Polymer Capital Management’s Beacon Roofing Supply, Inc. BECN Stock Holding History

Polymer Capital Management’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	-2,781	Closed	-$344K	–	801
2025 Q1	$344K	Buy	+2,781	New	+$324K	0.09%	325

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

Polymer Capital Management's BECN Position: Q2 2025 in Review

Polymer Capital Management sold out of Beacon Roofing Supply, Inc. (BECN) in Q2 2025, closing a stake of 2,781 shares — an estimated $344K sold.

Polymer Capital Management first reported a position in BECN in Q1 2025 and held it in 1 quarter. The position peaked at $344K in Q1 2025. 3 funds tracked by Wall St. Rank hold BECN as of Q2 2025.

Polymer Capital Management reported no remaining Beacon Roofing Supply, Inc. position as of Q2 2025 after selling out during the quarter.
Polymer Capital Management sold 2,781 Beacon Roofing Supply, Inc. shares in Q2 2025, an estimated $344K.
Polymer Capital Management first reported a position in Beacon Roofing Supply, Inc. in Q1 2025 and held it in 1 quarter.
Polymer Capital Management's Beacon Roofing Supply, Inc. position peaked at $344K in Q1 2025.
3 funds tracked by Wall St. Rank held Beacon Roofing Supply, Inc. as of Q2 2025.

Based on Polymer Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.