Imola JV Holdings, LP

Platinum Equity, LLC (10% Owner) sold 5,167,069 shares of INGM at $29.03 for $150,000,013.07 on 2026-06-15

Platinum Equity sold 5,167,069 shares for $150,000,013.07, reducing holdings by 2.8% while maintaining a substantial 177,466,319-share position. The sale occurred at $29.03, above the current price of $28.49 but 10.1% below the 52-week high of $31.69. At the same ticker, Platinum Equity's 5 prior sales all show positive 90-day returns (ranging from 3.7% to 38.2%), with a 0% well-timed rate—meaning the stock rose in every case after prior sells, indicating a pattern of selling before appreciation rather than at peaks. The current 30-day momentum is +10.8%, suggesting the recent sale was executed during a period of upward price movement. This latest sale, combined with two other INGM sales within the preceding 76 days (2026-03-30 and 2026-05-07), shows repeated liquidation activity at this ticker despite the stock's steady appreciation post-sale.

Platinum Equity LLC, a 10% owner of Ingram Micro, sold 14.5M shares for ~$361M, reducing stake by 7.3%.

Platinum Equity LLC, an institutional holder with over 10% ownership of Ingram Micro, sold a substantial block of shares representing over 7% of its remaining position. The sale occurred as the stock trades below its 52-week high but above the low end of its range, having gained meaningfully over the prior quarter. This is the fund's fifth open-market sale in the three-year window, but its track record at this specific ticker shows mixed results: two of the four prior sales preceded price declines (well-timed exits), while the other two preceded further gains (poorly-timed exits). The company itself remains profitable and growing revenue year-over-year, trading at a moderate valuation multiple. As a fund-driven disposition rather than insider selling by an officer or director with operational knowledge, this transaction reflects portfolio management positioning, not a fundamental concern about the business.

PLATINUM EQUITY sold 1,348,314 shares of INGM at $21.36 on 2026-03-30 for $28.8M, reducing stake from 198.45M to 197.10M shares.

PLATINUM EQUITY, a 10% owner, executed a $28.8M sale of 1,348,314 shares at $21.36, representing a modest -0.7% reduction in holdings. The company's fundamentals show positive momentum: annual revenue growth of +9.5%, quarterly revenue of $12.6B, and a reasonable P/E of 15.54. Stock price action has been mixed, with a +12.7% gain over 30 days and +9.2% over 90 days, but currently trades -11.6% below its 52-week high of $26.36. At INGM specifically, PLATINUM EQUITY's prior two measurable sales (2024-10-25 and 2024-11-04) both saw the stock rise afterward (+0.0%/+3.7% and +3.6%/+6.0% at 30d/90d respectively), indicating a 0 of 2 well-timed rate at this ticker. This sale occurred just 21 days after a prior sale on 2026-03-09, suggesting a pattern of incremental liquidation rather than a discrete conviction-driven event.

Platinum Equity sells 12,499,999 INGM shares at $21.36 for $266,999,978.64; holds 198,452,855 shares post-transaction.

Platinum Equity, a 10% owner, sold 12,499,999 shares (12.50M shares) at $21.36 on 2026-03-09, reducing its position by 5.9% to 198,452,855 shares (198.45M shares). The sale occurred at $21.36 while the current price stands at $22.50, meaning the stock has risen 5.2% since the transaction and sits 14.6% below its 52-week high of $26.36. At the same ticker, Platinum Equity's prior two sales (2024-11-04 and 2024-10-25) were not well-timed at the 90-day mark, with post-sale returns of +6.0% and +3.7% respectively—outcomes where the stock rose after the insider sold. The company's fundamentals remain solid, with annual revenue growth of 9.5%, a P/E of 15.00, and net income of $99,457,000.00 in the latest quarter. The significance of this transaction is moderated by the sizeable position retained (198.45M shares) and the absence of an evident negative catalyst post-trade.