What smart money is saying about Ryohin Keikaku Co., Ltd.
7453.T
No fund has written a full thesis on Ryohin Keikaku Co., Ltd. in our archive, but 2 fund letters report a position in it — most recently Hennessy Japan Fund in August 2026.
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2
Reported positions
1
Bought
1
Sold
2
Letters
Position history
Between Q2 2026 and Q3 2026, 2 fund letters reported a position in Ryohin Keikaku Co., Ltd. — 1 opened or added to the position, 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 1 | 0 |
| Q2 2026 | 1 | 1 | 0 | 0 |
Fund activity · 2 positions · 2 moves
- ExitedHennessy Japan FundAugust 2026
“• Ryohin Keikaku (Late 2000s: entry at a P/E of approximately 10x; Exited)”
Ryohin Keikaku Co., Ltd. - New positionPolen Capital International Equity StrategyJune 2026
“During the quarter, we initiated positions in ASPEED Technology, Ryohin Keikaku, Mitsubishi UFJ Financial Group, Tokio Marine Holdings, AstraZeneca, Nokia, Rentokil, RWE AG, and Technoprobe, while exiting positions in Toho, Aviva, Celestica, LifeCo, and Rheinmetall.”
Ryohin Keikaku Co., Ltd.
Read the letters behind these Ryohin Keikaku Co., Ltd. positions
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