What smart money is saying about Towa Corporation
6315.T
No fund has written a full thesis on Towa Corporation in our archive, but 2 fund letters report a position in it — most recently Hennessy Japan Small Cap Fund in September 2026.
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2
Reported positions
0
Bought
0
Sold
2
Letters
Position history
Every position in Towa Corporation 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
- September 2026
“Meanwhile, key detractors from the Fund’s performance included Towa Corporation and Ulvac, Inc. Towa announced its first-quarter results.”
Towa Corporation - July 2026
“Shares of Towa traded firmly amid growing expectations for higher demand for semiconductor manufacturing investment, fueled by expanding AI- related investments.”
Towa Corporation
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