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Disclosery

Rheos Capital Works Inc.: CNH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rheos Capital Works Inc. on CNH, newest first. How the timeline and the estimate are built.

Rheos Capital Works Inc. held 1,300,000 CNH shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,300,000 shares
    Change vs previous 13F -320,000 shares

    0.83% of the 13F portfolio, value $14,599,000.

    13F-HR 0001099910-26-000246 filed by Rheos Capital Works Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,620,000 shares
    Change vs previous 13F 0 shares

    1.19% of the 13F portfolio, value $17,820,000.

    13F-HR 0001099910-26-000174 filed by Rheos Capital Works Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,620,000 shares
    Change vs previous 13F -770,000 shares

    0.96% of the 13F portfolio, value $14,936,000.

    13F-HR 0001099910-26-000042 filed by Rheos Capital Works Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,390,000 shares
    Change vs previous 13F 0 shares

    1.45% of the 13F portfolio, value $25,932,000.

    13F-HR 0001099910-25-000235 filed by Rheos Capital Works Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,390,000 shares
    Change vs previous 13F +360,000 shares

    1.78% of the 13F portfolio, value $30,974,000.

    13F-HR 0001099910-25-000198 filed by Rheos Capital Works Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,030,000 shares
    Change vs previous 13F not available

    2.03% of the 13F portfolio, value $24,928,000.

    13F-HR 0001099910-25-000127 filed by Rheos Capital Works Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).