ORIX CORP

CIK

1070304

Location

TOKYO, M0

Portfolio Value

Micro $36,552,573

Diversification

Highly concentrated

Files via

Boston Partners Robeco Institutional Asset Management B.V. Robeco Schweiz AG Harbor Capital Advisors, Inc.

Filing Date

Global Rank

#7,233 / 8,043 ▼ 3358 · as of Sep 2025

Top Industry

Utilities - Renewable 100.0%

3Y Alpha vs SPY

-1.9%

Period ended 11 months ago

Filed Nov 13, 2025 · 10mo

23 quarters · since Mar 2020

Clone Performance

Aug 2023–Apr 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+48.8%

SPY

+52.1%

Annualised alpha

-1.0%

Max drawdown

−25.5%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends. Captured split ratios restate closes onto one basis; only an unusable ratio can exclude earlier closes for that listing. It tracks 100% of reported value on average across 10 quarters.ORIX CORP has stopped filing, so the simulation ends in Apr 2026 — where its last reported portfolio went stale — rather than trading that portfolio forward to today. Past performance does not predict future results.

Portfolio Concentration

1 tracked positions · as of Sep 30, 2025 · Δ vs Jun 30, 2025

Top Position

100.0%

0.0 pts

Top 5

100.0%

0.0 pts

Top 10

100.0%

0.0 pts

HHI

10,000

Highly concentrated0

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2025

Sector	% Portfolio	Value	Positions
Utilities	100.0%	$36,552,573	1

Last Quarter's Activity

Export CSV

Sep 30, 2025 vs Jun 30, 2025

Added To

Positions the filer increased

No qualifying positions this quarter.

Trimmed

Positions the filer reduced

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
ORA	Ormat Technologies, Inc.	−2,372,968	379,767	$36,552,573
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

1 tracked positions · $36,552,573 total · filing declares 1 positions · $36,552,574 · as of Sep 30, 2025

All sectors Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio	History
ORA	Ormat Technologies, Inc. Utilities	Reduced	379,767	-2,372,968	$36,552,573	−84.1%	100.00%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.