M3, Tokuyama, Dentsu Soken
SubjectM3 2413 · Tokuyama 4043 · Dentsu Soken 4812
Oasis Management filed thirteen large-shareholding documents between 4 and 19 August 2026. Three are first reports — the filing a holder makes on crossing the disclosure threshold — and they name M3, Tokuyama and Dentsu Soken.
Between 4 and 19 August 2026, Oasis Management Company Ltd. filed thirteen large-shareholding documents with EDINET. Nine Japanese companies are named in them.
Three are 大量保有報告書 — first reports, filed when a holding crosses the threshold that requires disclosure. They name M3 (2413) on 10 August, Tokuyama (4043) on 12 August and Dentsu Soken (4812) on 17 August. Eight days, three companies, three first reports. A first report is what a holder files on becoming reportable. The document can carry recent acquisition and disposal detail; this piece did not open it.
The other ten are 変更報告書, variation reports, filed when something about a disclosed holding becomes reportable again. They name seven issuers. Infomart (2492) draws three of them, on 4, 10 and 17 August. Ain Holdings (9627) draws two, on the 5th and the 14th. M3 draws one more on the 18th, eight days after the first report. The remaining four name en (4849), SMS (2175), AEON Financial Service (8570) and Nichirei (2871), one each.
The filer is classified in EDINET's company table as 外国法人・組合(有価証券報告書等の提出義務者以外) — a foreign corporation with no securities-report filing obligation of its own. Its rows carry no securities code, because the code column in this list belongs to whoever files, and a foreign manager does not have one.
The timestamps are the tightest thing in the set. Every one of the thirteen was submitted between 16:01 and 16:14. Six landed at 16:01 exactly — 4, 5, 6, 12, 17 and 19 August — one at 16:02 and two at 16:03.
The two that sit furthest from the pack are also the second filed on their day: 16:13 on 4 August, after a 16:01, and 16:14 on 10 August, after a 16:02.
That is what a submission window looks like from outside. The statute sets the deadline in business days from the date the reporting obligation arises; it does not set a time of day. Where a filer lands inside the day is not set by the statute. These thirteen land in the same quarter of an hour.
The nine companies have little in common as businesses. M3 sells medical information services; Nichirei is frozen food and logistics; Tokuyama makes chemicals; AEON Financial Service is consumer finance; Dentsu Soken is IT services; en and SMS are staffing and information; Infomart runs a business-to-business platform; Ain Holdings is pharmacies.
What they have in common is a filer. Thirteen documents in eleven business days, and every one of them names one of these nine.
For scale, the same 4–19 August window carries 600 large-shareholding documents from 277 filers in the indexes read for this piece. Nomura Securities filed the most, 68 of them, naming 62 different issuers — a broad list with few repeats. That comparison rests on twelve daily indexes, and one of the twelve, 13 August, returned 108 rows where its neighbours returned between 177 and 742; the true total for the window is at least 600 and may be higher. None of Oasis's thirteen was filed on that date.
Oasis filed thirteen on nine. Three companies are named more than once, and no company outside the nine is named at all.
On the counts. The thirteen are the documents EDINET's list gives docTypeCode 350 with the filer name Oasis Management Company Ltd., EDINET code E31883, and a submission timestamp between 4 and 19 August 2026. That one code covers both forms: in this window all 294 変更報告書 and every 大量保有報告書 carry 350, and the neighbouring code 360 belongs to 訂正報告書(大量保有報告書・変更報告書), the correction form, of which these thirteen include none. Counted by distinct document ID, from three index pulls covering twelve daily indexes.
The issuers are resolved from the list's issuerEdinetCode field against EDINET's company table, which is also where the English company names and the four-digit securities codes come from.
This piece contains no holding ratio, no share count and no amount. Large-shareholding documents print all three, and none of them appears here: the documents were not opened, and nothing in the index carries them.
What this does not establish: why any of the thirteen was filed, what any holding is, or whether it rose or fell. Those are inside the documents, and this piece did not go there.
Thirteen documents, nine companies, and a clock that reads 16:01.
What would change our mind
The claim is narrow: that EDINET's list carries thirteen documents of docTypeCode 350 — the code EDINET gives both 大量保有報告書 and 変更報告書 — filed by EDINET code E31883 with submission timestamps between 4 and 19 August 2026; that three of them are 大量保有報告書 naming M3, Tokuyama and Dentsu Soken; that the other ten are 変更報告書 naming seven issuers, two of them more than once; and that all thirteen carry a timestamp between 16:01 and 16:14. It is not a claim about the size or direction of any holding, about why any document was filed, or about anything printed inside the thirteen documents, none of which were opened. The 600-document comparison is a floor rather than a census: the 13 August index returned markedly fewer rows than its neighbours.
