カナメ・キャピタル
Known for shareholder proposals and capital allocation recommendations.
"Companies tracked" and "first seen" reflect activity within our coverage period (from 2025-02-09 onward) 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.
- Kaname Capital's sample purpose statements show a clear bifurcation. Several holdings (アイコム, ヤマタネ, インターアクション, ダイト) are described simply as "純投資" (pure investment), a standardized, minimal disclosure applied across multiple tickers. - Others (ネオジャパン, ダイハツインフィニアース, ワコム) use a slightly more assertive but still templated formula: "純投資及び状況に応じて重要提案行為等を行うこと。エンゲージメントの一環として、重要提案行為等を行う場合がある" — i.e., reserving the right to pursue "important proposal actions" depending on circumstances. - At the most engaged end, トレックス・セミコンダクター's filing explicitly lists an extensive menu of possible engagement/activism topics — dividend policy, capital policy, business transfers, board composition, appointment/dismissal of representative directors — and frames escalation to "activism" as a response to perceived board dysfunction. カワチ薬品's filing goes further, documenting an actual shareholder proposal seeking director dismissal, a shortened board term, an independent strategy committee, and a DOE commitment, with further proposals stated as planned. バリューコマース's filing also states a specific intent to acquire additional shares (potentially exceeding 5% of shares outstanding) within three months if the market price is judged undervalued, mirrored in the トレックス language. - Overall, the verbatim language spans from pure-investment boilerplate to concrete, already-executed activist proposals, indicating the filer's engagement intensity is calibrated per holding rather than uniformly applied. Press coverage corroborates escalation at specific names: injunction petitions against ProtoCorporation's MBO/TOB (both rejected by Nagoya District Court), a public letter to Fukuda Denshi demanding an independent committee, and the Kawachi Yakuhin director-dismissal proposal.
- Coverage spans 10 tickers across 8 sectors, with a modest concentration in 電気機器 (Electric Appliances, 3 companies) and single-company exposure each in サービス業, 小売業, 情報・通信業, 卸売業, 輸送用機器, 精密機器, and 医薬品. - This pattern suggests a portfolio that is broadly diversified across industries rather than sector-concentrated, with electric appliances/electronics being the only area of modest repeat exposure.
- Peak ownership ratios across the 10 tickers show a median of 9.03%, with a range of 5.01%–14.58%. - This indicates the filer typically builds positions somewhat above the 5% disclosure threshold, though the wide range shows meaningful variation between minimal-threshold crossings and larger double-digit stakes. Note that Japan's disclosure regime only triggers reporting once ownership exceeds 5%, so smaller sub-5% positions built prior to or alongside these stakes would not be reflected here.
- For the 9 positions still above 5%, elapsed days carry a median of 362 days — this is a lower bound only, since the true holding period is undetermined and the position may continue beyond the observation date. - One position has fallen to 5% or below, with a median of 159 days elapsed since that threshold was crossed. Under Japan's disclosure regime, falling to 5% or below terminates the filer's reporting obligation; from that point the position becomes fundamentally unobservable — by this platform or any other. This does not mean the position was divested; the filer may still hold a smaller stake. - No definitive average holding period can be stated given these structural limitations.
- Of the 10 tracked positions, 1 has fallen to 5% or below (untrackable), while 0 have a confirmed full divestment to 0% via an amendment report. - Given Japan's disclosure structure, falling below the 5% threshold functions as the de facto observable exit signal, while explicit confirmation of full divestment (0%) via amendment is comparatively rare — and in this filer's case, has not yet occurred within the sample. With zero confirmed full-divestment cases, no peak-ratio-before-exit statistic is available, and the sample size for exit-pattern analysis remains very limited. This commentary reflects only activity observed within this platform's data collection period and does not represent the filer's complete historical investment record in the Japanese market. It does not constitute investment advice or a definitive assessment 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 (39 filings total on a per-filing basis, 39 on a per-event basis).
