	2082
2025 Q1	$15.8M	Buy	+127,700	New	+$14.9M	0.16%	128

Other funds holding BECN

CIM

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Michael Gelband's BECN Position: Q2 2025 in Review

Michael Gelband sold out of Beacon Roofing Supply, Inc. (BECN) in Q2 2025, closing a stake of 3,506 shares — an estimated $434K sold.

Michael Gelband first reported a position in BECN in Q3 2019 and held it in 16 quarters. The position peaked at $5.51M in Q4 2022. 3 funds tracked by Wall St. Rank hold BECN as of Q2 2025.

Michael Gelband reported no remaining Beacon Roofing Supply, Inc. position as of Q2 2025 after selling out during the quarter.
Michael Gelband sold 3,506 Beacon Roofing Supply, Inc. shares in Q2 2025, an estimated $434K.
Michael Gelband first reported a position in Beacon Roofing Supply, Inc. in Q3 2019 and held it in 16 quarters.
Michael Gelband's Beacon Roofing Supply, Inc. position peaked at $5.51M in Q4 2022.
3 funds tracked by Wall St. Rank held Beacon Roofing Supply, Inc. as of Q2 2025.

Based on ExodusPoint Capital Management's 13F filing for Q2 2025, filed 13 Aug 2025.