What is Strategic Capital buying in Japan next?
Strategic Capital (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.
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 |
|---|---|---|---|---|
| 株式会社ニップン (2001) | 54% | 6.1% | activist | 2026-08-08 |
| ガンホー・オンライン・エンターテイメント株式会社 (3765) | 21% | 13.7% | activist | 2026-08-08 |
Currently disclosed Japanese holdings
From Strategic Capital’s latest EDINET 5% filings. Stake is the disclosed large-shareholding percentage.
| Issuer | Stake | Purpose | As of |
|---|---|---|---|
| ＫＨネオケム株式会社 (4189) | 18.2% | activist | 2026-06-24 |
| 株式会社ゴールドクレスト (8871) | 14.7% | activist | 2026-02-06 |
| 株式会社Ａ＆Ｄホロンホールディングス (7745) | 14.0% | activist | 2026-06-16 |
| 株式会社イエローハット (9882) | 13.8% | activist | 2026-02-16 |
| ガンホー・オンライン・エンターテイメント株式会社 (3765) | 13.7% | activist | 2026-07-08 |
| 山洋電気株式会社 (6516) | 13.2% | activist | 2026-07-08 |
| 大阪製鐵株式会社 (5449) | 12.4% | activist | 2026-02-06 |
| 株式会社オリエントコーポレーション (8585) | 11.8% | activist | 2026-03-17 |
| 京阪神ビルディング株式会社 (8818) | 9.4% | activist | 2026-07-13 |
| 株式会社淀川製鋼所 (5451) | 7.3% | activist | 2025-01-24 |
| 株式会社ニップン (2001) | 6.1% | activist | 2026-07-08 |
| 株式会社ヨドコウ (5451) | 5.6% | activist | 2026-04-16 |
| KHネオケム株式会社 (4189) | 5.5% | activist | 2026-02-02 |
| 世紀東急工業株式会社 (1898) | 5.0% | activist | 2023-08-07 |
| 極東開発工業株式会社 (7226) | 5.0% | activist | 2024-12-09 |
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 2026-06-24. Research, not investment advice, see the disclaimer.