純投資。ただし発行者の株式の市場株価が割安と判断される水準にとどまる場合、ポートフォリオ投資の一環として今後3か月以内に発行済み株式総数の5％超の普通株式を市場取引で追加取得する予定がある(具体的な判断基準・取得価格・数量・時期は未定)。
提出者は、投資先企業の価値向上を目指してエンゲージメントを行うが、投資先企業の取締役会が十分に機能していないと見える場合にはその是正を図るためアクティビズムに発展する場合もある(「エスカレーション」)。エンゲージメントの一環として、配当方針・増減資方針・資本政策方針の重要な変更、多額の借財、事業譲渡・譲受・休止・廃止、重要資産の処分・取得、株式交換・移転・会社分割・合併、支配権取得、役員構成の重要な変更、代表取締役等の選解任、特定個人の役員選任等について提案予定(具体的内容・時期・条件は検討中)。また株価が割安と判断される水準にとどまる場合、ポートフォリオ投資の一環として今後3か月以内に発行済株式総数の5%超の普通株式を市場取引で追加取得する予定(判断基準・取得価格・数量・時期は未定)。
純投資だが、発行者の株式の市場株価が割安と判断される水準にとどまる場合、ポートフォリオ投資の一環として、今後3か月以内に発行済み株式総数の5%超の普通株式を市場取引で追加取得する予定がある。ただし、具体的な判断基準、取得価格、数量、時期は未定。
提出者は投資先企業の価値向上を目指してエンゲージメントを行い、取締役会が十分に機能していないと見える場合はアクティビズム(エスカレーション)に発展する場合がある。配当方針、増減資方針、資本政策、多額の借財、事業譲渡・譲受、資産処分・取得、株式交換・株式移転・会社分割・合併、支配権取得、役員構成の変更、代表取締役等の選解任、特定個人の役員選任等について提案予定(内容・時期・条件は検討中)。また、市場株価が割安と判断される場合、ポートフォリオ投資の一環として今後3か月以内に発行済株式総数の5%超の普通株式を市場取引で追加取得する予定(判断基準・取得価格・数量・時期は未定)。
提出者はエンゲージメントを行い、取締役会が十分機能していないと見える場合はアクティビズム(エスカレーション)に発展する場合がある。配当方針・増減資方針・資本政策・多額の借財・事業譲渡等・重要資産の処分取得・組織再編・支配権取得・役員構成変更・代表取締役等の選解任・特定個人の役員選任等について提案を行う予定があるが、具体的内容・時期・条件は検討中。また株価が割安と判断される場合、今後3か月以内に発行済株式総数の5%超を市場取引で追加取得する予定があるが、判断基準・取得価格・数量・時期は未定。
提出者は発行者の第59回定時株主総会において取締役解任及び取締役任期短縮を求める株主提案を行っており、独立戦略検討委員会の設置、DOE5%へのコミット、関連当事者取引の独立的検証等を求めている。今後も配当方針・資本政策・役員構成等について追加提案を行う予定であり、株価が割安と判断される場合は今後3か月以内に発行済株式総数の5%超を追加取得する予定がある。
純投資
純投資
純投資
純投資及び状況に応じて重要提案行為等を行うこと。
2026年4月8日時点では提出義務がなかったため、取り下げ(訂正報告書)
純投資及び状況に応じて重要提案行為等を行うこと。
純投資及び状況に応じて重要提案行為等を行うこと。エンゲージメントの一環として、重要提案行為等を行う場合がある。
純投資
純投資及び状況に応じて重要提案行為等を行うこと。エンゲージメントの一環として、重要提案行為等を行う場合がある。
純投資及び状況に応じて重要提案行為等を行うこと。
純投資
純投資
純投資及び状況に応じて重要提案行為等を行うこと。
純投資
純投資及び状況に応じて重要提案行為等を行うこと。エンゲージメントの一環として、重要提案行為等を行う場合がある。
純投資及び状況に応じて重要提案行為等を行うこと。
純投資
純投資
純投資
純投資
純投資
純投資及び状況に応じて重要提案行為等を行うこと。エンゲージメントの一環として、重要提案行為等を行う場合がある。
純投資
純投資及び状況に応じて重要提案行為等を行うこと。エンゲージメントの一環として、重要提案行為等を行う場合がある。
純投資
純投資
純投資及び状況に応じて重要提案行為等を行うこと。エンゲージメントの一環として、重要提案行為等を行う場合がある。
純投資
純投資
純投資及び状況に応じて重要提案行為等を行うこと。
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 |
|---|---|---|
| INTER ACTION Corporation7725Other activists in this company → | 12.63% | 2025-10-21 |
| DAIHATSU INFINEARTH MFG.CO.,LTD.6023Other activists in this company → | 11.99% | 2026-02-06 |
| TOREX SEMICONDUCTOR LTD.6616Other activists in this company → | 11.16% | 2026-07-03 |
| Daito Pharmaceutical Co.,Ltd.4577Other activists in this company → | 11.13% | 2025-08-15 |
| ValueCommerce Co.,Ltd.2491Other activists in this company → | 10.84% | 2026-08-18 |
| NEOJAPAN Inc.3921Other activists in this company → | 5.07% | 2026-05-01 |
| Wacom Co.,Ltd.6727Other activists in this company → | 5.05% | 2025-09-16 |
| CAWACHI LIMITED2664Other activists in this company → | 5.01% | 2026-06-10 |
| ICOM INCORPORATED6820Other activists in this company → | 5.01% | 2026-05-22 |
Because these are at or below 5%, subsequent holding status cannot be tracked.
| Yamatane Corporation9305Other activists in this company → | 3.73% | 2026-04-07 |
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 EDINET 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: EDINET (the Financial Services Agency's electronic disclosure system). "View original" links to the PDF of the original filing, which we retrieve and store via the EDINET API (EDINET's own browsing site does not support direct links to individual filings).
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).