What smart money is saying about TBS Holdings
9401.T
No fund has written a full thesis on TBS Holdings in our archive, but 1 fund letter reports a position in it, most recently Polen Capital International Small Cap Equity in June 2026.
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1
Reported positions
1
Bought
0
Sold
1
Letter
Position history
Every position in TBS Holdings on record in the archive was reported in Q2 2026, across 1 fund letter, with 1 buy (opened or added).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 1 | 0 | 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
- New positionPolen Capital International Small Cap EquityJune 2026
“During the quarter, we initiated positions in Asta Energy Solutions, Morinaga Milk Industry, Tokyo Tatemono, TBS Holdings, and Bird Construction, while exiting positions in Sojitz Corporation, Rakuten Bank, Nippon Television Holdings, and Munters Group.”
TBS Holdings
Read the letters behind these TBS Holdings positions
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