What smart money is saying about Paltac Corporation

Position history

Between Q4 2025 and Q3 2026, 2 fund letters reported a position in Paltac Corporation — 1 trimmed or exited.

Fund activity · 2 positions · 1 move

• ExitedThird Avenue Value Fund

  September 2026

  “The fund also completed its gradual disposition of Rogers Corporation and exited its position in Paltac Corp through a tender offer by Paltac’s controlling shareholder, Medipal, which ultimately led to a full takeover of the company.”

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  Paltac Corporation
• HoldsThird Avenue Management Value Fund

  December 2025

  “Japanese auto producer Subaru was a solid performer during the quarter and the year. U.S. import tariffs have, to date, proved less disruptive than feared and, despite U.S. short- term interest rate decreases and Japanese short-term interest rate increases, the Japanese yen has not strengthened as many Japanese exporters and analysts had feared. Fears of a stronger yen were, however, extremely helpful in creating the opportunity to buy Subaru at strangely attractive prices in the summer of 2024. During calendar year 2025, Subaru’s shares produced a total return of 26.28%, in U.S. dollar terms, and, in spite of tariff impacts, the volume of Subaru’s sold in the U.S., by far the company’s largest market, were down by a modest 3.6%. Meanwhile, consumer products distribution company Paltac and Japanese cement company Taiheiyo were modest detractors during the quarter, though both performed adequately over the full-year period.”

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  Paltac Corporation