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What smart money is saying about Kurabo Industries

3106.T

No fund has written a full thesis on Kurabo Industries in our archive, but 2 fund letters report a position in it — most recently AVI Japan Opportunity Trust (Asset Value Investors) in May 2026.

2
Reported positions
0
Bought
0
Sold
2
Letters

Position history

Every position in Kurabo Industries on record in the archive was reported in Q2 2026, across 2 fund letters, with no move described.

Fund letters reporting a position in Kurabo Industries, by quarter
QuarterLettersBoughtSoldTheses
Q2 20262000

Fund activity · 2 positions

  • HoldsAVI Japan Opportunity Trust (Asset Value Investors)
    May 2026
    Added to the portfolio in January 2024, Kurabo is now a top-three holding, representing 8.8% of NAV.
    Read the letterKurabo Industries
  • HoldsAVI Japanese Special Situations
    May 2026
    Added to the portfolio in April 2024, Kurabo is now representing 4.1% of NAV.
    Read the letterKurabo Industries

Read the letters behind these Kurabo Industries positions

Every quote above comes from a fund letter in our archive. Get unlimited access to the letters themselves — and to Warren AI, which reads all of them for you.

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