What smart money is saying about Sumitomo Bakelite
4203.T
No fund has written a full thesis on Sumitomo Bakelite in our archive, but 2 fund letters report a position in it — most recently TimesSquare Global Small Cap Strategy in June 2026.
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2
Reported positions
0
Bought
2
Sold
2
Letters
Position history
Every position in Sumitomo Bakelite on record in the archive was reported in Q2 2026, across 2 fund letters — 2 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 0 | 2 | 0 |
Fund activity · 2 positions · 2 moves
- TrimmedTimesSquare Global Small Cap StrategyJune 2026
“Our strongest contributor in the region was Sumitomo Bakelite, a specialty-plastics manufacturer, which rose 51% as the company achieved strong margin expansion on robust demand for advanced semiconductor-packaging materials.”
Read the letterSumitomo Bakelite - TrimmedTimesSquare International Small Cap PortfolioJune 2026
“We used the strength in Sumitomo Bakelite and MISUMI to trim both positions.”
Read the letterSumitomo Bakelite
Read the letters behind these Sumitomo Bakelite positions
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