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What is Murakami (Reno) buying in Japan next?

Murakami (Reno) (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 (Reno)’s latest EDINET 5% filings. Stake is the disclosed large-shareholding percentage.

IssuerStakePurposeAs of
東洋建設株式会社 (1890)0.1%activist2022-03-30
株式会社ヨロズ (7294)0.0%other2023-09-06
株式会社フジ・メディア・ホールディングス (4676)0.0%activist2026-02-10
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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 2022-03-30. Research, not investment advice, see the disclaimer.