What is ＧＬＯＢＡＬ ＭＡＮＡＧＥＭＥＮＴ ＰＡＲＴＮＥＲＳ ＬＩＭＩＴＥＤ buying in Japan next?
ＧＬＯＢＡＬ ＭＡＮＡＧＥＭＥＮＴ ＰＡＲＴＮＥＲＳ ＬＩＭＩＴＥＤ (?) 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 |
|---|---|---|---|---|
| 株式会社ダイケン (5900) | 26% | 5.0% | activist | 2026-09-09 |
Currently disclosed Japanese holdings
From ＧＬＯＢＡＬ ＭＡＮＡＧＥＭＥＮＴ ＰＡＲＴＮＥＲＳ ＬＩＭＩＴＥＤ’s latest EDINET 5% filings. Stake is the disclosed large-shareholding percentage.
| Issuer | Stake | Purpose | As of |
|---|---|---|---|
| 株式会社ヤシマキザイ (7677) | 26.9% | pure investment | 2025-01-07 |
| 日本フェンオール株式会社 (6870) | 26.0% | pure investment | 2025-06-23 |
| オエノンホールディングス株式会社 (2533) | 20.2% | activist | 2025-02-27 |
| 株式会社スーパーツール (5990) | 17.7% | activist | 2026-03-11 |
| 株式会社石井鐵工所 (6362) | 14.7% | pure investment | 2024-08-09 |
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 2025-01-07. Research, not investment advice, see the disclaimer.