Letters by company

Pan Pacific International Holdings Corporation

1 letter discussing DQJCF. Everything written about it on this site is on its ticker page.

Aristotle Funds Aristotle International Equity Fund Commentary Aristotle International Equity Fund added Magnum Ice Cream after selling Unilever, arguing that a dedicated frozen-dessert strategy, premium brands and a global cold-chain network offer a clearer path to value creation. The portfolio also emphasizes Samsung’s higher-value memory mix and Techtronic’s Milwaukee ecosystem, while retaining conviction in Pan Pacific and Accenture despite near-term pressures. second quarter 2026 MICC $12BACN $146BDQJCF $14B