What is Farallon Capital buying in Japan next?
Farallon Capital (US) 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.
Currently disclosed Japanese holdings
From Farallon Capital’s latest EDINET 5% filings. Stake is the disclosed large-shareholding percentage.
| Issuer | Stake | Purpose | As of |
|---|---|---|---|
| ニッコンホールディングス株式会社 (9072) | 23.0% | activist | 2026-04-02 |
| 株式会社アイリックコーポレーション (7325) | 1.2% | pure investment | 2021-05-10 |
| 株式会社 東芝 (6502) | 0.0% | other | 2023-09-27 |
| 富士ソフト株式会社 (9749) | 0.0% | other | 2024-11-12 |
| フジテック株式会社 (6406) | 0.0% | other | 2025-12-22 |
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The full Japan board, predicted and disclosed, is on Japan. How the model works and its honest limits are on methodology. Data as of 2026-04-02. Research, not investment advice, see the disclaimer.