シンフォニー・フィナンシャル・パートナーズ
Known for asset-value and M&A-related proposals.
"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 filer's purpose statements fall into two recurring templates across its 16 holdings. The majority (10 of 16, including Denyo, Komatsu Matere, Japan Securities Finance, Nishio Holdings, Infomart, Nagawa, Oyo Corporation, Nitto Kohki, Unisol Holdings, Nichireki Group, and Zuiko) use the phrase "純投資及び状況に応じて重要提案行為を行うこともありうる" ("pure investment, and depending on circumstances, important proposal actions may also be made"), signaling that the filer reserves the optionality to engage in important proposal actions (e.g., board or capital-policy related proposals under Japanese disclosure terminology) should conditions warrant. The remaining holdings (Yokogyo, Nafco, Marzen Showa Transportation, Win-Partners, K&O Energy Group) use the simpler "純投資" ("pure investment") wording without the important-proposal-action clause. This bifurcation suggests the filer applies a fairly standardized dual-track stance — a baseline passive/pure-investment posture, with an explicit reservation of engagement optionality at roughly two-thirds of its positions. The verbatim text itself does not specify what form any "important proposal actions" would take, nor does it confirm that such actions have occurred.
The portfolio is moderately concentrated, with サービス業 (Services) the clear largest exposure at 5 of 16 companies, followed by 機械 (Machinery) and 卸売業 (Wholesale) at 2 each. The remainder — Electric Appliances, Textile Products, Other Financial Services, Retail, Land Transportation, Oil & Coal Products, and Mining — each appear once. This pattern indicates a tilt toward Services alongside broad single-name diversification across a wide range of other sectors, rather than a narrow sector-specific thesis.
Peak ownership ratios across the 16 tracked tickers range from 5.18% to 37.10%, with a median of 14.20%. This indicates the filer typically builds positions well above the 5% disclosure threshold mandated under Japan's large shareholding reporting regime, with some positions reaching considerably higher stakes. Given the threshold-triggered nature of this disclosure regime, the lower end of the range may partly reflect positions still being accumulated or already past peak at the time of最新 filing.
For the 14 positions still above 5%, the median elapsed time is 366 days — but this is only a lower bound, since the position remains open and the ultimate holding period is undetermined. One position has fallen to 5% or below, with 345 days elapsed since that point; under Japan's disclosure regime, once ownership drops to 5% or below the filer's disclosure obligation ends, rendering the position fundamentally unobservable thereafter — by this platform or any outside observer. This does not imply divestment; a smaller residual stake may still be held. No definitive average holding period can be stated from this data.
Of the 16 tracked positions, 14 remain above 5% and trackable, 1 fell to 5% or below (untrackable, not confirmed as divestment), and 1 shows confirmed full divestment to 0% via an amendment report, with that position's peak ratio just before exit recorded at 5.18% and a holding window of 17 days from initial disclosure to 0%. Given the structure of Japan's disclosure regime, falling to 5% or below functions as the de facto, most common "exit" signal observed, while explicit confirmation of full divestment to 0% is rare in this dataset (n=1) and should not be generalized. Sample sizes for both exit categories are too small to characterize a definitive exit pattern. 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, nor does it 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 (42 filings total on a per-filing basis, 42 on a per-event basis).
純投資及び状況に応じて重要提案行為を行うこともありうる
純投資及び状況に応じて重要提案行為を行うこともありうる
純投資及び状況に応じて重要提案行為を行うこともありうる
純投資及び状況に応じて重要提案行為を行うこともありうる
純投資及び状況に応じて重要提案行為を行うこともありうる
純投資及び状況に応じて重要提案行為を行うこともありうる
純投資及び状況に応じて重要提案行為を行うこともありうる
純投資及び状況に応じて重要提案行為を行うこともありうる
純投資及び状況に応じて重要提案行為を行うこともありうる
純投資及び状況に応じて重要提案行為を行うこともありうる
純投資及び状況に応じて重要提案行為を行うこともありうる
純投資及び状況に応じて重要提案行為を行うこともありうる
純投資及び状況に応じて重要提案行為を行うこともありうる
純投資及び状況に応じて重要提案行為を行うこともありうる
純投資及び状況に応じて重要提案行為を行うこともありうる
純投資及び状況に応じて重要提案行為を行うこともありうる
純投資及び状況に応じて重要提案行為を行うこともありうる
純投資及び状況に応じて重要提案行為を行うこともありうる
純投資及び状況に応じて重要提案行為を行うこともありうる
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を行うこともありうる
純投資及び状況に応じて重要提案行為を行うこともありうる
純投資及び状況に応じて重要提案行為を行うこともありうる
純投資及び状況に応じて重要提案行為を行うこともありうる
純投資及び状況に応じて重要提案行為を行うこともありうる
純投資及び状況に応じて重要提案行為を行うこともありうる
純投資及び状況に応じて重要提案行為を行うこともありうる
純投資及び状況に応じて重要提案行為を行うこともありうる
純投資及び状況に応じて重要提案行為を行うこともありうる
純投資及び状況に応じて重要提案行為を行うこともありうる
純投資及び状況に応じて重要提案行為を行うこともありうる
純投資及び状況に応じて重要提案行為を行うこともありうる
純投資及び状況に応じて重要提案行為を行うこともありうる
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を行うこともありうる
純投資及び状況に応じて重要提案行為を行うこともありうる
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.
Because these are at or below 5%, subsequent holding status cannot be tracked.
| KANAME KOGYO CO.,LTD.6566Other activists in this company → | 0.78% | 2025-11-07 |
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 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).