タイヨウ・パシフィック・パートナーズ
Known for friendly engagement and going-private proposals.
"Companies tracked" and "first seen" reflect activity within our coverage period (from 2025-02-09 onward) and do not represent this investor's total number of historical holdings in the Japanese market.
This commentary is AI-generated from filing data and news articles (web search). It may contain hallucinations or factual errors, so please verify the content against primary sources yourself. It is not intended as investment advice.
Across all five tracked holdings — マクセル, ラクーンホールディングス, アルバック, ネクセラファーマ, and ＮＩＳＳＨＡ — Taiyo Pacific Partners uses identical verbatim EDINET language: "純投資及び状況に応じて経営陣への助言、重要提案行為等を行うこと" (pure investment and, depending on circumstances, advice to management and important proposal actions). This is a fully standardized purpose statement applied consistently across the portfolio, with no ticker-specific variation in wording or assertiveness in the filed text itself. The disclosed language keeps open the possibility of both advisory dialogue and formal "important proposal actions," but the filings themselves do not specify what form such actions might take for any individual name. Separately, press coverage describes Taiyo as a self-identified "friendly activist" and references an annual engagement gathering ("Taiyo社長会") with portfolio company presidents, as well as a tender offer to fully acquire Star Micronics after an earlier capital/business alliance — though Star Micronics is not among the five tickers in this dataset, so it is noted only as context on the manager's broader engagement style, not as part of this filer's tracked activity here.
The five covered tickers span four sectors: 電気機器 (Electric Appliances, 2 companies — マクセル, アルバック), 情報・通信業 (1 — ラクーンホールディングス), 医薬品 (1 — ネクセラファーマ), and その他製品 (1 — ＮＩＳＳＨＡ). With only five names, the portfolio shows a modest tilt toward electric appliances/precision manufacturing but is otherwise diversified across communications, pharmaceuticals, and other products rather than concentrated in a single industry.
Peak ownership ratios across the five tickers range from 5.86% to 18.36%, with a median of 9.28%. This indicates stakes typically built somewhat above the 5% disclosure threshold, sometimes reaching well into the mid-to-high teens. Note that Japan's large shareholding disclosure regime only requires filings once ownership exceeds 5%, so any accumulation below that level is not visible in this dataset, and reported peaks reflect only the individual filer's own disclosed stake.
None of the five positions currently remain above 5% (n=0), so there is no ongoing "still above 5%" holding-period data to reference. For the three positions that fell to 5% or below, the median time elapsed since that point is 445 days. Under Japan's disclosure regime, once a holding drops to 5% or below the filer's disclosure obligation ends, and from that point the position becomes fundamentally unobservable — not just by this platform but by any external party relying on these filings. A fall to 5% or below does not confirm full divestment; the filer may retain a smaller residual stake. No definitive average holding period can be stated from this data.
Of the five tracked positions, three fell to 5% or below without further confirmation (untrackable from that point), while two show confirmed full divestment to 0% via amendment report. For those two confirmed exits, the median peak ratio just before exit was 15.73%, and the median span from initial disclosure to 0% was 202 days. Press coverage corroborates one confirmed exit: a November 2025 report noted Taiyo sold its entire maxell stake, matching an amendment filing on the same date. Broader reporting also describes a period of accelerated position sales across the manager's portfolio amid reported AUM contraction, though this context should be read as background color rather than a specific driver of any single ticker's exit shown here. Given the structure of Japan's disclosure regime, a fall to 5% or below functions as the de facto observable exit signal in most cases, while explicit confirmation of full divestment to 0% is comparatively rare — here occurring in 2 of 5 tracked positions, a small sample that limits generalization. This commentary reflects only activity observable within this platform's data collection period and does not represent Taiyo Pacific Partners' complete historical investment record in the Japanese market. It does not constitute investment advice or a definitive interpretation of the filer's intent.
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Based on EDINET submission dates. Dates reflect when the filing was submitted, not when the underlying trade or shareholder proposal actually occurred.
When multiple filers are included in the same joint filing, we combine them into a single event (28 filings total on a per-filing basis, 28 on a per-event basis).
純投資及び状況に応じて経営陣への助言、重要提案行為等を行うこと。
純投資及び状況に応じて経営陣への助言、重要提案行為等を行うこと。
純投資及び状況に応じて経営陣への助言、重要提案行為等を行うこと。
純投資及び状況に応じて経営陣への助言、重要提案行為等を行うこと。
純投資及び状況に応じて経営陣への助言、重要提案行為等を行うこと。
純投資及び状況に応じて経営陣への助言、重要提案行為等を行うこと。
純投資及び状況に応じて経営陣への助言、重要提案行為等を行うこと。
純投資及び状況に応じて経営陣への助言、重要提案行為等を行うこと。
純投資及び状況に応じて経営陣への助言、重要提案行為等を行うこと。
純投資及び状況に応じて経営陣への助言、重要提案行為等を行うこと。
純投資及び状況に応じて経営陣への助言、重要提案行為等を行うこと。
純投資及び状況に応じて経営陣への助言、重要提案行為等を行うこと。
純投資及び状況に応じて経営陣への助言、重要提案行為等を行うこと。
純投資及び状況に応じて経営陣への助言、重要提案行為等を行うこと。
純投資及び状況に応じて経営陣への助言、重要提案行為等を行うこと。
純投資及び状況に応じて経営陣への助言、重要提案行為等を行うこと。
純投資及び状況に応じて経営陣への助言、重要提案行為等を行うこと。
純投資及び状況に応じて経営陣への助言、重要提案行為等を行うこと。
純投資及び状況に応じて経営陣への助言、重要提案行為等を行うこと。
純投資及び状況に応じて経営陣への助言、重要提案行為等を行うこと。
純投資及び状況に応じて経営陣への助言、重要提案行為等を行うこと。
純投資及び状況に応じて経営陣への助言、重要提案行為等を行うこと。
純投資及び状況に応じて経営陣への助言、重要提案行為等を行うこと。
純投資及び状況に応じて経営陣への助言、重要提案行為等を行うこと。
Because these are at or below 5%, subsequent holding status cannot be tracked.
| Nxera Pharma Co.,Ltd.4565Other activists in this company → | 4.80% | 2025-06-25 |
| Nissha Co.,Ltd.7915Other activists in this company → | 4.18% | 2025-05-21 |
| ULVAC, Inc.6728Other activists in this company → | 3.76% | 2025-08-22 |
This page mechanically aggregates and organizes disclosure data from EDINET large shareholding and change reports into a timeline. The "purpose of holding" field reproduces the original text as filed. It does not guarantee any particular investment judgment or interpretation of the filer's intent. Data is updated daily.
Source: EDINET (the Financial Services Agency's electronic disclosure system). "View original" links to the PDF of the original filing, which we retrieve and store via the EDINET API (EDINET's own browsing site does not support direct links to individual filings).
Click a card to expand it in the detailed chart below.
The horizontal axis reflects actual calendar dates (the real interval between filings); the vertical axis is ownership stake. Each marker is the value as of that filing — click it to view the underlying filing on EDINET (hover first to see the date and ratio).
The solid line marks changes confirmed by a filing. The lighter dashed line marks a stretch where the stake had fallen below 5% (so the continuing-disclosure obligation no longer applies) or where no new filing has been made since the latest report — the actual trajectory during that stretch is unknown (it does not necessarily mean the holding continued or stayed at a given level). The red circle marks the point a change report confirmed a 0% holding (position exited).