What is エフィッシモ キャピタル マネージメント ピーティーイー エルティーディー（Ｅｆ buying in Japan next?
エフィッシモ キャピタル マネージメント ピーティーイー エルティーディー（Ｅｆ (?) 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 エフィッシモ キャピタル マネージメント ピーティーイー エルティーディー（Ｅｆ’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 |
| 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 |
| 太平洋工業株式会社 (7250) | 17.1% | activist | 2026-01-30 |
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.