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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 21, 2025 | Leaven Partners | 6.7% | 21.9% | 6930.T, 7229.T, 8617.T, 9479.T, 9867.T | Delisting, Japan, liquidation, small caps, turnover, value | Fund is heavily focused on Japanese equities, particularly small-cap companies trading below liquidation value with improving operational efficiency. Manager notes increasing trend of Japanese companies going private due to Tokyo Stock Exchange pressure to improve capital efficiency and shareholder returns. | 6930.T 7229.T 9479.T 6930 JP 7229 JP |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Fund Letters | Leaven Partners | Impress Holdings Inc. | Communication Services | Publishing | Bull | Tokyo Stock Exchange | Below Liquidation Value, buyout, Japan, operational efficiency, private equity, Publishing, Technology Media, Value | View Pitch |
| Aug 7, 2025 | Seeking Alpha | Leaven Partners | Impress Holdings Inc. | Communication Services | Publishing | Bull | Tokyo Stock Exchange | — | View Pitch |
| 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. | ||||||||