Holdings
GMO-Usonian Japan Value Creation Fund
As of May 31, 2026, GMO-Usonian Japan Value Creation Fund reported 32 positions worth US$292M. Largest: Mitsubishi Electric Corp., Musashi Seimitsu Industry Co., Ltd. and Sumitomo Mitsui Financial Group, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Mitsubishi Electric Corp. | 381K | US$15.5M | −13,500 | May 31, 2026 |
| Musashi Seimitsu Industry Co., Ltd. | 233K | US$13.8M | +202K | May 31, 2026 |
| Sumitomo Mitsui Financial Group, Inc. | 375K | US$13.7M | no change | May 31, 2026 |
| Toto Ltd | 270K | US$13M | −57,100 | May 31, 2026 |
| Kanematsu Corporation | 902K | US$12.2M | +30,200 | May 31, 2026 |
| Sumco Corporation | 474K | US$11.9M | −19,100 | May 31, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | 341K | US$11.7M | −16,600 | May 31, 2026 |
| H.u.group Holdings, Inc. | 598K | US$11.7M | no change | May 31, 2026 |
| Jeol Ltd. | 256K | US$11.4M | no change | May 31, 2026 |
| Agc Inc. | 259K | US$11.3M | +28,000 | May 31, 2026 |