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 own EDINET wording spans a wide spectrum from pure passive statements to explicit activism. Several holdings (アイコム, ヤマタネ, インターアクション, ダイト) are labeled simply "純投資" (pure investment), suggesting a baseline passive posture on those names. By contrast, ダイハツインフィニアース and ワコム carry near-identical language — "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" — indicating a standardized template reserving the option to escalate into "important proposal actions" depending on circumstances. The most assertive language appears in トレックス・セミコンダクター and カワチ薬品, where the filing explicitly describes an "engagement" that may develop into "activism" ("エスカレーション") if the board is judged insufficiently functioning, listing concrete potential proposal areas (dividend policy, capital policy, board composition, dismissal/appointment of directors, control transactions) and stating an intent to acquire additional shares above 5% within three months if the stock remains undervalued. カワチ薬品's filing further states that a shareholder proposal seeking director dismissal and shortened board terms was already made, with further capital-policy and board-related proposals anticipated. This confirms a graduated approach: passive by default, but escalating explicitly on names where governance concerns are stated in the filing itself.
Coverage spans eight sectors across ten tickers, with a modest concentration in 電気機器 (Electric Appliances, 3 names) and single-name exposure elsewhere (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, 医薬品). This points to a broadly diversified sectoral footprint rather than a thesis concentrated in one industry, with Electric Appliances being the only area of repeated exposure.
Peak ownership ratios range from 5.01% to 14.58% across the ten tickers, with a median of 8.46%. Given that Japan's large shareholding disclosure regime only triggers reporting once a stake exceeds 5%, the observable minimum is structurally set at that threshold; the filer's typical peak sits moderately above it, in the high-single-digit percentage range, though at least one position (カワチ薬品, reportedly still being accumulated per press coverage) has reached above 14%.
For the eight positions still disclosed above 5%, the median elapsed time is 390.5 days — but this is only a lower bound, since the filer may continue holding beyond the observation window and the true holding period is undetermined. One position has fallen to 5% or below, with a median of 138 days since that transition observed. It must be stressed that under Japan's disclosure regime, once a stake drops to 5% or below the filer's disclosure obligation terminates, rendering the position fundamentally unobservable to this platform or any external party thereafter — this does not imply the position was exited, only that it can no longer be tracked via public filings.
Of the ten tracked positions, one has fallen to 5% or below (untrackable), while zero have a confirmed full divestment to 0% via amendment report. Given this regime, "falling to 5% or below" functions as the de facto proxy for an exit signal in the absence of further disclosure, but it must not be conflated with confirmed full divestment; with zero confirmed 0% exits in this sample, no data exists on holding duration or pre-exit peak ratio for a fully divested position. The sample size for both exit categories here is too small to characterize a definitive exit pattern. Press coverage suggests Kaname has, if anything, signaled intent to increase stakes further on names like カワチ薬品 rather than reduce them, which would be consistent with the low observed exit count, though this reflects reported statements rather than confirmed filing data. This commentary reflects only activity captured within this platform's collection period and does not represent Kaname Capital'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 (37 filings total on a per-filing basis, 37 on a per-event basis).
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
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。
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
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 → | 9.71% | 2026-06-23 |
| 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).