7952 JP Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q2	Jul 11, 2025	HalvioCapital	6.7%	-	6249 JP, 7952 JP, 8291 JP, CPH CN, FILA IM, NLOP	asset value, Buybacks, Corporate Reform, Japan Equities, volatility	The letter emphasizes volatility as a source of opportunity rather than risk, particularly in underfollowed international and Japanese equities. Management highlights deeply discounted, asset-rich companies benefiting from corporate reform, buybacks, and activist pressure. Patient capital and valuation discipline are central as excess cash and real assets provide downside protection.	NLOP CPH CN 6249 JP 7952 JP 8291 JP	View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Jan 8, 2026	Fund Letters	Anthony	Kawai Musical Instruments Manufacturing Co., Ltd.	Consumer Discretionary	Leisure Products	Bull	New York Stock Exchange	Book, Demand, Margins, Pianos, valuation	View Pitch

BSD Shareholders of 7952-JP

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

7952-JP

7952-JP

Letters With This Ticker

Pitches With This Ticker

BSD Shareholders of 7952-JP

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