What smart money is saying about Hikari Tsushin
2 funds in our archive have pitched Hikari Tsushin — most recently LVS Advisory in June 2026.
Hikari Tsushin, Inc. specializes in providing a diverse range of communication hardware, including corporate telephony systems, office automation equipment, network security solutions (UTMs), and servers. Beyond its product offerings, the company also delivers various services such as internet connectivity, digital content, electricity provision, and customized IT solutions for different industries. Additionally, it extends into water delivery services, offers insurance products, and provides agency sales support. Established in 1988, Hikari Tsushin maintains its headquarters in Tokyo, Japan.
Position history
Every position in Hikari Tsushin on record in the archive was reported in Q2 2026, across 2 fund letters — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 1 | 0 | 2 |
Fund activity · 2 positions · 1 move
- HoldsLVS AdvisoryJune 2026
“Hikari Tsushin is our first and only investment in Japan.”
Read the letterHikari Tsushin - AddedHosking PartnersJune 2026
“This included adding to our largest Japanese holding, Hikari Tsushin, which is owned by all five multi-counsellors and whose shares have derated back to levels seen at the time of our initial purchase in late 2022.”
Read the letterHikari Tsushin
Also mentioned · 1
These funds discuss Hikari Tsushin — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedLongriver Partners FundJuly 2026
“TOP 10 HOLDINGS (ALPHABETICAL): KEY INVESTMENT TERMS: OPERATIONS: LONGRIVER INVESTMENT PARTNERS LIMITED | LEVEL 7, NEW EAST OCEAN CENTRE, TSIM SHA TSUI, HONG KONG Longriver is an Asia-informed global equity strategy for long-term investors who think like business owners.”
Read the letterHikari Tsushin
Fund coverage · 2 theses
- LVS AdvisoryJune 2026
Hikari Tsushin is a Japanese capital-light conglomerate with a strong capital allocation record, aligned management, and attractive valuation backed by recurring businesses and investment holdings.
Read the full thesis - Hosking PartnersJune 2026
Hikari Tsushin is a capital-efficient Japanese compounder with a long record of book value growth and a share price that has derated.
Read the full thesis
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