What is Nippon Active Value Fund buying in Japan next?
Nippon Active Value Fund (UK) 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 ~83%. 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 |
|---|---|---|---|---|
| ザ・パック株式会社 (3950) | 39% | 5.2% | activist | 2026-08-06 |
| 積水樹脂株式会社 (4212) | 32% | 6.3% | activist | 2026-07-24 |
| 明星工業株式会社 (1976) | 24% | 8.0% | activist | 2026-07-18 |
| 那須電機鉄工株式会社 (5922) | 18% | 7.8% | activist | 2026-07-18 |
Currently disclosed Japanese holdings
From Nippon Active Value Fund’s latest EDINET 5% filings. Stake is the disclosed large-shareholding percentage.
| Issuer | Stake | Purpose | As of |
|---|---|---|---|
| ヘリオス テクノ ホールディング株式会社 (6927) | 9.7% | activist | 2026-04-08 |
| 栄研化学株式会社 (4549) | 9.5% | activist | 2026-06-30 |
| あすか製薬ホールディングス株式会社 (4886) | 8.3% | activist | 2026-04-08 |
| 明星工業株式会社 (1976) | 8.0% | activist | 2026-06-05 |
| 那須電機鉄工株式会社 (5922) | 7.8% | activist | 2026-06-11 |
| 荏原実業株式会社 (6328) | 7.1% | activist | 2026-06-23 |
| 積水樹脂株式会社 (4212) | 6.3% | activist | 2026-06-19 |
| 帝国繊維株式会社 (3302) | 6.1% | activist | 2026-04-08 |
| 株式会社村上開明堂 (7292) | 5.9% | activist | 2026-04-08 |
| ザ・パック株式会社 (3950) | 5.2% | activist | 2026-07-02 |
| 帝国通信工業株式会社 (6763) | 5.0% | activist | 2026-04-08 |
| 日本電計株式会社 (9908) | 4.3% | activist | 2022-09-13 |
| 日産東京販売ホールディングス株式会社 (8291) | 4.2% | activist | 2026-04-08 |
| 名港海運株式会社 (9357) | 4.1% | activist | 2026-04-08 |
| ステラケミファ株式会社 (4109) | 4.0% | activist | 2026-06-11 |
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 2026-04-08. Research, not investment advice, see the disclaimer.