What is Oasis Management buying in Japan next?
Oasis Management (HK) 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 |
|---|---|---|---|---|
| 株式会社エス・エム・エス (2175) | 57% | 25.9% | holder | - |
| 株式会社インフォマート (2492) | 45% | 18.0% | holder | - |
| 東京製鐵株式会社 (5423) | 19% | 8.7% | activist | - |
| 株式会社ＩＪＴＴ (7315) | 18% | 17.4% | activist | - |
| 株式会社ニチレイ (2871) | 15% | 8.4% | activist | - |
Currently disclosed Japanese holdings
From Oasis Management’s latest EDINET 5% filings. Stake is the disclosed large-shareholding percentage.
| Issuer | Stake | Purpose | As of |
|---|---|---|---|
| 株式会社エス・エム・エス (2175) | 25.9% | other | 2026-09-10 |
| 株式会社アインホールディングス (9627) | 22.2% | pure investment | 2026-08-20 |
| 株式会社カカクコム (2371) | 19.5% | other | 2026-08-27 |
| サン電子株式会社 (6736) | 18.4% | other | 2026-05-13 |
| 株式会社インフォマート (2492) | 18.0% | other | 2026-09-11 |
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 2026-09-10. Research, not investment advice, see the disclaimer.