What smart money is saying about Fuji Media Holdings
4676.T
No fund has written a full thesis on Fuji Media Holdings in our archive, but 2 fund letters report a position in it — most recently NAVF Nippon Active Value Fund plc in June 2026.
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2
Reported positions
0
Bought
2
Sold
2
Letters
Position history
Between Q4 2025 and Q2 2026, 2 fund letters reported a position in Fuji Media Holdings — 2 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 1 | 0 |
| Q4 2025 | 1 | 0 | 1 | 0 |
Fund activity · 2 positions · 2 moves
- ExitedNAVF Nippon Active Value Fund plcJune 2026
“We participated in the buy back program and fully exited the position in FMH in February.”
Fuji Media Holdings - ExitedNAVF (Rising Sun Management / Dalton) Nippon Active Value Fund plcDecember 2025
“Then, on 3rd February, Fuji Media Holdings (FMH) capitulated to our and fellow activists' demands to raise its dividend and start to tackle its dysfunctional structure by examining how to introduce external capital into the real estate business. More importantly, it announced the intention to buy back Y235 billion, or around 30% of outstanding shares. This was carried out via the Tostnet 3 mechanism the following day at Y3,839 per share. The amount was carefully calibrated to allow NAVF/Dalton, the Murakami family, and SBI, collectively about 30% shareholders and all activist critics, to exit.”
Fuji Media Holdings
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