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アズワン株式会社 — Tender offer (TOB) registration: holding (see filing) in AS ONE CORPORATION. See original filing.

Holding: — — AS ONE CORPORATION

Original filing on EDINET ↗

Source: EDINET — Summarized and translated by KaijiWatch, not an official translation.

Oasis Management — Large-shareholding report: holding 5.03% in M3, Inc. See original filing.

Holding: 5.03% — M3, Inc.

Original filing on EDINET ↗

Source: EDINET — Summarized and translated by KaijiWatch, not an official translation.

Silchester International Investors — Large-shareholding report: holding 5.97% in SUMITOMO HEAVY INDUSTRIES,LTD. See original filing.

Holding: 5.97% (from 7.03%) — SUMITOMO HEAVY INDUSTRIES,LTD.

Original filing on EDINET ↗

Source: EDINET — Summarized and translated by KaijiWatch, not an official translation.

株式会社デジタルハーツホールディングス — Position statement (TOB): holding (see filing) in the issuer. See original filing.

Holding: —

Original filing on EDINET ↗

Source: EDINET — Summarized and translated by KaijiWatch, not an official translation.

Murakami Group (City Index Eleventh) — Large-shareholding report: holding 0.43% in サンケイリアルエステート投資法人. See original filing.

Holding: 0.43% (from 0.43%)

Original filing on EDINET ↗

Source: EDINET — Summarized and translated by KaijiWatch, not an official translation.

Strategic Capital — Large-shareholding report: holding 12.74% in YELLOW HAT LTD. See original filing.

Holding: 12.74% (from 13.83%) — YELLOW HAT LTD.

Original filing on EDINET ↗

Source: EDINET — Summarized and translated by KaijiWatch, not an official translation.

株式会社ＣＥホールディングス — Position statement (TOB): holding (see filing) in the issuer. See original filing.

Holding: —

Original filing on EDINET ↗

Source: EDINET — Summarized and translated by KaijiWatch, not an official translation.

Silchester International Investors — Large-shareholding report: holding 11.73% in MEDIPAL HOLDINGS CORPORATION. See original filing.

Holding: 11.73% (from 11.71%) — MEDIPAL HOLDINGS CORPORATION

Original filing on EDINET ↗

Source: EDINET — Summarized and translated by KaijiWatch, not an official translation.

Silchester International Investors — Large-shareholding report: holding 14.83% in Sumitomo Osaka Cement Co.,Ltd. See original filing.

Holding: 14.83% (from 16.01%) — Sumitomo Osaka Cement Co.,Ltd.

Original filing on EDINET ↗

Source: EDINET — Summarized and translated by KaijiWatch, not an official translation.

Murakami Group (City Index Eleventh) — Large-shareholding report: holding 0.00% in MITSUBISHI PAPER MILLS LIMITED. See original filing.

Holding: 0.00% (from 0.00%) — MITSUBISHI PAPER MILLS LIMITED

Original filing on EDINET ↗

Source: EDINET — Summarized and translated by KaijiWatch, not an official translation.

株式会社ＪＰＭＣ — Position statement (TOB): holding (see filing) in the issuer. See original filing.

Holding: —

Original filing on EDINET ↗

Source: EDINET — Summarized and translated by KaijiWatch, not an official translation.

伊藤忠商事株式会社 — Tender offer (TOB) registration: holding (see filing) in ITOCHU Corporation. See original filing.

Holding: — — ITOCHU Corporation

Original filing on EDINET ↗

Source: EDINET — Summarized and translated by KaijiWatch, not an official translation.

Strategic Capital — Large-shareholding report: holding 9.17% in Keihanshin Building Co., Ltd. See original filing.

Holding: 9.17% (from 9.44%) — Keihanshin Building Co., Ltd.

Original filing on EDINET ↗

Source: EDINET — Summarized and translated by KaijiWatch, not an official translation.

Strategic Capital — Large-shareholding report: holding 15.72% in A&D HOLON Holdings Company, Limited. See original filing.

Holding: 15.72% (from 15.01%) — A&D HOLON Holdings Company, Limited

Original filing on EDINET ↗

Source: EDINET — Summarized and translated by KaijiWatch, not an official translation.

Strategic Capital — Large-shareholding report: holding 18.24% in KH Neochem Co.,Ltd. See original filing.

Holding: 18.24% (from 18.24%) — KH Neochem Co.,Ltd.

Original filing on EDINET ↗

Source: EDINET — Summarized and translated by KaijiWatch, not an official translation.

Nippon Active Value Fund (NAVF) — Amended large-shareholding report: holding 7.84% in NASU DENKI-TEKKO CO.,LTD. See original filing.

Holding: 7.84% (from 7.25%) — NASU DENKI-TEKKO CO.,LTD.

Original filing on EDINET ↗

Source: EDINET — Summarized and translated by KaijiWatch, not an official translation.

Nippon Active Value Fund (NAVF) — Amended large-shareholding report: holding 7.95% in MEISEI INDUSTRIAL Co.,Ltd. See original filing.

Holding: 7.95% (from 7.49%) — MEISEI INDUSTRIAL Co.,Ltd.

Original filing on EDINET ↗

Source: EDINET — Summarized and translated by KaijiWatch, not an official translation.

