IBI reports 4.8% stake in TAT Technologies (NASDAQ: TATT) filing
Filing Impact
Filing Sentiment
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.
Key Figures
Shares beneficially owned: 620,114 shares
Percent of class: 4.8%
Shares outstanding: 12,983,137 ordinary shares
3 metrics
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)
Key Terms
Schedule 13G/A, beneficially owned, shared dispositive power
3 terms
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.
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.
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.