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 covered tickers (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, ＮＩＳＳＨＡ), the filer's most recent EDINET filings use an identical purpose statement: "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 standardized, boilerplate formulation applied consistently regardless of sector or holding, and the wording itself does not escalate or soften across tickers — there is no filing-level language suggesting board nominations or hostile campaigns. Per the text alone, the stance is best described as investment with an optionality clause for engagement-type actions ("important proposal actions") should circumstances warrant, rather than a declared activist mandate at the outset. Press coverage referenced separately (not part of the EDINET text) describes broader engagement practices including TOB activity and management dialogue, but this is external reporting and should be treated distinctly from the filed purpose statements.
With five tickers spread across four sectors — 電気機器 (2), 情報・通信業 (1), 医薬品 (1), その他製品 (1) — the portfolio shows a modest concentration in 電気機器 (electric equipment/machinery) but is otherwise diversified across distinct sectors rather than clustered in a single industry. Given the small sample size (n=5), this diversification pattern should be read as illustrative rather than a firm sector thesis.
The peak ownership ratio per ticker has a median of 9.28%, with a range of 5.86%–18.36% (n=5). All observed positions clear the 5% disclosure threshold, which is expected under Japan's large shareholding disclosure regime — filings are only triggered once ownership exceeds 5%, so any smaller stakes this filer may hold elsewhere would not appear in this dataset. The observed range suggests stakes typically build somewhat above the disclosure threshold, with at least one instance reaching into the high-teens percentage.
None of the five tracked positions remain above 5% at present (0 of 5), so there is no "still above 5%" elapsed-day figure to report. For the three positions that fell to 5% or below, the median time since that threshold was crossed is 424 days. It must be stressed that under Japan's disclosure regime, once a position falls to 5% or below, the filer's disclosure obligation terminates and the position becomes fundamentally unobservable — by this platform or any other party relying on EDINET data. A drop to 5% or below does not necessarily mean the filer has exited the position entirely; a smaller residual stake may still be held. No definitive average holding period can be stated from this data.
Of the five tracked positions, three fell to 5% or below (untrackable beyond that point) while two show confirmed full divestment to 0% via an amendment report. For the two confirmed full-divestment cases, the median holding period from initial disclosure to 0% was 202 days, and the median peak ratio just before exit was 15.73%. Given the structure of Japan's disclosure regime, falling to 5% or below functions as the de facto exit signal in most cases, while explicit confirmation of full divestment to 0% is comparatively rare in this sample (n=2). Referenced press coverage notes a full sale of a maxell-related holding (reported peak stake of 13.11%) tied to a company buyback, which is broadly consistent with the confirmed full-divestment pattern in this dataset, though the two data sources should not be conflated numerically. This commentary reflects only the activity captured within this platform's collection period and does not represent the filer's complete historical investment record in the Japanese market. It does not constitute investment advice or a definitive assessment of the filer's intent, strategy, or future actions.
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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 (25 filings total on a per-filing basis, 25 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).