Nippon Active Value Fund (NAVF) — Amended large-shareholding report: holding 4.80% in NISSAN TOKYO SALES HOLDINGS CO., LTD. See original filing.

Holding: 4.80% (from 4.17%) — NISSAN TOKYO SALES HOLDINGS CO., LTD.

Original filing on EDINET ↗

Source: EDINET — Summarized and translated by KaijiWatch, not an official translation.

フューチャー株式会社 — Position statement (TOB): holding (see filing) in the issuer. See original filing.

Holding: —

Original filing on EDINET ↗

Source: EDINET — Summarized and translated by KaijiWatch, not an official translation.

Murakami Group (City Index Eleventh) — Large-shareholding report: holding 0.00% in YAMADA HOLDINGS CO.,LTD. See original filing.

Holding: 0.00% (from 0.00%) — YAMADA HOLDINGS CO.,LTD.

Original filing on EDINET ↗

Source: EDINET — Summarized and translated by KaijiWatch, not an official translation.

Strategic Capital — Large-shareholding report: holding 7.09% in NIPPN CORPORATION. See original filing.

Holding: 7.09% (from 6.09%) — NIPPN CORPORATION

Original filing on EDINET ↗

Source: EDINET — Summarized and translated by KaijiWatch, not an official translation.

Murakami Group (City Index Eleventh) — Large-shareholding report: holding 0.00% in 日本製紙株式会社. See original filing.

Holding: 0.00% (from 0.00%)

Original filing on EDINET ↗

Source: EDINET — Summarized and translated by KaijiWatch, not an official translation.

Nippon Active Value Fund (NAVF) — Large-shareholding report: holding 1.40% in INTAGE HOLDINGS Inc. See original filing.

Holding: 1.40% — INTAGE HOLDINGS Inc.

Original filing on EDINET ↗

Source: EDINET — Summarized and translated by KaijiWatch, not an official translation.

Silchester International Investors — Large-shareholding report: holding 6.06% in NIKON CORPORATION. See original filing.

Holding: 6.06% (from 7.08%) — NIKON CORPORATION

Original filing on EDINET ↗

Source: EDINET — Summarized and translated by KaijiWatch, not an official translation.

Murakami Group (City Index Eleventh) — Large-shareholding report: holding 1.02% in DeNA Co., Ltd. See original filing.

Holding: 1.02% (from 2.32%) — DeNA Co., Ltd

Original filing on EDINET ↗

Source: EDINET — Summarized and translated by KaijiWatch, not an official translation.

Murakami Group (City Index Eleventh) — Large-shareholding report: holding 0.43% in サンケイリアルエステート投資法人. See original filing.

Holding: 0.43% (from 0.43%)

Original filing on EDINET ↗

Source: EDINET — Summarized and translated by KaijiWatch, not an official translation.

アールビバン株式会社 — Position statement (TOB): holding (see filing) in the issuer. See original filing.

Holding: —

Original filing on EDINET ↗

Source: EDINET — Summarized and translated by KaijiWatch, not an official translation.

Strategic Capital — Large-shareholding report: holding 9.44% in Keihanshin Building Co., Ltd. See original filing.

Holding: 9.44% (from 10.66%) — Keihanshin Building Co., Ltd.

Original filing on EDINET ↗

Source: EDINET — Summarized and translated by KaijiWatch, not an official translation.

Silchester International Investors — Large-shareholding report: holding 4.36% in Kyoto Financial Group, Inc. See original filing.

Holding: 4.36% (from 5.37%) — Kyoto Financial Group, Inc.

Original filing on EDINET ↗

Source: EDINET — Summarized and translated by KaijiWatch, not an official translation.

株式会社ストレージ王 — Position statement (TOB): holding (see filing) in Arealink Co.,Ltd. See original filing.

Holding: — — Arealink Co.,Ltd.

Original filing on EDINET ↗

Source: EDINET — Summarized and translated by KaijiWatch, not an official translation.

3D Investment Partners — Large-shareholding report: holding 13.91% in SEIBU HOLDINGS INC. See original filing.

Holding: 13.91% (from 12.86%) — SEIBU HOLDINGS INC.

Original filing on EDINET ↗

Source: EDINET — Summarized and translated by KaijiWatch, not an official translation.

3D Investment Partners — Large-shareholding report: holding 9.23% in J.FRONT RETAILING Co.,Ltd. See original filing.

Holding: 9.23% (from 7.55%) — J.FRONT RETAILING Co.,Ltd.

Original filing on EDINET ↗

Source: EDINET — Summarized and translated by KaijiWatch, not an official translation.

Strategic Capital — Large-shareholding report: holding 13.67% in GungHo Online Entertainment, Inc. See original filing.

Holding: 13.67% (from 10.51%) — GungHo Online Entertainment, Inc.

Original filing on EDINET ↗

Source: EDINET — Summarized and translated by KaijiWatch, not an official translation.

Strategic Capital — Large-shareholding report: holding 6.09% in NIPPN CORPORATION. See original filing.

Holding: 6.09% (from 5.09%) — NIPPN CORPORATION

Original filing on EDINET ↗

Source: EDINET — Summarized and translated by KaijiWatch, not an official translation.

Strategic Capital — Large-shareholding report: holding 13.18% in SANYO DENKI CO.,LTD. See original filing.

Holding: 13.18% (from 13.75%) — SANYO DENKI CO.,LTD.

