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What smart money is saying about Asahi Group HoldingsJapan flag

2502.T · Consumer Defensive · Beverages - Alcoholic · Market cap $15.70B

1 fund in our archive has pitched Asahi Group Holdings — most recently Oakmark International Fund in March 2025.

Company profile

Asahi Group Holdings, Ltd., together with its subsidiaries, manufactures and sells alcoholic beverages, soft drinks, and food products in Japan and internationally. It operates through Alcohol Beverages, Soft Drinks, Food, Overseas, and Others segments. The company offers alcoholic beverage products, including imported beers, non-alcohol beer taste beverages, wines, shochu and whiskey products, ready-to-drink beverages, happoshu products, and spirits. It also provides soft drink beverages, such as ciders, carbonated soda water beverages, coffee, tea, lactic acid drinks, mineral waters, sports drinks, and fruit juices. In addition, the company offers food products comprising confectioneries, health foods, supplements, yeast extracts, powdered milk products for infants and baby foods, skin care, and others; and freeze-dried foods, including miso and other soups, porridge, risotto, stews, bowls, pastas, and curries. It provides its products primarily under the Asahi Super Dry, Clear Asahi, Black Nikka, Asahi Dry Zero, Mitsuya Cider, Wilkinson, Wonda, Asahi Juroku-cha, Asahi Oishii Mizu, Calpis, Mintia, Dear-Natura, Peroni Nastro Azzurro, Pilsner Urquell, Cool Ridge, Schweppes, Asahi Gokujo Kire Aji, Wilkinson Highball, Asahi THE RICH, Prime Rich, Zeitaku Shibori, Style Free, Zeitaku Zero, Asahi Off, HATARAKU ATAMANI, WAKODO GLOBAL, Juhinmoku no Ippai, Carlton, Great Northern, Pirate Life, Lech Free, Kozel, Ksiazece, Captain Jack, Zubr, Tyskie, and Ippon Manzoku Bar brands. Further, it is involved in the operation of restaurants; and offers fertilizers, and microbiological and biochemical products. The company was formerly known as Asahi Breweries, Ltd. and changed its name to Asahi Group Holdings, Ltd. in July 2011. Asahi Group Holdings, Ltd. was founded in 1889 and is headquartered in Tokyo, Japan.

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Summarize with Warren AI
1
Reported positions
1
Bought
0
Sold
2
Letters

Position history

Between Q1 2025 and Q2 2026, 1 fund letter reported a position in Asahi Group Holdings1 opened or added to the position.

Fund letters reporting a position in Asahi Group Holdings, by quarter
QuarterLettersBoughtSoldTheses
Q2 20261100
Q1 20250001

Fund activity · 1 position · 1 move

  • AddedHosking Partners
    June 2026
    We also increased our positions in other deep-value opportunities that we believe will benefit from the corporate reform underway in Japan, such as Tokyo Steel, Iwatani, Asahi Group, Ezaki Glico, and Tosei.
    Read the letterAsahi Group Holdings

Fund coverage · 1 thesis

  • Oakmark International Fund
    March 2025

    Asahi Group Holdings is a leading global beverage company uniquely positioned to benefit from favorable market conditions in Japan and attractive positions in Australia and Central Europe, while being available at a below-average valuation.

    Read the full thesis

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