Here’s Why Bristlemoon Global Fund Believes in the Bright Future of PAR Technology Corporation (PAR)

Published 4 weeks ago Negative
Here’s Why Bristlemoon Global Fund Believes in the Bright Future of PAR Technology Corporation (PAR)
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Bristlemoon Capital, a global equities firm, released its “Bristlemoon Global Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The fund returned 5.0% in the September quarter, 5.6% for September 2025, net of fees. Since its inception, the fund has produced a cumulative return of 19.3%, net of fees. The fund focuses on compounding the capital at attractive rates over the long term. In addition, please check the fund’s top five holdings to know its best picks in 2025.

In its third-quarter 2025 investor letter, Bristlemoon Global Fund highlighted stocks such as PAR Technology Corporation (NYSE:PAR). PAR Technology Corporation (NYSE:PAR) offers omnichannel cloud-based hardware and software solutions to the restaurant and retail industries. The one-month return of PAR Technology Corporation (NYSE:PAR) was -16.22%, and its shares lost 35.99% of their value over the last 52 weeks. On October 10, 2025, PAR Technology Corporation (NYSE:PAR) stock closed at $36.20 per share, with a market capitalization of $1.469 billion.

Bristlemoon Global Fund stated the following regarding PAR Technology Corporation (NYSE:PAR) in its third quarter 2025 investor letter:

"PAR Technology Corporation (NYSE:PAR) has been a stock in the portfolio since the Fund’s inception. More recently, however, PAR has experienced a significant drawdown. The stock fell 44% in a span of two months, declining from $71 per share in late July to around $40 at the end of September. That precipitous decline has been damaging to the Fund’s returns, given that PAR was a top-five portfolio position. It is worth recounting what happened and why we still believe the future is bright for PAR.

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Is PAR Technology Corp. (PAR) the Hot Tech Stock to Buy Right Now?

PAR Technology Corporation (NYSE:PAR) is not on our list of 30 Most Popular Stocks Among Hedge Funds. According to our database, 28 hedge fund portfolios held PAR Technology Corporation (NYSE:PAR) at the end of the second quarter, the same as in the previous quarter.  While we acknowledge the potential of PAR Technology Corporation (NYSE:PAR) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

In another article, we covered PAR Technology Corporation (NYSE:PAR) and shared a bullish thesis on the company. In addition, please check out our hedge fund investor letters Q3 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.

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