Long7532Jun 2026
Pan Pacific International Holdings
Pan Pacific is a Japanese discount retailer whose shares were pressured by acquisition concerns, new-format costs and questions around gross-margin sustainability. Aristotle…
7532
1 published idea on Pan Pacific International Holdings across 1 fund — 1 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on Pan Pacific International Holdings: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Pan Pacific is a Japanese discount retailer whose shares were pressured by acquisition concerns, new-format costs and questions around gross-margin sustainability. Aristotle…