What smart money is saying about Mitsui & Co
8031.T
No fund has written a full thesis on Mitsui & Co in our archive, but 2 fund letters report a position in it — most recently Liontrust GF Global Alpha Long Short Fund in June 2026.
Get an email when a fund writes about it
2
Reported positions
0
Bought
0
Sold
2
Letters
Position history
Every position in Mitsui & Co 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
- June 2026
“Importantly, only two single short positions detracted more than 50bps, and both of those marginally so, demonstrating the effect of strong stock selection and prudent position sizing. Long book losses were concentrated in a handful of positions, with Microsoft, Viridien and Mitsui & Co the largest detractors.”
Mitsui & Co - HoldsAugustine Asset Management Global Equity & Fixed Income StrategiesJune 2026
“Positive contributions from global technology (Taiwan Semiconductor Manufacturing, ASML, Apple), European industrials (Siemens), Japanese financials (Mizuho, Sumitomo Mitsui), and US and Asian materials (Freeport McMoran, BHP) were partially offset by Japanese industrials (Mitsui, Marubeni), US healthcare (Gilead, Regeneron, United Therapeutics, Medtronic), and European energy (Shell, TotalEnergies).”
Mitsui & Co
Read the letters behind these Mitsui & Co positions
Every quote above comes from a fund letter in our archive. Get unlimited access to the letters themselves — and to Warren AI, which reads all of them for you.
View plans→Share this ledger