Sources
- Oasis Management Company Ltd., 大量保有報告書 on エムスリー株式会社 (M3, Inc., 2413), submitted 10 August 2026 at 16:14 — one of three first reports in the window — https://disclosure2.edinet-fsa.go.jp/WZEK0040.aspx?S100YVP6Financial Services Agency (EDINET)
- Oasis Management Company Ltd., 大量保有報告書 on 株式会社トクヤマ (Tokuyama Corporation, 4043), submitted 12 August 2026 at 16:01 — https://disclosure2.edinet-fsa.go.jp/WZEK0040.aspx?S100YUTRFinancial Services Agency (EDINET)
- Oasis Management Company Ltd., 大量保有報告書 on 株式会社電通総研 (DENTSU SOKEN INC., 4812), submitted 17 August 2026 at 16:03 — https://disclosure2.edinet-fsa.go.jp/WZEK0040.aspx?S100YW1LFinancial Services Agency (EDINET)
- 変更報告書 on 株式会社インフォマート (Infomart Corporation, 2492), submitted 4 August 2026 at 16:01 — the first of three on this issuer — https://disclosure2.edinet-fsa.go.jp/WZEK0040.aspx?S100YT4RFinancial Services Agency (EDINET)
- 変更報告書 on 株式会社インフォマート (Infomart Corporation, 2492), submitted 10 August 2026 at 16:02 — https://disclosure2.edinet-fsa.go.jp/WZEK0040.aspx?S100YUFMFinancial Services Agency (EDINET)
- 変更報告書 on 株式会社インフォマート (Infomart Corporation, 2492), submitted 17 August 2026 at 16:01 — https://disclosure2.edinet-fsa.go.jp/WZEK0040.aspx?S100YVUYFinancial Services Agency (EDINET)
- 変更報告書 on 株式会社アインホールディングス (AIN HOLDINGS INC., 9627), submitted 5 August 2026 at 16:01 — https://disclosure2.edinet-fsa.go.jp/WZEK0040.aspx?S100YTPTFinancial Services Agency (EDINET)
- 変更報告書 on 株式会社アインホールディングス (AIN HOLDINGS INC., 9627), submitted 14 August 2026 at 16:08 — https://disclosure2.edinet-fsa.go.jp/WZEK0040.aspx?S100YVYMFinancial Services Agency (EDINET)
- 変更報告書 on エムスリー株式会社 (M3, Inc., 2413), submitted 18 August 2026 at 16:05, eight days after the first report on the same issuer — https://disclosure2.edinet-fsa.go.jp/WZEK0040.aspx?S100YWZ9Financial Services Agency (EDINET)
- 変更報告書 on エン株式会社 (en inc., 4849), submitted 4 August 2026 at 16:13 — the later of two filed that day — https://disclosure2.edinet-fsa.go.jp/WZEK0040.aspx?S100YTQ2Financial Services Agency (EDINET)
- 変更報告書 on 株式会社エス・エム・エス (SMS CO.,LTD, 2175), submitted 6 August 2026 at 16:01 — https://disclosure2.edinet-fsa.go.jp/WZEK0040.aspx?S100YTXXFinancial Services Agency (EDINET)
- 変更報告書 on イオンフィナンシャルサービス株式会社 (AEON Financial Service Co.,Ltd, 8570), submitted 12 August 2026 at 16:03 — https://disclosure2.edinet-fsa.go.jp/WZEK0040.aspx?S100YVILFinancial Services Agency (EDINET)
- 変更報告書 on 株式会社ニチレイ (NICHIREI CORPORATION, 2871), submitted 19 August 2026 at 16:01 — https://disclosure2.edinet-fsa.go.jp/WZEK0040.aspx?S100YX7KFinancial Services Agency (EDINET)
- EDINET document list, docTypeCode 350 and 360, submissions 4–19 August 2026 from three index pulls covering twelve daily indexes — 600 documents from 277 filers; 野村證券株式会社 filed 68 of them naming 62 distinct issuers, of which 48 are 変更報告書(特例対象株券等) — https://disclosure2.edinet-fsa.go.jp/WEEK0010.aspxFinancial Services Agency (EDINET)
- EDINET company table (EdinetcodeDlInfo.csv) — Oasis Management Company Ltd. is EDINET code E31883, classified 外国法人・組合(有価証券報告書等の提出義務者以外); the nine issuers' English names and securities codes are read from the same table — https://disclosure2dl.edinet-fsa.go.jp/searchdocument/codelist/Edinetcode.zipFinancial Services Agency (EDINET)
This is general information about public disclosure, published freely to an unspecified readership. It is not investment advice, and contains no rating, target price, or recommendation.