8058-T

8058-T

8058-T

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q2	Aug 25, 2025	Davis Global Fund	-	14.1%	005930.KS, 3690.HK, 8058.T, 9999.HK, APP, COF, CVS, META, NTES, SE, TCOM, VTRS	AI, China, financials, gaming, healthcare, technology, Valuations	Chinese companies remain attractively valued and are increasingly at the forefront of cutting-edge industries. China leads in electric vehicle production, battery cell production, solar panel production, and is growing in biotech and robotics. The MSCI China Index trades at a 39% discount to MSCI ACWI.	SVM 8001.T NTES META 8001 JP NTES SOLV	View
2023 Q2	Jun 30, 2023	Orbis Global Equity	-	-	1605.T, 8053.T, 8058.T, 8306.T, 8316.T	Banking, Buybacks, dividends, energy, Japan, value	Japan represents 13% of the portfolio and offers compelling opportunities despite historical poor passive returns. The manager emphasizes Japan's improving corporate governance, structural reforms, and attractive valuations compared to other developed markets. Recent Tokyo Stock Exchange initiatives requiring companies with PBR below 1.0 to explain improvement plans have accelerated positive changes.	1605.T 8306.T 8316.T	View
2025 Q1	Apr 24, 2025	Diamond Hill International	4.0%	4.0%	2875.T, 6501.T, 8058.T, ABEV, BABA, BAER.SW, BAP, BEI-UN.TO, BTI, BYG.L, GLEN.L, GSK, IMB.L, MRO.L, NWC.TO, QURE, SAF.PA, SPOT, TSM	aerospace, AI, Asia, Europe, infrastructure, international, real estate, value	Chinese AI innovation, particularly DeepSeek, demonstrated capability to rival US technologies at significantly lower costs, underscoring intensifying global AI competition. Alibaba benefited from market optimism around its AI initiatives and expanded capital investment to bolster AI capabilities.	6501.T BEI.UN.TO BYG.L MRO.L NWC.TO 2875.T IMB.L BTI QURE GLEN.L TSM SAF.PA SPOT BABA	View
2024 Q1	Apr 15, 2024	Diamond Hill International	5.7%	12.4%	1448.HK, 4507.T, 7451.T, 8058.T, AUPH, BAER.SW, DNP.WA, EVT.DE, HDB, ROG.SW, SAF.PA, SDZ.SW, SPOT, TSM, UCB.BR, UHR.SW, VTSC.DE	aerospace, Banking, China, international, Japan, semiconductors, value	Japan ended its ultra-loose monetary policy after decades of deflation, with the Bank of Japan raising rates and ending yield curve control. Japanese companies like Mitsubishi Corporation are improving capital allocation with share buybacks as corporate governance improves broadly.		View
2025 Q4	Mar 1, 2026	Berkshire Hathaway	-	10.9%	8001.T, 8002.T, 8031.T, 8053.T, 8058.T, AAPL, AXP, KHC, KO, MCO, OXY	Capital Allocation, energy, Float, insurance, Quality, Railroads, Underwriting, value	Berkshire's insurance operations generated pre-tax underwriting gains and grew float to $176 billion. The combined ratio of 87.1% across property and casualty businesses was exceptional. However, increased competition and rising claim cost trends may pressure future earnings. BNSF improved operating margin to 34.5% from 32.0% through operational improvements and efficiency gains. The railroad generated $8.1 billion in net operating cash flows and returned $4.4 billion in dividends to Berkshire. BHE operates regulated utilities serving 5.4 million customers and natural gas pipelines. The business faces significant investment needs driven by AI computing demand and wildfire risk mitigation, particularly in the Western U.S. Berkshire maintains its disciplined approach to capital allocation, seeking businesses with durable advantages and long-term economic prospects. The company holds over $370 billion in cash and U.S. Treasury holdings as dry powder for opportunities. The company emphasizes investing in businesses with excellent economics, durable competitive advantages, and high-integrity management. This quality focus is evident in concentrated equity holdings and operating business acquisitions.		View
