SHIM
BECN

Spruce House Investment Management’s Beacon Roofing Supply, Inc. BECN Stock Holding History

Spruce House Investment Management’s Portfolio BECN Stock Details BECN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-500,000
Closed -$50.8M – 12
2024
Q4 		$50.8M Buy
500,000
+297,000
+146% +$30.2M 1.87% 8
2024
Q3 		$17.5M Buy
203,000
+100,000
+97% +$8.64M 0.86% 9
2024
Q2 		$9.32M Hold
103,000
– – 0.61% 9
2024
Q1 		$10.1M Buy
+103,000
New +$10.1M 0.73% 8