What is グランサム、マヨ、ヴァン オッテルロー アンド カンパニー エルエルシー buying in Japan next?
グランサム、マヨ、ヴァン オッテルロー アンド カンパニー エルエルシー (?) 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 ~87%. 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 |
|---|---|---|---|---|
| 森永製菓株式会社 (2201) | 29% | 5.0% | activist | 2026-09-09 |
| 美津濃株式会社 (8022) | 26% | 6.1% | activist | 2026-09-09 |
Currently disclosed Japanese holdings
From グランサム、マヨ、ヴァン オッテルロー アンド カンパニー エルエルシー’s latest EDINET 5% filings. Stake is the disclosed large-shareholding percentage.
| Issuer | Stake | Purpose | As of |
|---|---|---|---|
| H.U.グループホールディングス株式会社 (4544) | 13.7% | activist | 2026-06-16 |
| マクセル株式会社 (6810) | 11.6% | activist | 2026-06-17 |
| オイシックス・ラ・大地株式会社 (3182) | 10.5% | activist | 2026-04-08 |
| 株式会社バルカー (7995) | 8.4% | activist | 2026-04-01 |
| 霞ヶ関キャピタル株式会社 (3498) | 6.3% | activist | 2026-07-27 |
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 2026-06-16. Research, not investment advice, see the disclaimer.