TC
BECN

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

TwinBeech 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
Q1 		– Sell
-16,656
Closed -$1.69M – 1021
2024
Q4 		$1.69M Sell
16,656
-49,121
-75% -$4.95M 0.03% 343
2024
Q3 		$5.69M Buy
65,777
+3,605
+6% +$321K 0.11% 219
2024
Q2 		$5.63M Buy
+62,172
New +$6M 0.11% 209
2022
Q1 		– Sell
-23,770
Closed -$1.36M – 789
2021
Q4 		$1.36M Buy
23,770
+18,133
+322% +$977K 0.08% 291
2021
Q3 		$269K Buy
+5,637
New +$292K 0.02% 512

Other funds holding BECN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TwinBeech Capital's BECN Position: Q1 2025 in Review

TwinBeech Capital sold out of Beacon Roofing Supply, Inc. (BECN) in Q1 2025, closing a stake of 16,656 shares — an estimated $1.69M sold.

TwinBeech Capital first reported a position in BECN in Q3 2021 and held it in 5 quarters. The position peaked at $5.69M in Q3 2024. 329 funds tracked by Wall St. Rank hold BECN as of Q1 2025.

  • TwinBeech Capital reported no remaining Beacon Roofing Supply, Inc. position as of Q1 2025 after selling out during the quarter.
  • TwinBeech Capital sold 16,656 Beacon Roofing Supply, Inc. shares in Q1 2025, an estimated $1.69M.
  • TwinBeech Capital first reported a position in Beacon Roofing Supply, Inc. in Q3 2021 and held it in 5 quarters.
  • TwinBeech Capital's Beacon Roofing Supply, Inc. position peaked at $5.69M in Q3 2024.
  • 329 funds tracked by Wall St. Rank held Beacon Roofing Supply, Inc. as of Q1 2025.

Based on TwinBeech Capital's 13F filing for Q1 2025, filed 15 May 2025.