Original filing on EDINET ↗

Source: EDINET — Summarized and translated by KaijiWatch, not an official translation.

Silchester cuts Sumitomo Osaka Cement stake to 16.01% from 17.19%

Silchester International Investors LLP filed Amendment Report No. 23 reporting its holding in Sumitomo Osaka Cement Co.,Ltd. decreased to 16.01% (5,132,900 shares) from 17.19%, triggered by a decline of at least 1% since the prior report. The obligation date was 2026-07-06 and the filing was submitted 2026-07-07. Total acquisition cost was reported as JPY 22,367,119,000. The filer states it intends to make proposals to the issuer aimed at enhancing corporate and shareholder value, including capital policy changes, improved capital efficiency, business structure review, and strengthened corporate governance (which may constitute material proposal actions), such as increased dividends, share buybacks or cancellations, and general views on board composition, made at times deemed appropriate depending on market conditions, management situation, and dialogue with the issuer.

Holding: 16.01% (from 17.19%) — Sumitomo Osaka Cement Co.,Ltd.

Original filing on EDINET ↗

Source: EDINET — Summarized and translated by KaijiWatch, not an official translation.

Strategic Capital raises GOLDCREST stake to 16.28% from 14.67%, pushes capital policy overhaul, buyout, higher dividends

Strategic Capital, Inc. filed Amendment No. 11 to its large shareholding report on GOLDCREST Co.,Ltd., reporting its holding ratio rose to 16.28% (5,825,400 shares) from a prior 14.67%, triggered by a 1%+ increase. The obligation date was 2026-06-30. The stated purpose is constructive dialogue with the issuer, material proposal activity, and pure investment. Proposals include improving the capital structure through use of interest-bearing debt and restraint of shareholders' equity, delisting via a third-party acquisition, increased dividends (a shareholder-return policy of the higher of DOE 8% or 100% payout ratio annually), and buyback of shares from a specific shareholder (Hidetoshi Yasukawa and shareholders the filer deems he effectively controls).

Holding: 16.28% (from 14.67%) — GOLDCREST Co.,Ltd.

Original filing on EDINET ↗

Source: EDINET — Summarized and translated by KaijiWatch, not an official translation.

Murakami Group's City Index Eleventh cuts Keikyu stake to near-zero (0.00%), flags possible re-accumulation above 5% within 3 months

City Index Eleventh (Murakami Group) filed an amendment report on Keikyu Corporation, reporting a holding ratio of 0.00% (100 shares), down from a previous 0.00%, against 275,760,547 shares outstanding. Acquisition funds totaled 134,000 yen. The filer states it may acquire shares increasing its holding by more than 5% within the next three months if it judges the share price to be low, through on- or off-market transactions, with no fixed timing, price or quantity; it may also sell shares depending on price trends. The filer states its holding purpose includes advice and proposals on capital policy and corporate governance to enhance shareholder value, including: 1. changes to capital policy (increased dividends and share buybacks), and 2. transfers of business and assets (including subsidiaries) that do not contribute to shareholder value. The obligation date is 2026-06-29.

Holding: 0.00% (from 0.00%) — Keikyu Corporation

Original filing on EDINET ↗

Source: EDINET — Summarized and translated by KaijiWatch, not an official translation.

Strategic Capital raises A&D HOLON Holdings stake to 15.01% from 13.99%, pushes capital structure reform

Strategic Capital, Inc. filed Amendment No.9 to its large shareholding report on A&D HOLON Holdings Company, Limited, reporting its holding ratio increased to 15.01% from a prior 13.99%, triggered by an increase of more than 1%. The filer holds 4,179,800 shares out of 27,845,208 shares outstanding. The reporting obligation date was 2026-06-29 and the filing was submitted 2026-07-06. Total acquisition funds were JPY 10,310,070,000. The stated purpose includes constructive dialogue and material proposal activity aimed at enhancing shareholder value, including proposals to improve the capital structure through use of interest-bearing debt and restraint of shareholders' equity, as well as pure investment.

Holding: 15.01% (from 13.99%) — A&D HOLON Holdings Company, Limited

Original filing on EDINET ↗

Source: EDINET — Summarized and translated by KaijiWatch, not an official translation.

3D Investment Partners raises Seibu Holdings stake to 12.86% from 11.41%

3D Investment Partners Pte. Ltd. filed Amendment Report No. 7 to its large shareholding report on Seibu Holdings Inc., disclosing an increase in its holding ratio to 12.86% from 11.41%. The filing was triggered by an increase of 1% or more in the shareholding ratio. As of the obligation date of 2026-06-26, the filer holds 39,326,801 shares out of 305,775,520 total shares outstanding, with total acquisition funds of JPY 95,546,429,000. The filer states its purpose includes pure investment and constructive engagement with the company's board and management, and that it may engage in material proposal activities. It also notes the possibility of increasing its holding ratio by more than 5% through market and off-market transactions within the next three months depending on market conditions.

Holding: 12.86% (from 11.41%) — SEIBU HOLDINGS INC.

Original filing on EDINET ↗

Source: EDINET — Summarized and translated by KaijiWatch, not an official translation.

