What smart money is saying about Yamaha Motor
7272.T
No fund has written a full thesis on Yamaha Motor in our archive, but 2 fund letters report a position in it — most recently Matthews Japan Fund in September 2026.
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2
Reported positions
1
Bought
0
Sold
2
Letters
Position history
Every position in Yamaha Motor on record in the archive was reported in Q3 2026, across 2 fund letters — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 1 | 0 | 0 |
Fund activity · 2 positions · 1 move
- AddedMatthews Japan FundSeptember 2026
“Portfolio changes during the quarter were measured and remained consistent with the Fund's focus on durable earnings growth and long-term margin expansion. Exposure to Industrials and Financials increased, while Information Technology exposure declined following gains earlier in the year. These changes reflected bottom-up security selection and valuation discipline rather than broad sector-level views. We initiated a position in Mizuho Financial Group, one of Japan's major banking groups, with businesses spanning commercial banking, trust banking, securities and asset-management. We believe the position provides exposure to a business that may benefit from a gradually normalizing domestic interest-rate environment, improving profitability and a greater focus on capital returns. We also added Yamaha Motor, a global manufacturer of motorcycles, marine products and other mobility equipment.”
Yamaha Motor - September 2026
Listed in Brown Advisory International Value Select Strategy’s reported holdings.
Yamaha Motor
Read the letters behind these Yamaha Motor positions
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