915 Investments, LP sold 10,000,000 shares of AMKR for $484.9M on 2026-02-12; holdings reduced 25.3% to 29.59M shares
915 Investments, LP executed a substantial open-market sale of 10,000,000 shares at $48.49, reducing its AMKR stake by 25.3% from 39.59M to 29.59M shares. The sale occurred near the 52-week high of $56.17 (current price $46.84 is -16.6% from that peak), yet the prior trade at this ticker on 2023-09-06 showed a 90-day return of +21.2%, indicating the insider's prior sell did not precede a material decline. Across the insider's full cross-ticker history, the 90d well-timed rate is 0.00%, meaning prior sells have consistently been followed by positive returns rather than declines. The sale magnitude and timing relative to AMKR's current price action (down 2.4% over 30 days despite strong 90-day gains of 49.0%) merit investor scrutiny given the company's mixed fundamentals—flat revenue growth (Annual FY revenue growth -2.8%), elevated P/E of 37.47, and the insider's historical pattern of selling into strength rather than ahead of weakness.