What smart money is saying about Sugi Holdings
7649.T
No fund has written a full thesis on Sugi Holdings in our archive, but 1 fund letter reports a position in it — most recently TimesSquare Global Small Cap Strategy in June 2026.
1
Reported positions
0
Bought
0
Sold
2
Letters
Position history
Every position in Sugi Holdings on record in the archive was reported in Q2 2026, across 1 fund letter, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 0 | 0 |
Fund activity · 1 position
- June 2026
“On the negative side, drugstore operator Sugi Holdings faced temporary headwinds from rising labor costs and intense price competition in the domestic drugstore space, which led its stock price down -11%.”
Read the letterSugi Holdings
Also mentioned · 1
These funds discuss Sugi Holdings — as a competitor, benchmark or comparable — without disclosing a position in it.
- June 2026
“On the negative side, drugstore operator Sugi Holdings faced temporary headwinds from rising labor costs and intense price competition in the domestic drugstore space, which led its stock price down -11%.”
Read the letterSugi Holdings
Read the letters behind these Sugi Holdings positions
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