What is Effissimo Capital buying in Japan next?
Effissimo Capital (SG) 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 |
|---|---|---|---|---|
| コニカミノルタ株式会社 (4902) | 22% | 10.6% | holder | 2026-07-18 |
Currently disclosed Japanese holdings
From Effissimo Capital’s latest EDINET 5% filings. Stake is the disclosed large-shareholding percentage.
| Issuer | Stake | Purpose | As of |
|---|---|---|---|
| 株式会社ソフト９９コーポレーション (4464) | 53.1% | activist | 2026-05-07 |
| 川崎汽船株式会社 (9107) | 38.5% | activist | 2026-06-05 |
| サンケン電気株式会社 (6707) | 34.4% | activist | 2026-06-16 |
| 日産車体株式会社 (7222) | 29.7% | activist | 2024-09-27 |
| 株式会社不動テトラ (1813) | 27.3% | activist | 2026-02-26 |
| 株式会社リコー (7752) | 24.8% | activist | 2026-06-15 |
| 株式会社UACJ (5741) | 24.3% | institutional | 2026-02-26 |
| ライフネット生命保険株式会社 (7157) | 21.1% | institutional | 2026-04-13 |
| 関東電化工業株式会社 (4047) | 19.8% | activist | 2026-02-26 |
| 富士紡ホールディングス株式会社 (3104) | 19.7% | institutional | 2026-04-06 |
| 帝人株式会社 (3401) | 19.3% | institutional | 2026-04-21 |
| 株式会社タムロン (7740) | 17.4% | institutional | 2026-04-07 |
| 太平洋工業株式会社 (7250) | 17.1% | activist | 2026-01-30 |
| 株式会社アイネス (9742) | 15.8% | institutional | 2026-06-17 |
| オリエンタル白石株式会社 (1786) | 11.8% | institutional | 2026-02-26 |
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 2026-05-07. Research, not investment advice, see the disclaimer.