What smart money is saying about Calbee
2229.T
No fund has written a full thesis on Calbee in our archive, but 1 fund letter reports a position in it, most recently Lindsell Train Japanese Equity Fund in July 2026.
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1
Reported positions
0
Bought
0
Sold
1
Letter
Position history
Every position in Calbee on record in the archive was reported in Q3 2026, across 1 fund letter, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 1 position
- July 2026
“The Fund’s consumer franchises are also experiencing positive revenue and profits progression after the disruptions of lockdowns and their aftermath, the subsequent rise in the price of raw materials, and the fall in the value of the yen. Pigeon in particular is seeing a rebound in cashflows, with Milbon, Kao, Kirin and Calbee also making progress. Calbee registered an encouraging first quarter, with operating profits up 24% year-on-year.”
Calbee
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