What is 伊藤忠商事株式会社 buying in Japan next?
伊藤忠商事株式会社 (?) 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 |
|---|---|---|---|---|
| パラカ株式会社 (4809) | 13% | 22.2% | holder | - |
Currently disclosed Japanese holdings
From 伊藤忠商事株式会社’s latest EDINET 5% filings. Stake is the disclosed large-shareholding percentage.
| Issuer | Stake | Purpose | As of |
|---|---|---|---|
| タキロンシーアイ株式会社 (4215) | 64.7% | activist | 2024-10-18 |
| 伊藤忠食品株式会社 (2692) | 62.3% | activist | 2026-05-11 |
| 伊藤忠テクノソリューションズ株式会社 (4739) | 59.0% | strategic | 2023-10-13 |
| 伊藤忠エネクス株式会社 (8133) | 53.2% | strategic | 2024-10-16 |
| プリマハム株式会社 (2281) | 45.2% | strategic | 2021-05-24 |
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 2024-10-18. Research, not investment advice, see the disclaimer.