7211.T Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2024 Q3	Sep 30, 2024	Mondrian International Equity Value Opportunities	-	-	3382.T, 6201.T, 6503.T, 7201.T, 7203.T, 7211.T, 7267.T, ATD.TO	Corporate Governance, Currency, international, Japan, value	Mondrian maintains overweight position in Japan based on attractive valuations and expectations for future real returns. Corporate governance reforms continue gathering momentum with share buybacks above 2023 record highs and dividend growth at 10% annually over 20 years. The firm sees significant value still to be unlocked from governance improvements.	6201.T 6503.T	View
2026 Q1	Apr 6, 2026	Minotaur Global Opportunities Fund	-8.2%	-8.2%	000660 KS, 7211.T, GTLB, INTU, MU, PANW, RHM.DE	AI, cybersecurity, defense, Geopolitical, global, Memory, software, technology		INTU GTLB MU	View

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
No pitches found.

BSD Shareholders of 7211-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

7211-T

7211-T

Letters With This Ticker

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BSD Shareholders of 7211-T

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