株式会社キャピタルギャラリー
A Japan-based investor known for involvement in M&A situations as a major shareholder.
"Companies tracked" and "first seen" reflect activity within our coverage period (from 2021-09-09 onward, the past five years) and do not represent this investor's total number of historical holdings in the Japanese market.
This commentary is AI-generated from filing data and news articles (web search). It may contain hallucinations or factual errors, so please verify the content against primary sources yourself. It is not intended as investment advice.
The verbatim purpose statements filed by Capital Gallery, Inc. are dominated by the phrase "純投資" (pure investment) — appearing for SAAF Holdings, Yotai (adding detail that both Capital Gallery and Capital Management, acting as executive partner of the Challenge No.2 and No.3 investment partnerships, hold for pure investment purposes), and Alpha Group. This repeated, near-identical wording across three of four covered tickers indicates a standardized disclosure stance oriented toward passive/financial investment rather than stated engagement activity such as board nominations or capital policy demands. The fourth filing, for TIMCO, cites a mechanical trigger ("単体株式保有割合が１％以上変動（減少）したため" — because the individual shareholding ratio changed/decreased by 1% or more), which is an administrative disclosure reason rather than a statement of investment intent. None of the sample texts reference proposals, board seats, or capital policy requests. Based strictly on this text, the filer's disclosed stance across its coverage is consistently passive in framing, with no variation toward more assertive language in any of the four holdings.
Coverage is limited to four tickers, each in a different sector: 建設業 (construction), 卸売業 (wholesale), ガラス・土石製品 (glass & ceramics), and one classified as 業種不明 (sector unknown). With one company per sector and no repeats, this filer's observed portfolio shows no sector concentration — it appears diversified across unrelated industries, though the sample size (n=4) is too small to draw strong conclusions about systematic sector preference.
Peak ownership ratios across the four tickers range widely, from 3.38% to 22.82%, with a median of 8.07%. Note that Japan's large shareholding disclosure regime requires filing only once a holder's stake exceeds 5%, so the lower end of this range (3.38%) likely reflects either a joint-filer's individual share within a group holding or a position captured at a particular snapshot rather than the full threshold-crossing level. The spread suggests this filer does not adhere to one fixed stake target, with at least one position (Yotai, per the joint Challenge partnership structure) reaching materially above 20%.
One position remains above 5% with an elapsed holding period of 4 days as of the most recent data (lower bound only — true duration is undetermined and may continue). Three positions have fallen to 5% or below, with a median of 509 days elapsed since that threshold was crossed. Under Japan's disclosure regime, once a stake falls to 5% or below, the filer's reporting obligation ends, making the position fundamentally unobservable thereafter — by this platform or any outside party. This does not mean these three positions were fully exited; the filer may still hold a smaller stake. No definitive average holding period can be stated from this data.
Of the four tracked positions, three have fallen to 5% or below (the de facto, observable exit signal under this disclosure regime) and none show confirmed full divestment to 0% via an amendment report. This is consistent with the general pattern under Japan's regime, where full-divestment confirmations are relatively rare compared to simple threshold drop-offs. With zero confirmed 0% exits, no data exists on peak ratio prior to full divestment for this filer, and the sample of three "fell to 5% or below" cases remains small. No conclusion can be drawn about ultimate disposition of these positions beyond the observable threshold crossing. This commentary reflects only the activity captured within this site's data collection period and does not represent Capital Gallery, Inc.'s complete historical investment record in the Japanese market. It does not constitute investment advice or a definitive interpretation of the filer's intent.
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Based on EDINET submission dates. Dates reflect when the filing was submitted, not when the underlying trade or shareholder proposal actually occurred.
When multiple filers are included in the same joint filing, we combine them into a single event (28 filings total on a per-filing basis, 28 on a per-event basis).
純投資
単体株式保有割合が１％以上変動（減少）したため
純投資
純投資
経営関与。保有する株式について、株式会社キャピタルギャラリー、青山浩、大谷寛、株式会社人生設計と堅果シナジー投資事業有限責任組合との間で締結した令和8年4月6日付け応募契約に基づき、公開買付に応募したことによる担保契約等重要な契約の変更。
株式会社ティムコの公開買付（堅果シナジー投資事業有限責任組合による公開買付）への応募
2025年10月6日提出の大量保有変更報告書№11について、2025年10月9日に訂正報告書を提出したが、当該報告書に委任状の添付漏れがあったため再訂正するもの。
経営関与
純投資
純投資
純投資
純投資
純投資(キャピタルギャラリーは純投資、キャピタル・マネジメントはチャレンジ２号投資事業組合およびチャレンジ３号投資事業組合の業務執行組合員として純投資で保有)
純投資
純投資
純投資
純投資
純投資
純投資
純投資
Under Japan's large shareholding reporting system, a filing obligation is triggered once a stake exceeds 5%, and a change report must be filed for every 1-point-or-more move after that. Once a holding drops to 5% or below, its status can no longer be tracked via EDINET at all, so the figures below reflect "as of the most recently filed report" — not the current holding.
| Company | Stake per latest report | Filing date |
|---|---|---|
| SAAF Holdings Co.,Ltd.1447Other activists in this company → | 8.18% | 2026-10-09 |
Because these are at or below 5%, subsequent holding status cannot be tracked.
| Alpha Group Inc.3322Other activists in this company → | 3.38% | 2024-12-26 |
| TIEMCO LTD.7501Other activists in this company → | 2.25% | 2026-06-03 |
| YOTAI REFRACTORIES CO.,LTD.5357Other activists in this company → | 0.57% | 2025-05-21 |
Other tracked activist investors that hold a stake in at least one of the same companies.
This page mechanically aggregates and organizes disclosure data from publicly filed large shareholding and change reports into a timeline. The "purpose of holding" field reproduces the original text as filed. It does not guarantee any particular investment judgment or interpretation of the filer's intent. Data is updated daily.
Source: public filings (large shareholding and change reports). "View original" links to the PDF of the original filing stored by beluuga.ai.
Click a card to expand it in the detailed chart below.
The horizontal axis reflects actual calendar dates (the real interval between filings); the vertical axis is ownership stake. Each marker is the value as of that filing — click it to view the underlying filing on EDINET (hover first to see the date and ratio).
The solid line marks changes confirmed by a filing. The lighter dashed line marks a stretch where the stake had fallen below 5% (so the continuing-disclosure obligation no longer applies) or where no new filing has been made since the latest report — the actual trajectory during that stretch is unknown (it does not necessarily mean the holding continued or stayed at a given level).