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What is Murakami (City Index Eleventh) buying in Japan next?

Murakami (City Index Eleventh) (JP) 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 Murakami (City Index Eleventh)’s latest EDINET 5% filings. Stake is the disclosed large-shareholding percentage.

IssuerStakePurposeAs of
日本アジアグループ株式会社 (3751)58.3%activist2021-08-06
株式会社リョーサン (8140)9.4%activist2024-01-04
株式会社寺岡製作所 (4987)9.3%activist2024-03-04
サカイオーベックス株式会社 (3408)8.0%activist2021-08-03
アークランドサービスホールディングス株式会社 (3085)6.5%activist2023-08-29
東亜建設工業株式会社 (1885)4.8%activist2023-12-05
アークランズ株式会社 (9842)4.8%activist2023-04-24
中国塗料株式会社 (4617)4.5%activist2023-08-15
ホシデン株式会社 (6804)4.2%activist2023-05-23
日清紡ホールディングス株式会社 (3105)4.1%activist2022-10-14
株式会社クレディセゾン (8253)4.0%activist2022-10-18
住友大阪セメント株式会社 (5232)3.9%activist2022-04-28
コーナン商事株式会社 (7516)3.9%activist2021-08-04
富士石油株式会社 (5017)3.9%activist2022-08-19
株式会社エクセディ (7278)3.9%activist2026-04-06
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The full Japan board, predicted and disclosed, is on Japan. How the model works and its honest limits are on methodology. Data as of 2021-08-06. Research, not investment advice, see the disclaimer.