What is 住友商事株式会社 buying in Japan next?
住友商事株式会社 (?) 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 住友商事株式会社’s latest EDINET 5% filings. Stake is the disclosed large-shareholding percentage.
| Issuer | Stake | Purpose | As of |
|---|---|---|---|
| 住友精密工業株式会社 (6355) | 83.4% | activist | 2023-01-05 |
| ＳＣＳＫ株式会社 (9719) | 50.5% | activist | 2025-12-18 |
| 株式会社ティーガイア (3738) | 28.1% | strategic | 2025-01-27 |
| ウェルネオシュガー株式会社 (2117) | 24.8% | other | 2025-02-27 |
| 株式会社エアークローゼット (9557) | 9.9% | strategic | 2022-08-03 |
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 2023-01-05. Research, not investment advice, see the disclaimer.