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AnalysesQuarterly Letters✦Warren AI
Harris Associates

Harris Associates Japan Strategy

Japan

Dec 2024 → Jun 2026

Our archive holds 2 letters from this strategy, behind 1 investment thesis and positions in 6 companies. Every quote below is copied verbatim from the letter it came from.

2 letters in 3 years — follow all of Harris Associates for every strategy.

What it bought and sold

  • ExitedPERSOL HoldingsJun 2026
    • PERSOL HOLDINGS
  • ExitedCosmos PharmaceuticalJun 2026
    • Cosmos Pharmaceutical

Also held

  • TIS Inc.
  • MISUMI Group
  • Hamamatsu Photonics

Its investment theses

  • TISIJun 2026TISI is an IT consulting and services company with improving profitability, strong order momentum, excellent capital allocation, and growth driven by INTEC integration.

Every letter

2026

  • June 2026

2024

  • December 2024

Other Harris Associates strategies

  • Harris Associates Global Concentrated Strategy2
  • Harris Associates Global Strategy2
  • Harris Associates International Small Cap Strategy2
  • Harris Associates U.S. Large Value Strategy2
  • Harris Associates Global All Cap Strategy1
  • Harris Associates International Strategy1
  • Harris Associates U.S. Concentrated Strategy1
  • Harris Oakmark Concentrated Strategy1
  • Harris Oakmark Global All Cap Strategy1
  • Harris Oakmark Global Concentrated Strategy1
  • Harris Oakmark Global Strategy1
  • Harris Oakmark International Equity Strategy1
  • Harris Oakmark International Small Cap Strategy1
  • Harris Oakmark Japan Strategy1
  • Harris Oakmark US Large Value Strategy1
  • Harris US Concentrated Strategy1
  • Harris US Large Value Strategy1
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