2024 Q3	Oct 31, 2024	Horos Asset Management	2.9%	9.8%	0700.HK, 8002.T, 8031.T, 8053.T, 8058.T, 8113.T, AAPL, AMG, AMZN, APAM.PA, CKN.L, GOOGL, META, MG, MSFT, NOAH, NPN.L, NVDA, PLUX.PA, SEM.LS	Asia, China, Japan, Patience, value, volatility	The Japanese stock market experienced its largest single-day drop since Black Monday 1987 due to the unwinding of yen carry trades. The Bank of Japan's rate hike to 0.25% and yen appreciation triggered massive position unwinding, causing the Nikkei to lose 12.4% in one day.	PLUX.PA NOAH	View
2024 Q2	Jul 26, 2024	Diamond Hill International	5.7%	12.4%	0700.HK, 8058.T, ARVIND.NS, CNHI, EVT.DE, GXI.DE, SPOT, TSM, WALMEX.MX, WHC.AX	AI, Coal, Elections, Electric Vehicles, geopolitics, healthcare, international, value	AI advancements are creating substantial buzz with international companies providing necessary tools and hardware, especially chip makers, poised to benefit immensely. The ripple effects include a massive investment cycle and potential global materials shortage due to skyrocketing demand. Taiwan Semiconductor outperformed due to strong financial performance and increasing optimism about AI growth.	GXI.DE ARVIND.NS WHC.AX CNH 0700.HK SPOT TSM	View
2023 Q4	Feb 24, 2024	Berkshire Hathaway	0.0%	0.0%	8001.T, 8002.T, 8031.T, 8053.T, 8058.T, AXP, KO, OXY	energy, insurance, long-term, Railroads, Utilities, value	Property-casualty insurance performed exceptionally well in 2023, setting records in sales, float and underwriting profits. The business provides the core of Berkshire's well-being and growth, with 57 years of experience and room for expansion despite nearly 5,000-fold volume increase.		View
2023 Q4	Jan 2, 2024	Diamond Hill International	5.7%	12.4%	005930.KS, 4503.T, 8058.T, ASHM.L, ASSA-B.ST, BABA, CVE.TO, DNP.WA, ERII, FCX, FM.TO, GLEN.L, SPOT, UBI.PA, UCB.BR	Asia, emerging markets, Europe, international, Japan, Non-US, value	The fund initiated a position in Glencore, which is well-positioned for uncertainty surrounding the energy transition as one of the world's largest copper producers and a large coal producer. The company can take healthy cash flows from its coal business and invest them in copper and other future-facing metals, while coal cash flows provide an attractive hedge if the energy transition takes longer than expected.	UCB.BR 8058.T GLEN.L DNP.WA ACGL\|CHH\|FDS\|GWRE\|IBKR\|IDXX\|MTN\|SPOT\|TSLA	View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Apr 28, 2026	Fund Letters	Diamond Hill International	Mitsubishi Corporation	Industrials	Trading Companies & Distributors	Bull	Tokyo Stock Exchange	Asset Efficiency, Business Diversification, capital allocation, convenience stores, Corporate Governance, Japan, Japanese Trading House, metallurgical coal, ROIC Improvement, share repurchases	View Pitch
Apr 13, 2026	Fund Letters	Aristotle/Saul Global Equity Fund	MonotaRO	Consumer Discretionary	Internet & Direct Marketing Retail	Bull	Tokyo Stock Exchange	B2B e-commerce, Customer Stickiness, Digital Marketplace, enterprise customers, Japanese market, MRO Supplies, value-added services	View Pitch

BSD Shareholders of 8058-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

Manager Name	Fund Name	Fund AUM	Invested Value	Portfolio Weight	Shares Owned	Shares Bought / Sold During Quarter	% Bought / Sold During Quarter	% of Shares Outstanding Owned
No investor data available.

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