Silchester cuts Sumitomo Heavy Industries stake to 7.03% from 8.12%

Silchester International Investors LLP filed Amendment Report No. 17 on its holding in Sumitomo Heavy Industries, Ltd. The filing reports a decrease in its ownership ratio to 7.03% (8,644,000 shares) from 8.12%, triggered by a drop of 1% or more since the prior report. The obligation date was July 1, 2026, with a filing date of July 2, 2026. Total acquisition cost is stated at 28,480,526,000 yen. Silchester states it intends to make proposals to the issuer regarding capital policy changes, improvement of capital efficiency, review of business structure, and strengthening of corporate governance (including matters that may constitute material proposal actions), such as increased dividends, share buybacks or cancellation, and general views on board composition.

Holding: 7.03% (from 8.12%) — SUMITOMO HEAVY INDUSTRIES,LTD.

Original filing on EDINET ↗

Source: EDINET — Summarized and translated by KaijiWatch, not an official translation.

Oasis Management discloses new 5.07% stake in Infomart, plans activist proposals

Oasis Management Company Ltd. filed a Large Shareholding Report disclosing a 5.07% stake in Infomart Corporation, holding 13,568,100 shares (of 267,507,864 shares outstanding). Total acquisition funds were JPY 5,494,195,000. The obligation date was 2026-06-25 and the filing was submitted 2026-07-02. Oasis states its purpose is to engage in constructive dialogue with management to improve corporate value and governance, and has made proposals under FIEA Enforcement Order Article 14-8-2 Item 1 (disposal of material assets) and Item 7 (discontinuation of all or part of business). It plans further proposals over the next 12 months covering items including management/director appointments and dismissals, board composition changes, mergers/share exchanges/company splits, business transfers or discontinuation, delisting, and a change of control (acquisition resulting in a majority of voting rights held by a party other than the issuer). Oasis also plans, as part of portfolio investment, to increase its holding ratio by more than 5%, subject to market price and other conditions, expected within three months of the obligation date but possibly later.

Holding: 5.07% — Infomart Corporation

Original filing on EDINET ↗

Source: EDINET — Summarized and translated by KaijiWatch, not an official translation.

Oasis Management raises IIJ stake to 9.07% from 8.04%, signals intent to buy 5%+ more and make material proposals

Oasis Management Company Ltd. filed an amendment (Change Report No.2) with obligation date 2026-06-24 disclosing an increased holding in Internet Initiative Japan Inc. to 9.07% (16,647,794 shares out of 183,471,380 shares), up from 8.04%. Total acquisition cost was JPY 44,954,748,000. Oasis states its purpose includes portfolio investment, improving corporate governance, and engaging in constructive dialogue, advice, proposals and material proposal actions to protect and enhance corporate and shareholder value. Over the next 12 months, Oasis intends to make proposals on matters including disposal/acquisition of material assets, large borrowings, selection/dismissal of representative directors, appointment of specific persons as officers, material changes to board composition, transfer or suspension of business, material changes to dividend policy, delisting, and capital policy changes/acquisition resulting in majority voting rights. Oasis also plans, as part of portfolio investment, to increase its holding ratio by more than 5% (a '5%+ acquisition act'), subject to market price and other conditions, intended within three months of the obligation date but possibly later. Such acquisition may require regulatory filing or approval.

Holding: 9.07% (from 8.04%) — Internet Initiative Japan Inc.

Original filing on EDINET ↗

Source: EDINET — Summarized and translated by KaijiWatch, not an official translation.

Oasis Management discloses new 5.15% stake in Monex Group

Oasis Management Company Ltd. filed a Large Shareholding Report (initial filing) disclosing a 5.15% holding in Monex Group, Inc. The report covers 12,953,688 shares out of 251,647,100 shares outstanding. The stated purpose is pure investment. Total acquisition funds were JPY 6,608,778,000. The reporting obligation date was 2026-06-23 and the filing was submitted on 2026-06-30. No prior holding ratio was reported.

Holding: 5.15% — Monex Group, Inc.

Original filing on EDINET ↗

Source: EDINET — Summarized and translated by KaijiWatch, not an official translation.

Strategic Capital cuts SANYO DENKI stake to 13.75% from 14.84%

Strategic Capital, Inc. filed Amendment Report No.16 to its large shareholding report on SANYO DENKI CO.,LTD. The holding ratio decreased to 13.75% (5,350,200 shares) from 14.84%, triggered by a decline of 1% or more. The reporting obligation date was 2026-06-23. Strategic Capital states it is engaging in constructive dialogue and material proposal activities to enhance shareholder value, including proposals on capital policy (improving capital structure via use of interest-bearing debt and reduction of shareholders' equity) and shareholder returns (share buybacks or increased dividends), alongside pure investment.

Holding: 13.75% (from 14.84%) — SANYO DENKI CO.,LTD.

Original filing on EDINET ↗

Source: EDINET — Summarized and translated by KaijiWatch, not an official translation.

NAVF holds 9.46% of Eiken Chemical; shareholder proposal to elect 2 directors concluded at June AGM

Nippon Active Value Fund PLC (NAVF) filed an amendment report on its stake in EIKEN CHEMICAL CO.,LTD., reporting a holding ratio of 9.46% (3,269,300 shares of 34,541,438 outstanding), unchanged from the prior report. NAVF stated it submitted a shareholder proposal dated April 14, 2026 for the June 2026 AGM consisting of one item to elect 2 directors; that proposal concluded with the close of the AGM. In December 2025, NAVF sent letters to all investees including the issuer recommending capital-cost/share-price-conscious management, restricted stock compensation, share ownership guidelines, board independence, and unbiased examination of all strategic options including going private and spin-offs, publishing the letter on its website. Acquisition funds totaled 6,001,868,000 yen. Obligation date: 2026-06-23.

