What is Murakami (City Index Eleventh) buying in Japan next?
Murakami (City Index Eleventh) (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 ~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 |
|---|---|---|---|---|
| ジャフコ グループ株式会社 (8595) | 14% | 8.4% | activist | - |
Currently disclosed Japanese holdings
From Murakami (City Index Eleventh)’s latest EDINET 5% filings. Stake is the disclosed large-shareholding percentage.
| Issuer | Stake | Purpose | As of |
|---|---|---|---|
| 日本アジアグループ株式会社 (3751) | 58.3% | activist | 2021-08-06 |
| 株式会社リョーサン (8140) | 9.4% | activist | 2024-01-04 |
| 株式会社寺岡製作所 (4987) | 9.3% | activist | 2024-03-04 |
| ジャフコ グループ株式会社 (8595) | 8.4% | activist | 2023-02-20 |
| サカイオーベックス株式会社 (3408) | 8.0% | activist | 2021-08-03 |
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 2021-08-06. Research, not investment advice, see the disclaimer.