What smart money is saying about Mitsui O.S.K Lines
1 fund in our archive has pitched Mitsui O.S.K Lines — most recently AVI Global Trust in August 2026.
Mitsui O.S.K. Lines, Ltd., together with its subsidiaries, provides maritime cargo transport and ship chartering services in Japan, North America, Europe, Singapore, and internationally. It operates through Dry Bulk Business; Energy Business; Container Ship Business; Automobile Transport, Port, and Logistics Business; Ferry/Domestic RORO Ship Business/Cruise Business; Real Estate Business; and Related Businesses segments. The company engages in the dry bulk shipping of raw materials, including iron ore, coal, wood chips, and biomass fuels, as well as intermediate goods and finished products, such as fertilizers, grain, cement, salt, and steel products; owning and operation of oil tankers and liquified gas and liquefied natural gas carriers, as well as carbon solutions, LNG infrastructure, offshore, and offshore wind power energy businesses; and owning and operation of container ships, as well as ocean transportation and onshore storage. It also provides product transport services comprising containership under the Ocean Network Express brand; car carrier under the Auto Carrier Express brand; container terminal management; and logistics services, which include air and ocean freight forwarding, trucking, customs clearance, warehousing, and buyers' consolidation. In addition, the company is involved in land and office building leasing, as well as building management; and owning and operation of ferries and coastal RoRo vessels, as well as cruise ships. Further, it engages in associated businesses, such as tugboat operations; maritime consulting comprising assessment of marine navigation safety, ship mooring, and port function evaluation, as well as investigation of maritime policies; and Global HR consulting, including human resources services, training and development programs, web design and development services, and operation of a matching platform for companies under the Sunrise brand. The company was founded in 1884 and is headquartered in Minato, Japan.
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Position history
Every position in Mitsui O.S.K Lines on record in the archive was reported in Q3 2026, across 5 fund letters — 2 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 5 | 2 | 0 | 1 |
Fund activity · 5 positions · 2 moves
- New positionAVI Global TrustAugust 2026
“AVI Global Trust’s (AGT) NAV increased by +4.0% in August. Samsung C&T was the top contributor (+81bps) as strong share price performance (+14%) was boosted by an appreciation of the Won against Sterling (+4.3%) Other strong contributors included Mitsui O.S.K Lines (+60bps), News Corp (+53bps) and Rohm (+40bps). In terms of detractors the most notable one was Jardine Matheson (-64bps). The shares have now de-rated substantially from a mid-20s discount earlier in the year to 41% currently. We have been adding to the position and believe one seller in particular has been weighing on the price. Mitsubishi Logistics (- 38bps) and Symphony International (-24bps) were the other detractors. As noted in previous newsletters the current environment is throwing up a lot of ideas in a variety of different markets. In Korea we have been adding to new and existing names such that at the time of writing we now have 15 Korean holdings; and we are increasingly enamoured about the opportunities for bottom-up engagement-focused investors in the mid-and-lower market cap part of the Korean market. Elsewhere in recent months we have established new positions in Mitsui O.S.K Lines (“MOL”) – the Japanese shipping company and Bio-Rad Labs, the US life sciences tools & diagnostics business that owns a listed stake in Sartorius AG.”
Mitsui O.S.K Lines - August 2026
Listed in AVI Japanese Special Situations’s reported holdings.
Mitsui O.S.K Lines - August 2026
“Elsewhere in recent months we have established new positions in Mitsui O.S.K Lines (“MOL”) – the Japanese shipping company and Bio-Rad Labs, the US life sciences tools & diagnostics business that owns a listed stake in Sartorius AG.”
Mitsui O.S.K Lines - July 2026
Listed in AVI Japanese Special Situations’s reported holdings.
Mitsui O.S.K Lines - HoldsAVI Global TrustJuly 2026
“AVI Global Trust’s (AGT) NAV increased by +0.9% in July 2026.%3 D'Ieteren 7.2 Mitsubishi Logistics 6.5 Jardine Matheson 5.7 Samsung C&T 5.6 Harbourvest Global PE 5.4 Chrysalis Investments 5.2 News Corp A 4.9 Exor 4.6 Vivendi 4.3 Oakley Capital Investments 3.8 TOTAL 53.2 No. of Holdings 41 Korea All not so quiet on the Korean front. Asset Value Investors Asset Value Investors enters next phase of growth with Pacific Asset Management partnership.31/07/2026 23% 22% 19% 13% 11% 8% 3% 2% Japan Europe ex UK Korea North America Asia ex Japan & Korea UK Oceania Other36% 23% 22% 19% Holding company ex Japan & Korea Closed-end fund Japan KoreaAVI Global Trust’s (AGT) NAV increased by +0.9% in July. News Corp (+49bps) was the most significant contributor over the month. The shares have now risen nearly 25% from the February 2026 AI-induced sell-off lows (where we added) and the stub has re-rated from 3x to 6x forward EBITDA - leading us to trim the position. Other strong performers included shipping / energy vessel company Mitsui O.S.K (+42bps) and Japanese entertainment company, Toho (+41bps).”
Mitsui O.S.K Lines
Fund coverage · 1 thesis
- AVI Global TrustAugust 2026
Mitsui O.S.K Lines is a Japanese shipping group whose fleet and real estate assets appear materially undervalued versus book value, with catalysts from governance सुधारs, capital returns, and stronger freight markets.
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