Holding: 9.46% (from 9.46%) — EIKEN CHEMICAL CO.,LTD.

Original filing on EDINET ↗

Source: EDINET — Summarized and translated by KaijiWatch, not an official translation.

Activist 3D Investment Partners raises J. FRONT RETAILING stake to 7.55% from 6.35%

3D Investment Partners Pte. Ltd. filed Amendment Report No.2 on its holding in J.FRONT RETAILING Co.,Ltd., reporting a stake increase to 7.55% from 6.35%. The filer holds 20,431,000 shares out of 270,565,764 total shares outstanding, with total acquisition cost of JPY 42,791,711,000. The reporting obligation arose on 2026-06-22 due to an increase of 1% or more in the holding ratio. The stated purpose includes pure investment and constructive engagement with the issuer's board and management to enhance medium- to long-term corporate value, and the filer reserves the right to make material proposals on board composition, capital policy, business portfolio optimization, governance and other matters. The filer notes it may increase its holding by more than 5% within the next three months through market and off-market transactions depending on conditions.

Holding: 7.55% (from 6.35%) — J.FRONT RETAILING Co.,Ltd.

Original filing on EDINET ↗

Source: EDINET — Summarized and translated by KaijiWatch, not an official translation.

3D Investment Partners raises J.FRONT RETAILING stake to 6.35% from 5.10%, flags activist engagement

3D Investment Partners Pte. Ltd. filed Amendment Report No.1 disclosing its holding in J.FRONT RETAILING Co.,Ltd. rose to 6.35% from a prior 5.10%, triggered by an increase of 1% or more. The filer holds 17,174,200 shares out of 270,565,764 shares outstanding, with total acquisition funds of JPY 33,355,106,000. The reporting obligation date was June 19, 2026; the filing was submitted June 26, 2026. The stated purpose is pure investment and, depending on circumstances, enhancing the issuer's medium-to-long-term corporate value through constructive dialogue and advice/proposals to the board, directors and management. The filer reserves the right to make material proposals, including on director appointments, board composition, capital policy, business portfolio optimization, capital allocation, governance and dividend policy. It notes a possible increase of more than 5% in holding ratio within the next three months through market and off-market transactions.

Holding: 6.35% (from 5.10%) — J.FRONT RETAILING Co.,Ltd.

Original filing on EDINET ↗

Source: EDINET — Summarized and translated by KaijiWatch, not an official translation.

Silchester cuts stake in Sumitomo Osaka Cement to 17.19% from 18.34%

Silchester International Investors LLP filed Amendment Report No. 22 (obligation date 2026-06-25) reducing its holding in Sumitomo Osaka Cement Co.,Ltd. to 17.19% from a prior 18.34%, a decrease of more than 1 percentage point. The filing reports 5,511,200 shares held out of 32,068,117 total shares outstanding. Acquisition funds totaled JPY 23,954,614,000. The stated purpose includes making proposals (potentially constituting material proposal actions) regarding capital policy changes, improved capital efficiency, business structure review, and strengthened corporate governance, including increased dividends, share buybacks or cancellation, and general views on board composition.

Holding: 17.19% (from 18.34%) — Sumitomo Osaka Cement Co.,Ltd.

Original filing on EDINET ↗

Source: EDINET — Summarized and translated by KaijiWatch, not an official translation.

Oasis cuts Ferrotec stake to 6.57% from 7.63%, but flags plan to acquire over 5% more and push proposals on dividends, capital policy

Oasis Management filed Amendment Report No.2 on its stake in Ferrotec Corporation, reporting holdings of 3,464,300 shares, or 6.57% of shares outstanding (52,712,305), down from 7.63% previously. The trigger was a decrease of 1% or more in the holding ratio. Despite the reduction, Oasis states the investment is held for portfolio investment and constructive engagement, and that it has made and intends to make further material proposals to the issuer concerning a significant change to dividend policy (Order Art.14-8-2(1)(8)), exchange listing/registration (item 11), and significant changes to capital policy (item 1 and Cabinet Office Ordinance Art.16(1)), including revision of the stock incentive scheme. Oasis also plans, within three months of the obligation date (2026-06-18) subject to market price and other conditions, to increase its holding by more than 5% via on- and off-market transactions, which may require regulatory filing or approval. Total acquisition funds were JPY 10,512,215,000.

Holding: 6.57% (from 7.63%) — Ferrotec Corporation

Original filing on EDINET ↗

Source: EDINET — Summarized and translated by KaijiWatch, not an official translation.

Murakami Group (City Index Eleventh) — Large-shareholding report: holding 2.24% in DeNA Co., Ltd. See original filing.

Holding: 2.24% (from 2.55%) — DeNA Co., Ltd

Original filing on EDINET ↗

Source: EDINET — Summarized and translated by KaijiWatch, not an official translation.

