What smart money is saying about Menicon
7780.T
No fund has written a full thesis on Menicon in our archive, but 1 fund letter reports a position in it, most recently Longleaf Partners Global Fund in June 2026.
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1
Reported positions
0
Bought
1
Sold
1
Letter
Position history
Every position in Menicon on record in the archive was reported in Q2 2026, across 1 fund letter, with 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 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
- June 2026
“Portfolio Activity During the quarter, we purchased one new position in the portfolio. The new position is a healthcare company we know well and have made money owning previously. We look forward to discussing our case in more detail later. We exited our positions in Delivery Hero, as discussed above, and Menicon, which was a smaller position that had approached fair value.”
Menicon
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