STOCK TITAN

IBI reports 4.8% stake in TAT Technologies (NASDAQ: TATT) filing

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

TAT Technologies Ltd. ownership disclosure: IBI Investment House Ltd. (through its wholly owned subsidiary IBI Mutual Funds Ltd.) reports beneficial ownership of 620,114 ordinary shares, representing 4.8% of the company's outstanding ordinary shares as of June 30, 2026.

The filing states the Subsidiary makes independent voting and investment decisions and includes a joint filing agreement. Shares outstanding are reported as 12,983,137 ordinary shares as of June 30, 2026 per the filing.

Positive

  • None.

Negative

  • None.
Shares beneficially owned 620,114 shares Beneficially owned by IBI Mutual Funds Ltd. as of June 30, 2026
Percent of class 4.8% Percentage of ordinary shares outstanding as of June 30, 2026
Shares outstanding 12,983,137 ordinary shares Issued and outstanding as of June 30, 2026 (per filing)
Schedule 13G/A regulatory
"Amendment No. 1 ) TAT Technologies Ltd."
A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.
beneficially owned financial
"620,114 ordinary shares (representing 4.8% of the total ordinary shares outstanding)"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
shared dispositive power financial
"Shared Dispositive Power 620,114.00"
See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google
Add on Google
Learn about SEC filing dates

FAQ

What stake does IBI Investment House report in TATT?

IBI Investment House (via IBI Mutual Funds Ltd.) reports beneficial ownership of 620,114 ordinary shares. This represents 4.8% of the company's ordinary shares outstanding as of June 30, 2026, per the filing.

How many TAT ordinary shares were outstanding as of June 30, 2026?

The filing states there were 12,983,137 ordinary shares issued and outstanding as of June 30, 2026, and the 4.8% ownership percentage for the reporting persons is calculated using that figure.

Does the filing indicate shared or sole voting power for the reported shares?

The report shows shared voting power of 620,114 shares and shared dispositive power of 620,114 shares for the reporting persons; sole voting and sole dispositive powers are reported as zero.

Is the reported ownership treated as part of a group under Section 13(d)?

The filing explicitly disclaims formation of any group for purposes of Section 13(d). It also disclaims beneficial ownership in excess of the reporting persons' actual pecuniary interest in the reported shares.

Who signed the Schedule 13G/A on behalf of the reporting persons?

The filing is signed by Ron Shuahtovich, General Counsel, and Ori Ben-Dov, CEO, with the joint filing agreement dated July 6, 2026, as indicated in the exhibit information.





M8740S227

(CUSIP Number)
06/30/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G




Comment for Type of Reporting Person: With regard to rows (6), (8), (9) and (11), please see Item 4. Row (11) is based on 12,983,137 ordinary shares issued and outstanding as of June 30, 2026 (as reported on Bloomberg LP).


SCHEDULE 13G




Comment for Type of Reporting Person: With regard to rows (6), (8), (9) and (11), please see Item 4. Row (11) is based on 12,983,137 ordinary shares issued and outstanding as of June 30, 2026 (as reported on Bloomberg LP).


SCHEDULE 13G



I.B.I. Investments House Ltd
Signature:/s/ Ron Shuahtovich
Name/Title:Ron Shuahtovich/General Counsel
Date:07/06/2026
IBI Mutual Funds Ltd.
Signature:/s/ Ori Ben-Dov
Name/Title:Ori Ben-Dov/CEO
Date:07/06/2026
Exhibit Information

Exhibit 1 - Joint Filing Agreement filed by the Reporting Persons, dated as of July 6, 2026.