What smart money is saying about Tokyo Steel
5423.T
No fund has written a full thesis on Tokyo Steel in our archive, but 1 fund letter reports a position in it — most recently Hosking Partners in June 2026.
1
Reported positions
1
Bought
0
Sold
1
Letter
Position history
Every position in Tokyo Steel on record in the archive was reported in Q2 2026, across 1 fund letter — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 1 | 0 | 0 |
Fund activity · 1 position · 1 move
- AddedHosking PartnersJune 2026
“We also increased our positions in other deep-value opportunities that we believe will benefit from the corporate reform underway in Japan, such as Tokyo Steel, Iwatani, Asahi Group, Ezaki Glico, and Tosei.”
Read the letterTokyo Steel
Read the letters behind these Tokyo Steel positions
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