What smart money is saying about Milbon Co
4919.T
No fund has written a full thesis on Milbon Co in our archive, but 2 fund letters report a position in it — most recently Lindsell Train Japanese Equity Fund in August 2026.
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2
Reported positions
0
Bought
0
Sold
2
Letters
Position history
Every position in Milbon Co on record in the archive was reported in Q3 2026, across 2 fund letters, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 0 | 0 |
Fund activity · 2 positions
- August 2026
Listed in Lindsell Train Japanese Equity Fund’s reported holdings.
Milbon Co - July 2026
“The Fund’s consumer franchises are also experiencing positive revenue and profits progression after the disruptions of lockdowns and their aftermath, the subsequent rise in the price of raw materials, and the fall in the value of the yen. Pigeon in particular is seeing a rebound in cashflows, with Milbon, Kao, Kirin and Calbee also making progress.”
Milbon Co
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