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IBI Investment House reports 5.4% stake in TAT Technologies (NASDAQ: TATT)

Filing Impact
(Neutral)
Filing Sentiment
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Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

TAT Technologies Ltd. Schedule 13G: IBI Investment House Ltd. reports beneficial ownership of 696,327 ordinary shares (representing 5.4% of the class) as of April 29, 2026. The filing states that IBI Mutual Funds Ltd. holds 656,327 shares (5.1%) and IBI I.B.I RE'EM GLOBAL, LP holds 40,000 shares (0.3%). The report notes the Subsidiaries manage funds independently and disclaims formation of a Section 13(d) group.

Positive

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Negative

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Reported beneficial ownership 696,327 shares Total beneficially owned by IBI Investment House Ltd. as of April 29, 2026
IBI Mutual Funds Ltd. holding 656,327 shares Beneficially held by IBI Mutual Funds Ltd. as of April 29, 2026
IBI I.B.I RE'EM GLOBAL, LP holding 40,000 shares Beneficially held by IBI I.B.I RE'EM GLOBAL, LP as of April 29, 2026
Percent of class (total) 5.4% Percentage based on 12,983,137 ordinary shares outstanding as of April 29, 2026
Shares outstanding used 12,983,137 shares Ordinary shares issued and outstanding as of April 29, 2026 (source cited in filing)
Schedule 13G regulatory
"Name of form: SCHEDULE 13G (cover and header)"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
beneficially owned regulatory
"On April 29, 2026, the securities reported herein were beneficially owned as follows"
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 696,327.00 (cover rows for reporting persons)"





M8740S227

(CUSIP Number)
03/19/2026

(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 April 29, 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 April 29, 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:05/04/2026
IBI Mutual Funds Ltd.
Signature:/s/ Ori Ben-Dov
Name/Title:Ori Ben-Dov/CEO
Date:05/04/2026
Exhibit Information

Exhibit 1 - Joint Filing Agreement filed by the Reporting Persons, dated as of May 4, 2026.

FAQ

What stake does IBI Investment House report in TATT?

IBI Investment House reports beneficial ownership of 696,327 shares (5.4%). This total combines 656,327 shares held by IBI Mutual Funds Ltd. and 40,000 shares held by IBI I.B.I RE'EM GLOBAL, LP as of April 29, 2026.

How many TATT shares were outstanding used to calculate the percentages?

The filing uses 12,983,137 ordinary shares outstanding as of April 29, 2026. Percentages (5.4%, 5.1%, 0.3%) are calculated with that outstanding share count as the basis.

Do the reporting persons act together or independently in voting?

The filing states the Subsidiaries operate under independent management and make their own voting and investment decisions. The report also expressly disclaims formation of a Section 13(d) group.

What voting and dispositive powers are reported for IBI entities?

The cover rows show shared voting power and shared dispositive power of 696,327 for IBI Investment House Ltd. and corresponding shared powers for the subsidiaries, with sole powers reported as 0 in the excerpt.