What smart money is saying about Taiheiyo Cement
5233.T
No fund has written a full thesis on Taiheiyo Cement in our archive, but 1 fund letter reports a position in it — most recently Third Avenue Value Fund in March 2026.
1
Reported positions
0
Bought
0
Sold
1
Letter
Position history
Every position in Taiheiyo Cement on record in the archive was reported in Q1 2026, across 1 fund letter, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q1 2026 | 1 | 0 | 0 | 0 |
Fund activity · 1 position
- March 2026
“Global cement companies Buzzi and Taiheiyo Cement also made the list of detractors.”
Read the letterTaiheiyo Cement
Read the letters behind these Taiheiyo Cement positions
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