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

Sagefield Capital’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	-3,100	Closed	-$383K	–	126
2025 Q1	$383K	Buy	3,100 +600	+24%	+$69.9K	0.05%	94
2024 Q4	$254K	Buy	+2,500	New	+$252K	0.03%	89

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

Sagefield Capital's BECN Position: Q2 2025 in Review

Sagefield Capital sold out of Beacon Roofing Supply, Inc. (BECN) in Q2 2025, closing a stake of 3,100 shares — an estimated $383K sold.

Sagefield Capital first reported a position in BECN in Q4 2024 and held it in 2 quarters. The position peaked at $383K in Q1 2025. 3 funds tracked by Wall St. Rank hold BECN as of Q2 2025.

Sagefield Capital reported no remaining Beacon Roofing Supply, Inc. position as of Q2 2025 after selling out during the quarter.
Sagefield Capital sold 3,100 Beacon Roofing Supply, Inc. shares in Q2 2025, an estimated $383K.
Sagefield Capital first reported a position in Beacon Roofing Supply, Inc. in Q4 2024 and held it in 2 quarters.
Sagefield Capital's Beacon Roofing Supply, Inc. position peaked at $383K in Q1 2025.
3 funds tracked by Wall St. Rank held Beacon Roofing Supply, Inc. as of Q2 2025.

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