3D Investment Partners raises Seibu Holdings stake to 11.41% from 10.27%

3D Investment Partners Pte. Ltd. filed Amendment Report No.6 to its large shareholding report on SEIBU HOLDINGS INC. The filer's holding ratio rose to 11.41% (34,894,301 shares out of 305,775,520) from 10.27%, triggered by an increase of 1% or more. The obligation date was 2026-06-18 and the filing was submitted 2026-06-25. Total acquisition funds were JPY 82,335,239,000. The filer states the holding is for pure investment and engagement, and reserves the right to make material proposals including board composition changes, capital policy changes, and asset disposals. The filer notes it may increase its holding ratio by more than 5% within the next three months depending on market conditions.

Holding: 11.41% (from 10.27%) — SEIBU HOLDINGS INC.

Original filing on EDINET ↗

Source: EDINET — Summarized and translated by KaijiWatch, not an official translation.

Strategic Capital discloses new 5.09% stake in NIPPN, plans activist proposals on capital policy and dividends

Strategic Capital, Inc. filed a Large Shareholding Report (initial filing) disclosing a 5.09% stake in NIPPN CORPORATION, holding 4,316,500 shares out of 84,727,163 shares outstanding. The obligation date was 2026-06-18 and the filing was submitted 2026-06-25. The stated purpose includes constructive engagement, material proposals, and pure investment. By end of August 2026, Strategic Capital intends to make material proposals regarding capital policy changes (improving capital structure through use of interest-bearing debt and restraint of shareholders' equity), disposal of material assets (securities and rental/investment real estate), and increased dividends. The filer decided to acquire shares above the 5% threshold, with a purchase price cap of 2,850 yen and a daily market participation rate cap of 35%. Total acquisition funds were 11,637,840,000 yen, comprising 239,000 yen of own funds and 11,637,601,000 yen of other funds.

Holding: 5.09% — NIPPN CORPORATION

Original filing on EDINET ↗

Source: EDINET — Summarized and translated by KaijiWatch, not an official translation.

Strategic Capital lifts KH Neochem stake to 18.24%, shifts purpose to include material proposals

Strategic Capital, Inc. filed Amendment No.11 to its large shareholding report on KH Neochem Co.,Ltd., raising its holding ratio to 18.24% from 17.59%, holding 6,774,700 shares of 37,149,400 outstanding. The filing reason is a change in holding purpose. Strategic Capital states it intends to engage in constructive dialogue and material proposal activities for shareholder value enhancement, plus pure investment. Proposals include improving capital structure via use of debt and reduction of equity, transfer/suspension of all or part of the basic chemicals business, and shareholder returns (share buybacks or increased dividends). Reporting obligation date: 2026-06-17.

Holding: 18.24% (from 17.59%) — KH Neochem Co.,Ltd.

Original filing on EDINET ↗

Source: EDINET — Summarized and translated by KaijiWatch, not an official translation.

Oasis raises Plus Alpha Consulting stake to 16.29% from 11.85%, signals possible >5% acquisition and majority-control proposals

Oasis Management Company Ltd. filed an amendment report (No. 4) disclosing its holding in Plus Alpha Consulting Co., Ltd. rose to 16.29% from 11.85%, triggered by a 1%+ increase. Shares held: 6,906,100 out of 42,390,750 outstanding; total acquisition funds 16,361,124,000 yen. Obligation date: 2026-06-22. Oasis states it has made and intends to make proposals over the next 12 months regarding disposal/acquisition of material assets, transfer/cessation of all or part of the business, delisting, and acquisition by a non-issuer party resulting in majority voting rights. It plans to continue engagement on business strategy, shareholder composition, board composition, management oversight, M&A strategy, technology/AI/data use, marketing, and merits of remaining listed. It also plans an acquisition increasing its holding by more than 5% (subject to market price conditions), within three months of the obligation date though possibly later, potentially requiring regulatory filing or approval.

Holding: 16.29% (from 11.85%) — Plus Alpha Consulting Co., Ltd.

Original filing on EDINET ↗

Source: EDINET — Summarized and translated by KaijiWatch, not an official translation.

Murakami Group (City Index Eleventh) — Large-shareholding report: holding 0.00% in ＹＣＰホールディングス（グローバル）リミテッド. See original filing.

Holding: 0.00% (from 0.00%)

Original filing on EDINET ↗

Source: EDINET — Summarized and translated by KaijiWatch, not an official translation.

Oasis Management discloses 6.05% stake in Air Water, proposing board and asset-sale changes

Oasis Management Company Ltd. filed a Large Shareholding Report disclosing a 6.05% stake in AIR WATER INC., holding 13,900,548 shares out of 229,755,057 shares outstanding. Total acquisition funds were JPY 31,441,383,000. The obligation date was 2026-06-15 and the filing was submitted 2026-06-22. This is an initial report with no prior ratio recorded. Oasis states the purpose is portfolio investment and engaging in constructive dialogue to enhance corporate and shareholder value. It has made proposals to the issuer regarding appointment of officers (item 4), material changes to board composition (item 5), and transfer/suspension/cessation of all or part of the business (item 7), and intends to continue such proposals over the next 12 months. Oasis also plans to increase its holding ratio by more than 5% through market and off-market transactions within three months, subject to conditions and possible regulatory approval.

Holding: 6.05% — AIR WATER INC.

Original filing on EDINET ↗

Source: EDINET — Summarized and translated by KaijiWatch, not an official translation.

