髙島　宏平 Cuts Stake in オイシックス・ラ・大地 (3182) to 11.5% | Large Shareholding Report

A large shareholding report (EDINET filing) reveals that Hirahiro Takashima reduced his stake in Oisix La Daichi (3182) to 11.5%. The company operates in food retail and mail-order services, centered on organic vegetable and food delivery. Takashima's stake represents a significant position as a major shareholder. The holding ratio declined 1.45 percentage points from the previous disclosure, reflecting a step-by-step adjustment of his position. The estimated sale amount totaled ¥800 million.

Long-term Holdings Spanning Over a Decade with Gradual Reductions

Takashima's shareholding in Oisix La Daichi first crossed the 5% threshold in 2013. His stake has declined approximately 3.5 percentage points from roughly 15% to the current 11.5% through multiple sales conducted over these thirteen years. The filing on August 5, 2026 captured a share price of ¥1,583 at that time. This consistent downward trajectory indicates deliberate, measured unwinding rather than abrupt liquidation.

Takashima's Standing Among Major Shareholders

Oisix La Daichi has several shareholders exceeding the 5% disclosure threshold. Grantham, Mayo, Van Otterloo and Company LLC holds 10.48%, placing Takashima's 11.5% as the largest single shareholder. Recruit Corporation maintains a 6.96% position, while its parent company Recruit Holdings holds 0%. Takashima's majority position among disclosed shareholders gives him substantial influence over company operations and direction.

Current Valuation Metrics in Market Context

As of the disclosure date, Oisix La Daichi traded at 59.3x PER and 1.81x PBR. The elevated PER indicates that markets are pricing in substantial future earnings growth expectations. The PBR of 1.81 reflects shares trading at roughly 1.8 times book value. Within the 52-week trading range, the stock sat at the 46th percentile, slightly below midpoint at the time of sale.

*Speculation: The pattern of maintaining core control while gradually reducing ownership suggests Takashima may be calibrating his position to balance long-term influence with portfolio optimization as the company's valuation has evolved.