SCA
BECN

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

Southpoint Capital Advisors’s Portfolio BECN Stock Details BECN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-700,000
Closed -$22.5M – 36
2019
Q1 		$22.5M Sell
700,000
-2,300,000
-77% -$74M 0.96% 25
2018
Q4 		$95.2M Buy
3,000,000
+1,000,000
+50% +$31.7M 4.6% 11
2018
Q3 		$72.4M Buy
+2,000,000
New +$72.4M 2.8% 18