4958.T Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2023 Q4	Dec 31, 2023	Centerstone Investors Fund	-	-	4958.T, 6501.T, ERF.PA, RYA.L	cycle, Franchise, global, Non-US, value	Manager discusses the evolution of value investing from a niche pursuit in the 1990s to mainstream status, leading to reduced opportunities. The value world became somewhat efficient as assets, talent, and information accessibility increased. The manager believes the industry is returning to its niche status with a robust opportunity set of high-quality companies trading at discounts to intrinsic values.	RYA.L ERF.PA 6501.T 4958.T	View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Apr 28, 2026	Fund Letters	Centerstone Investors Fund	T Hasegawa	Materials	Specialty Chemicals	Bull	Tokyo Stock Exchange	Asia, Consumer products, discount, Flavors, Fragrances, Japan, specialty chemicals, Value	View Pitch

BSD Shareholders of 4958-T

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

4958-T

4958-T

Letters With This Ticker

Pitches With This Ticker

BSD Shareholders of 4958-T

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