What smart money is saying about Honda Motor

Position history

Every position in Honda Motor on record in the archive was reported in Q4 2026, across 1 fund letter, with no move described.

Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.

Fund activity · 1 position

• HoldsNakano Japan Growth Fund

  November 2026

  “12 Honda Motor (March) 7267 Automobiles & Transportation Equipment 3.5% Amid the global contraction of EV subsidies, the company is also flexibly shifting its strategy toward a realistic market environment. In the U.S., its most important market, consumer support for inexpensive pure internal combustion engine (ICE) vehicles remains strong, and a favorable profitability environment that allows it to restrain sales incentives continues. Indeed, the company's first-half gasoline vehicle sales grew nearly 50% year on year despite being at the end of model cycles, driving U.S. sales to a record high level. We highly value the company's strong earnings momentum in accurately capturing demand changes and generating solid cash in its core business.”

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  Honda Motor

Also mentioned · 1

These funds discuss Honda Motor as a competitor, benchmark or comparable, without disclosing a position in it.

• MentionedJDP Capital

  June 2025

  “CATL has partnerships with nearly all of the vehicle OEMs in China and many in the US and Europe including BMW, Ford, Tesla, Mercedes, VW, Hyundai, Honda, Stellantis and Toyota.”

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  Honda Motor