What is 三菱商事株式会社 buying in Japan next?
三菱商事株式会社 (?) 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 三菱商事株式会社’s latest EDINET 5% filings. Stake is the disclosed large-shareholding percentage.
| Issuer | Stake | Purpose | As of |
|---|---|---|---|
| 三菱食品株式会社 (7451) | 89.2% | activist | 2025-07-14 |
| 千代田化工建設株式会社 (6366) | 81.9% | activist implied | 2026-05-12 |
| 株式会社ローソン (2651) | 50.0% | activist | 2024-05-02 |
| 日本食品化工株式会社 (2892) | 46.0% | strategic | 2024-10-25 |
| 株式会社日本ケアサプライ (2393) | 38.3% | strategic | 2022-02-17 |
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 2025-07-14. Research, not investment advice, see the disclaimer.