What smart money is saying about SBS Holdings, Inc.
2384.T
No fund has written a full thesis on SBS Holdings, Inc. in our archive, but 1 fund letter reports a position in it — most recently Hennessy Japan Small Cap Fund in July 2026.
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1
Reported positions
0
Bought
1
Sold
1
Letter
Position history
Every position in SBS Holdings, Inc. on record in the archive was reported in Q3 2026, across 1 fund letter, with 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 1 | 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 · 1 move
- July 2026
“Meanwhile, key detractors from the Fund’s performance included Musashi Seimitsu Industry Co., Ltd., Fukuyama Transporting Co., Ltd., and SBS Holdings, Inc. Musashi Seimitsu Industry’s shares surged last month amid rapidly mounting expectations for new components used in AI servers, and the share price subsequently corrected as signs of overheating emerged. Although neither Fukuyama Transporting nor SBS Holdings reported any company-specific news, both stocks saw significant gains following the release of their May financial results, and their subsequent declines appear to have been driven by profit-taking.”
SBS Holdings, Inc.
Read the letters behind these SBS Holdings, Inc. positions
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