What is Asset Value Investors buying in Japan next?
Asset Value Investors (UK) discloses its Japanese stakes under Japan’s own regime, EDINET large-shareholding reports (大量保有報告書), the side a US 13F is blind to. Japan is also the one market where a prediction is checkable almost immediately: the report is due within about five business days of crossing 5%, not the US 13F’s 45. Research, not investment advice.
Predicted next buys
P(this fund adds the name next), from the per-investor walk-forward model, out-of-sample AUC ~83%. A predicted probability is a statement about a filing pattern, never a claim the fund has bought a name or that you should.
| Company | P(add next) | Stake | Signal | Next filing due |
|---|---|---|---|---|
| フォスター電機株式会社 (6794) | 36% | 7.2% | activist | 2026-07-27 |
| 株式会社アイネス (9742) | 33% | 8.1% | activist | 2026-07-18 |
| 愛眼株式会社 (9854) | 25% | 5.0% | activist | 2026-07-24 |
Currently disclosed Japanese holdings
From Asset Value Investors’s latest EDINET 5% filings. Stake is the disclosed large-shareholding percentage.
| Issuer | Stake | Purpose | As of |
|---|---|---|---|
| ブロードメディア株式会社 (4347) | 38.0% | activist | 2026-02-04 |
| 株式会社アシロ (7378) | 35.2% | activist | 2026-03-26 |
| アツギ株式会社 (3529) | 28.5% | activist | 2026-01-20 |
| シェアリングテクノロジー株式会社 (3989) | 28.2% | activist | 2026-03-18 |
| 株式会社シンクロ・フード (3963) | 27.7% | activist | 2026-05-22 |
| 株式会社ワコム (6727) | 14.8% | activist | 2026-06-26 |
| 株式会社三陽商会 (8011) | 13.1% | activist | 2026-04-30 |
| わかもと製薬株式会社 (4512) | 10.6% | activist | 2026-01-09 |
| 株式会社ロコンド (3558) | 10.6% | activist | 2023-01-13 |
| 株式会社青山財産ネットワークス (8929) | 8.2% | activist | 2025-11-12 |
| 株式会社アイネス (9742) | 8.1% | activist | 2026-05-25 |
| サクサ株式会社 (6675) | 7.4% | activist | 2026-03-16 |
| 栄研化学株式会社 (4549) | 7.4% | activist | 2025-12-05 |
| フォスター電機株式会社 (6794) | 7.2% | activist | 2026-06-26 |
| 株式会社ＤＴＳ (9682) | 6.3% | activist | 2026-01-20 |
The predicted next buys, fresh disclosures, and the week’s catalysts. One email a week. Honest numbers, never advice.
The full Japan board, predicted and disclosed, is on Japan. How the model works and its honest limits are on methodology. Data as of 2026-02-04. Research, not investment advice, see the disclaimer.