Rheos Capital Works Inc. Reduces Stake in Western Digital

Investment firm cuts position in data storage provider by 35%

Apr. 7, 2026 at 11:21am

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Rheos Capital Works Inc. has reduced its position in Western Digital Corporation (NASDAQ:WDC) by 35% in the fourth quarter, according to a recent SEC filing. The investment firm now owns 130,000 shares of the data storage provider's stock, valued at $22.4 million.

Why it matters

This move by Rheos Capital Works Inc. reflects broader trends in the data storage industry, as investors weigh the performance and outlook of major players like Western Digital against the rise of newer technologies and market shifts.

The details

According to the filing, Rheos Capital Works Inc. sold 70,000 shares of Western Digital during the fourth quarter, leaving the firm with a total of 130,000 shares. Western Digital makes up 1.4% of Rheos Capital Works' portfolio, making it the 24th largest holding.

  • Rheos Capital Works Inc. reported the position change in its Q4 2025 SEC filing.

The players

Rheos Capital Works Inc.

An investment management firm that owns a stake in Western Digital Corporation.

Western Digital Corporation

A global data storage company that designs, manufactures and sells a range of storage devices and systems for personal, enterprise and cloud applications.

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The takeaway

This filing highlights the ongoing shifts in the data storage industry, as investors evaluate the performance and prospects of established players like Western Digital against the rise of newer technologies and market dynamics.