3D Investment Partners raises Seibu Holdings stake to 10.27% from 9.02%

3D Investment Partners Pte. Ltd. filed Amendment Report No.5 on its holding in SEIBU HOLDINGS INC., reporting an increase in its ownership ratio to 10.27% from a prior 9.02%. The filer holds 31,410,001 shares out of 305,775,520 shares outstanding, with total acquisition funds of JPY 71,735,757,000. The reporting obligation date was 2026-06-15, triggered by an increase of 1% or more in the holding ratio. The filer states it may, within the next three months, increase its holding ratio by more than 5% through market and off-market transactions, depending on market conditions.

Holding: 10.27% (from 9.02%) — SEIBU HOLDINGS INC.

Original filing on EDINET ↗

Source: EDINET — Summarized and translated by KaijiWatch, not an official translation.

Murakami Group's City Index Eleventh discloses new 0.43% stake in Sankei Real Estate Investment Corp, flags potential proposals

City Index Eleventh, part of the Murakami Group, filed an amended large-holding report on Sankei Real Estate Investment Corporation. The filer now holds 2,001 investment units, representing 0.43% of the 467,099 units outstanding, up from 0.00% in the prior report. The reporting obligation date is 2026-06-12. Acquisition funds totaled 228,800,000 yen, all from own funds. The filer states the holding purpose includes advice and proposals related to capital policy and governance aimed at enhancing unitholder value, though no specific proposal has been decided at this time; the filer intends to consider concrete proposals through dialogue with the issuer.

Holding: 0.43% (from 0.00%) — Sankei Real Estate Investment Corporation

Original filing on EDINET ↗

Source: EDINET — Summarized and translated by KaijiWatch, not an official translation.

Nippon Active Value Fund holds 9.46% of Eiken Chemical; submitted shareholder proposal to elect 2 directors at June AGM

NAVF filed an amendment report (obligation date 2026-06-13) on its stake in EIKEN CHEMICAL CO.,LTD. The holding ratio is 9.46% (3,269,300 shares of 34,541,438 total), unchanged from the prior report's 9.46%. NAVF states it may engage in material proposal activity and dialogue with management, noting it believes the issuer's financial soundness and market position are not reflected in the share price. On 2026-04-14 NAVF submitted a shareholder proposal consisting of one item—the election of two directors—for the issuer's June AGM. In December 2025 NAVF sent letters to investees including the issuer, recommending advanced practice of cost-of-capital and share-price-conscious management, introduction of restricted stock compensation and share ownership guidelines, board independence, and impartial review of all strategic options including going private and spin-offs. Total acquisition funds: 6,001,868,000 yen.

Holding: 9.46% (from 9.46%) — EIKEN CHEMICAL CO.,LTD.

Original filing on EDINET ↗

Source: EDINET — Summarized and translated by KaijiWatch, not an official translation.

Oasis Management discloses new 6.96% stake in Kinki Sharyo

Oasis Management Company Ltd. filed a Large Shareholding Report (initial filing) disclosing a 6.96% stake in THE KINKI SHARYO CO.,LTD. The filing covers 480,500 shares out of 6,908,359 shares outstanding. The stated purpose is pure investment. Total acquisition funds were JPY 1,030,622,000. The reporting obligation arose on 2026-06-10 and the filing was submitted on 2026-06-17. No prior holding ratio was reported, indicating this is an initial disclosure.

Holding: 6.96% — THE KINKI SHARYO CO.,LTD.

Original filing on EDINET ↗

Source: EDINET — Summarized and translated by KaijiWatch, not an official translation.

Effissimo raises Sanken Electric stake to 34.37% from 28.65%, shifts to activist purpose with management proposals

Effissimo Capital Management Pte Ltd filed Amendment Report No.89 on Sanken Electric Co.,Ltd., reporting a holding of 7,191,357 shares, or 34.37% of shares outstanding, up from 28.65% in the prior report. The filing event is a change in holding purpose (obligation date June 9, 2026; filed June 16, 2026). Effissimo states it engages in constructive dialogue and may make material proposals to the issuer, including pursuing an optimal capital structure, balance sheet optimization, nomination/recommendation of director candidates, changes to the number and attributes of officers, organizational restructuring (share exchange, company split, merger), business reorganization, and establishing a corporate value enhancement committee. Acquisition funds totaled JPY 34,501,488,000 (own funds JPY 210,000; other JPY 34,501,278,000; borrowings JPY 0).

Holding: 34.37% (from 28.65%) — Sanken Electric Co.,Ltd.

Original filing on EDINET ↗

Source: EDINET — Summarized and translated by KaijiWatch, not an official translation.

Strategic Capital raises A&D HOLON Holdings stake to 13.99%, pushes capital-structure overhaul

Strategic Capital, Inc. (Maruki Tsuyoshi, Representative Director) filed Amendment No.8 to its large-shareholding report on A&D HOLON Holdings Company, Limited, with obligation date June 9, 2026. Its holding ratio rose to 13.99% from 12.91%, holding 3,894,600 shares out of 27,845,208 shares outstanding. The filing was triggered by an increase of 1% or more in the holding ratio and a change to a material contract such as a collateral agreement. Total acquisition funds were 9,527,091,000 yen (own funds 175,000 yen, other 9,526,916,000 yen).

