What smart money is saying about Shimano Inc.
7309.T
No fund has written a full thesis on Shimano Inc. in our archive, but 1 fund letter reports a position in it — most recently Hennessy Japan Fund in October 2026.
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1
Reported positions
0
Bought
1
Sold
1
Letter
Position history
Every position in Shimano Inc. on record in the archive was reported in Q4 2026, across 1 fund letter, with 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q4 2026 | 1 | 0 | 1 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 1 position · 1 move
- ExitedHennessy Japan FundOctober 2026
“Long-term readers of this letter may recall our past investments in consumer brands. These include Ryohin Keikaku (MUJI-branded household goods and apparels), Rohto Pharmaceutical (over-the- counter eye drops and skincare cosmetics), Kao (homecare and personal care goods), Unicharm (baby diaper and sanitary napkins), Asics (running shoes), Shimano (bike parts), and Pigeon (baby care products). We have already sold the majority of these investments or have completed a full exit over the years.”
Shimano Inc.
Read the letters behind these Shimano Inc. positions
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