Pincus & Co. Warburg is 10% at Builders FirstSource, Inc. (BLDR). They have made 18 open-market trades across 11 companies since 2012, most recently 2026-05-13.
2 open-market purchases totalling $282K since 2012, against 16 sales. Too few scored purchases to measure a record yet.
| Ticker | Shares | Value |
|---|---|---|
| LPI | 60,655,002 | $2.9B |
| FIS | 41,255,862 | $1.5B |
| BLDR | 20,263,266 | $1.1B |
| SHC | 61,822,952 | $1.1B |
| TRTN | 7,469,790 | $594.2M |
| AVLR | 4,859,989 | $454.3M |
| ARMK | 6,517,070 | $360.7M |
| SILK | 13,099,629 |
Shares reported on the most recent Form 4, priced at the 2025-09-09 close. 1 holding could not be priced and is excluded from the total.
Counted per filing, not per execution lot — a purchase filled in several tranches is one decision.
| 7d | 30d | 90d | |
|---|---|---|---|
| Accuracy | 54% | 46% | 38% |
| Avg Move | -4.2% | -1.7% | -1.9% |
| Scored | 13 | 13 | 13 |
| Ticker | Type | Traded | Filed | Price | Value | 7d Stock | 30d Stock | 90d Stock |
|---|---|---|---|---|---|---|---|---|
| SHC | SELL | 2026-05-13 | 2026-05-15 | $15.17 | $289.8M | +1.4% | +4.5% | +22.4% |
| SHC | SELL | 2025-09-05 | 2025-09-09 | $15.11 | $181.3M | -0.3% | +0.6% | +5.9% |
| SHC | SELL | 2024-03-04 | 2024-03-06 | $14.31 | $474.9M | +0.2% | -20.7% | -18.6% |
| ALHC | SELL | 2022-09-20 | 2022-09-20 | $14.61 | $59.7M | -9.2% | -11.3% | -12.1% |
| ALHC | SELL | 2021-04-06 | 2021-04-08 | $16.83 | $24.1M | +2.3% | -4.4% | +4.3% |
| AVLR | SELL | 2019-05-20 | 2019-05-22 | $69.63 | $306.4M | -4.7% | +6.0% | +21.9% |
| SILK | SELL | 2019-04-08 | 2019-04-10 | $20.00 | $18.0M | -4.5% | +20.5% | +13.4% |
| TRTN | SELL | 2019-03-19 | 2019-03-21 | $31.10 | $221.8M | +2.3% | +5.3% | +2.7% |
| AR | SELL | 2018-11-08 | 2018-11-09 | $15.87 | $162K | -12.5% | -19.4% | -45.0% |
| TRTN | SELL | 2018-09-05 | 2018-09-07 | $34.78 | $64.3M | -1.4% | -14.4% | -11.6% |
| BPI | SELL | 2017-11-21 | 2017-11-21 | $7.90 | $59.7M | +0.4% | -2.6% | -21.8% |
| BLDR | SELL | 2015-07-31 | 2015-08-03 | $12.22 | $56.2M | -21.3% | +2.4% | +2.4% |
| ARMK | SELL | 2015-05-27 | 2015-05-29 | $31.47 | $236.0M | +0.1% | +2.2% | +2.2% |
| EIGI | SELL | 2015-03-11 | 2015-03-11 | $19.00 | $172.3M | -7.0% | -1.8% | -1.8% |
| ARMK | SELL | 2014-06-04 | 2014-06-06 | $24.54 | $126.3M | +0.1% | +2.2% | +2.2% |
| TLON | SELL | 2013-07-16 | 2013-07-18 | $0.06 | $9.1M | N/A | N/A | N/A |
| BLDR | BUY | 2012-06-04 | 2012-06-06 | $3.54 | $146K | -21.3% | +2.4% | +2.4% |
| BLDR | BUY | 2012-03-02 | 2012-03-06 | $3.12 | $136K | -21.3% | +2.4% | +2.4% |
Grouped by shared companies and similar filing behaviour. This is a similarity measure, not a ranking or a performance signal.
| $360.1M |
| EIGI | 35,122,844 | $333.3M |
| BPI | 9,638,285 | $248.2M |
| ALHC | 17,922,779 | $148.8M |
| CERE | 2,307,692 | $103.8M |
| AR | 143 | $6K |
| TLON | 152,329,944 | — |
| Total | $9.2B |