Letters by company

TOC Co., Ltd.

1 letter discussing 8841. Everything written about it on this site is on its ticker page.

Halvio Capital Q4 2025 Letter Halvio Capital sold Leon’s, Mayne Pharma, EDU Holdings and Net Lease Office Properties, then added an offshore Singapore oil-services company after a merger-arbitrage position failed. The portfolio emphasizes undervalued Japanese real estate, FILA’s DOMS options, Cipher’s debt reduction and a shift toward cheaper overseas equities. Q4 2025 8841 $549MCPHRF $242MMAYNF $141M