What is Ｏａｓｉｓ Ｍａｎａｇｅｍｅｎｔ Ｃｏｍｐａｎｙ Ｌｔｄ． buying in Japan next?
Ｏａｓｉｓ Ｍａｎａｇｅｍｅｎｔ Ｃｏｍｐａｎｙ Ｌｔｄ． (?) 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. A predicted probability is a statement about a filing pattern, never a claim the fund has bought a name or that you should. See the methodology and the graded record for their separate evidence.
| Company | P(add next) | Stake | Signal | Next filing due |
|---|---|---|---|---|
| 芝浦機械株式会社 (6104) | 27% | 10.1% | holder | - |
| 株式会社インフォマート (2492) | 26% | 23.6% | holder | - |
Currently disclosed Japanese holdings
From Ｏａｓｉｓ Ｍａｎａｇｅｍｅｎｔ Ｃｏｍｐａｎｙ Ｌｔｄ．’s latest EDINET 5% filings. Stake is the disclosed large-shareholding percentage.
| Issuer | Stake | Purpose | As of |
|---|---|---|---|
| 株式会社エス・エム・エス (2175) | 27.0% | other | 2026-09-16 |
| 株式会社インフォマート (2492) | 23.6% | other | 2026-10-08 |
| 株式会社クスリのアオキホールディングス (3549) | 16.1% | activist implied | 2026-09-16 |
| エン株式会社 (4849) | 15.6% | activist implied | 2026-10-07 |
| 電気興業株式会社 (6706) | 12.9% | activist | 2026-05-11 |
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 2026-09-16. Research, not investment advice, see the disclaimer.