Holding: 13.99% (from 12.91%) — A&D HOLON Holdings Company, Limited

Original filing on EDINET ↗

Source: EDINET — Summarized and translated by KaijiWatch, not an official translation.

Strategic Capital raises KH Neochem stake to 17.59%, reiterates capital-structure and basic-chemicals divestiture proposals

Strategic Capital, Inc. (rep. Tsuyoshi Maruki) filed Amendment Report No.10 on its holdings in KH Neochem Co.,Ltd. The ownership ratio rose to 17.59% from 17.08%, with 6,534,200 shares held out of 37,149,400 shares outstanding. The trigger for this amendment was a change in a material contract such as a collateral agreement. Total acquisition funds were 17,691,543,000 yen (own funds 250,000 yen, other 17,691,293,000 yen). The reporting obligation date was 2026-06-09 and the filing date was 2026-06-16.

Holding: 17.59% (from 17.08%) — KH Neochem Co.,Ltd.

Original filing on EDINET ↗

Source: EDINET — Summarized and translated by KaijiWatch, not an official translation.

Murakami Group (City Index Eleventh) — Large-shareholding report: holding 0.00% in 日本製紙株式会社. See original filing.

Holding: 0.00% (from 0.00%)

Original filing on EDINET ↗

Source: EDINET — Summarized and translated by KaijiWatch, not an official translation.

Effissimo files amendment on Ricoh stake, holding unchanged at 24.77% (Report No. 98)

Effissimo Capital Management Pte Ltd filed an amended large-shareholding report (Change Report No. 98) on RICOH COMPANY,LTD., with a reporting obligation date of 2026-06-09 and submission on 2026-06-15. The shareholding ratio is 24.77%, unchanged from the prior report's 24.77%. Effissimo holds 141,109,700 shares out of 569,733,178 shares outstanding. The reason for the amendment is a change in a material contract such as a collateral agreement. Total acquisition cost was JPY 176,056,474,000. Effissimo states it conducts engagement under the Japan Stewardship Code aimed at mid- to long-term corporate value improvement and may make proposals to the issuer regarding optimal capital structure, balance sheet optimization, changes to the number of directors, and changes to the composition of director attributes.

Holding: 24.77% (from 24.77%) — RICOH COMPANY,LTD.

Original filing on EDINET ↗

Source: EDINET — Summarized and translated by KaijiWatch, not an official translation.

J.S.B. (3480) board issues opinion report on tender offer by Ursa 4 for its shares and stock options

J.S.B.Co.,Ltd. (TSE: 3480) filed an opinion report (iken hyomei hokokusho) with the Kanto Local Finance Bureau on 2026-06-15 in response to a tender offer launched by Ursa 4 K.K. (located at Marunouchi Building 12F, 2-4-1 Marunouchi, Chiyoda-ku, Tokyo). The tender offer covers J.S.B. common shares and the 2nd series stock acquisition rights (stock options) issued under resolutions of the October 14, 2016 shareholders meeting and October 28, 2016 board meeting (exercise period November 1, 2018 to September 30, 2026). The filing notes no applicable items regarding provision of benefits by the offeror or related parties, no anti-takeover defense response policy, no questions to the offeror, and no request to extend the tender offer period. This is a correction-free initial filing.

Holding: — — J.S.B.Co.,Ltd.

Original filing on EDINET ↗

Source: EDINET — Summarized and translated by KaijiWatch, not an official translation.

3D Investment Partners raises Seibu Holdings stake to 9.02% from 7.97%

3D Investment Partners Pte. Ltd. filed Amendment Report No.4 to its large shareholding report on SEIBU HOLDINGS INC., disclosing an increase in its holding ratio to 9.02% (27,590,801 shares) from 7.97%, triggered by an increase of 1% or more. The obligation date was 2026-06-05. Total acquisition cost reported was JPY 60,735,065,000. The filer states purposes including pure investment and engagement, and indicates it may make important proposals regarding board composition, capital policy, business portfolio, governance and related matters, and may increase its holding by more than 5% within three months depending on market conditions.

Holding: 9.02% (from 7.97%) — SEIBU HOLDINGS INC.

Original filing on EDINET ↗

Source: EDINET — Summarized and translated by KaijiWatch, not an official translation.

Murakami Group lifts MITSUI MATSUSHIMA HOLDINGS stake to 4.94% from 0.99%, flags activist proposals on capital policy and asset sales

S Grant Corporation (Murakami Group) filed an amended large shareholding report on MITSUI MATSUSHIMA HOLDINGS CO.,LTD., disclosing a holding of 3,226,200 shares, equal to 4.94% of shares outstanding, up from 0.99% in the prior report. The reporting obligation date was 2026-06-05. The filer states it holds shares for the purpose of advising and proposing on capital policy and corporate governance to enhance shareholder value, and has made or may make material proposals including: (1) changes to capital policy (increased dividends and share buybacks), and (2) transfer of assets and businesses (including subsidiaries) that do not contribute to shareholder value. Total acquisition funds were 4,067,224,000 yen, including 3,458,021,000 yen in borrowings.

Holding: 4.94% (from 0.99%) — MITSUI MATSUSHIMA HOLDINGS CO.,LTD.

Original filing on EDINET ↗

Source: EDINET — Summarized and translated by KaijiWatch, not an official translation.