SEC 13F Intelligence

Brightline Capital Management, LLC / BECNUSD

Brightline Capital Management, LLC’s Beacon Roofing Supply Inc Position

Does Brightline Capital Management, LLC own Beacon Roofing Supply Inc (BECNUSD)? Not currently — the last reported position was 76.0K shares worth $7M in Q2 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$7M
Q2 2024
Shares
76.0K
% of Portfolio
+3.41%
Quarters Held
2
position exited

Position History BECNUSD

Reported value by quarter
Q4 ’23: $8MQ4 ’23Q2 ’24: $7MQ2 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202476.0K$7M+3.41%
Q4 202396.0K$8M+9.06%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Brightline Capital Management, LLC’s full portfolio or all institutional holders of BECNUSD.