What smart money is saying about Orix
IX
No fund has written a full thesis on Orix in our archive, but 2 fund letters report a position in it — most recently TAMIM Fund Global High Conviction in July 2026.
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2
Reported positions
0
Bought
0
Sold
2
Letters
Position history
Between Q2 2026 and Q3 2026, 2 fund letters reported a position in Orix, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q2 2026 | 1 | 0 | 0 | 0 |
Fund activity · 2 positions
- July 2026
“It is exchanges, insurers and diversified capital businesses such as Orix, Hong Kong Exchanges, Travelers, UBS, Sompo, T&D.”
Read the letterOrix - HoldsPolaris Capital Management Global Equity CompositeJune 2026
“In financials, company-specific catalysts drove performance. Orix Corp. continued to deliver under its new CEO, selling Orix Bank to Daiwa Securities for ~$2.3 billion, funding a buyback and raising FY2027 profit guidance.”
Read the letterOrix
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