SAM
BECN

Stansberry Asset Management’s Beacon Roofing Supply, Inc. BECN Stock Holding History

Stansberry Asset 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
-9,234
Closed -$1.14M – 148
2025
Q1 		$1.14M Sell
9,234
-5,280
-36% -$615K 0.14% 91
2024
Q4 		$1.47M Sell
14,514
-49,623
-77% -$5M 0.19% 83
2024
Q3 		$5.54M Buy
64,137
+3,713
+6% +$331K 0.69% 53
2024
Q2 		$5.47M Buy
60,424
+8,670
+17% +$836K 0.72% 56
2024
Q1 		$5.07M Buy
51,754
+3,966
+8% +$344K 0.68% 52
2023
Q4 		$4.16M Sell
47,788
-2,598
-5% -$204K 0.69% 44
2023
Q3 		$3.89M Buy
50,386
+8,194
+19% +$662K 0.68% 50
2023
Q2 		$3.5M Sell
42,192
-3,084
-7% -$204K 0.64% 48
2023
Q1 		$2.66M Buy
45,276
+22,191
+96% +$1.3M 0.52% 55
2022
Q4 		$1.22M Buy
23,085
+428
+2% +$24.2K 0.25% 68
2022
Q3 		$1.24M Sell
22,657
-569
-2% -$32.2K 0.27% 61
2022
Q2 		$1.19M Sell
23,226
-10,889
-32% -$639K 0.25% 63
2022
Q1 		$2.02M Buy
34,115
+2,572
+8% +$147K 0.33% 54
2021
Q4 		$1.81M Buy
31,543
+18,630
+144% +$1M 0.29% 49
2021
Q3 		$617K Buy
+12,913
New +$669K 0.12% 65
2018
Q1 		– Sell
-128,081
Closed -$8.17M – 98
2017
Q4 		$8.17M Buy
+128,081
New +$7.36M 3.51% 6

Other funds holding BECN

CIM
CIM Investment Management Pittsburgh, Pennsylvania $375M AUM 32.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Stansberry Asset Management's BECN Position: Q2 2025 in Review

Stansberry Asset Management sold out of Beacon Roofing Supply, Inc. (BECN) in Q2 2025, closing a stake of 9,234 shares — an estimated $1.14M sold.

Stansberry Asset Management first reported a position in BECN in Q4 2017 and held it in 16 quarters. The position peaked at $8.17M in Q4 2017. 3 funds tracked by Wall St. Rank hold BECN as of Q2 2025.

  • Stansberry Asset Management reported no remaining Beacon Roofing Supply, Inc. position as of Q2 2025 after selling out during the quarter.
  • Stansberry Asset Management sold 9,234 Beacon Roofing Supply, Inc. shares in Q2 2025, an estimated $1.14M.
  • Stansberry Asset Management first reported a position in Beacon Roofing Supply, Inc. in Q4 2017 and held it in 16 quarters.
  • Stansberry Asset Management's Beacon Roofing Supply, Inc. position peaked at $8.17M in Q4 2017.
  • 3 funds tracked by Wall St. Rank held Beacon Roofing Supply, Inc. as of Q2 2025.

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