What smart money is saying about Marubeni Corp.
8002.T
No fund has written a full thesis on Marubeni Corp. in our archive, but 2 fund letters report a position in it — most recently Polaris Capital Management Global Equity Composite in June 2026.
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2
Reported positions
0
Bought
0
Sold
2
Letters
Position history
Every position in Marubeni Corp. on record in the archive was reported in Q2 2026, across 2 fund letters, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 0 | 0 | 0 |
Fund activity · 2 positions
- HoldsPolaris Capital Management Global Equity CompositeJune 2026
“DHL Group surprised positively with resilient express air-freight performance and cost savings. Marubeni Corp., a perennially strong Japanese trading house, lagged after weak guidance and rising costs, with pressure continuing on concerns over chemical-product shortages and cash-flow risk from its growth plans.”
Marubeni Corp. - HoldsPolaris Capital Management International Equity CompositeJune 2026
“Marubeni Corp., a perennially strong Japanese trading house, lagged after weak guidance and rising costs, with pressure continuing on concerns over chemical-product shortages and cash-flow risk from its growth plans.”
Marubeni Corp.
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