What is Effissimo Capital buying in Japan next?
Effissimo Capital (SG) 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 ~80%. 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 |
|---|---|---|---|---|
| 富士紡ホールディングス株式会社 (3104) | 27% | 19.7% | holder | - |
| オリエンタル白石株式会社 (1786) | 8% | 11.8% | holder | - |
Currently disclosed Japanese holdings
From Effissimo Capital’s latest EDINET 5% filings. Stake is the disclosed large-shareholding percentage.
| Issuer | Stake | Purpose | As of |
|---|---|---|---|
| 株式会社ソフト９９コーポレーション (4464) | 53.1% | activist | 2026-09-17 |
| 川崎汽船株式会社 (9107) | 38.5% | activist | 2026-06-05 |
| サンケン電気株式会社 (6707) | 34.4% | activist | 2026-08-25 |
| 日産車体株式会社 (7222) | 29.7% | activist | 2024-09-27 |
| 株式会社不動テトラ (1813) | 27.3% | activist | 2026-02-26 |
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 2026-09-17. Research, not investment advice, see the disclaimer.