What is Silchester International buying in Japan next?
Silchester International (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 |
|---|---|---|---|---|
| アルフレッサ ホールディングス株式会社 (2784) | 15% | 13.2% | activist | 2026-07-26 |
Currently disclosed Japanese holdings
From Silchester International’s latest EDINET 5% filings. Stake is the disclosed large-shareholding percentage.
| Issuer | Stake | Purpose | As of |
|---|---|---|---|
| 住友大阪セメント株式会社 (5232) | 17.2% | activist | 2026-06-26 |
| アルフレッサ ホールディングス株式会社 (2784) | 13.2% | activist | 2026-06-05 |
| 株式会社メディパルホールディングス (7459) | 11.7% | other | 2025-03-21 |
| 飯田グループホールディングス株式会社 (3291) | 9.6% | other | 2025-03-21 |
| 株式会社電通グループ (4324) | 9.5% | other | 2025-03-21 |
| 参天製薬株式会社 (4536) | 9.2% | other | 2025-10-08 |
| 大東建託株式会社 (1878) | 9.2% | other | 2026-01-27 |
| ヤマハ発動機株式会社 (7272) | 8.8% | other | 2025-10-14 |
| 株式会社スズケン (9987) | 8.3% | other | 2026-03-24 |
| 株式会社ダイセル (4202) | 7.9% | other | 2025-03-21 |
| 株式会社ニコン (7731) | 7.1% | other | 2026-04-22 |
| 株式会社京都銀行 (8369) | 7.1% | other | 2023-03-01 |
| 住友重機械工業株式会社 (6302) | 7.0% | activist | 2026-07-02 |
| 株式会社タダノ (6395) | 6.8% | other | 2026-04-09 |
| 住友ゴム工業株式会社 (5110) | 6.7% | other | 2025-12-12 |
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 2026-06-26. Research, not investment advice, see the disclaimer.