TAT Technologies: IBI Reports 5.4% Stake

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.

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.

Key Figures

Reported beneficial ownership: 696,327 shares IBI Mutual Funds Ltd. holding: 656,327 shares IBI I.B.I RE'EM GLOBAL, LP holding: 40,000 shares +2 more

5 metrics

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)

Key Terms

Schedule 13G, beneficially owned, shared dispositive power

3 terms

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)"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

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.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 05/04/2026 - 06:04 AM EDT Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

TAT Technologies Ltd.

(Name of Issuer)

Ordinary shares, no par value

(Title of Class of Securities)

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

CUSIP Number(s): M8740S227

1

Names of Reporting Persons

I.B.I. Investments House Ltd

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

ISRAEL

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 696,327.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 696,327.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

696,327.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

5.4 %

12

Type of Reporting Person (See Instructions)

CO

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

CUSIP Number(s): M8740S227

1

Names of Reporting Persons

IBI Mutual Funds Ltd.

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

ISRAEL

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 656,327.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 656,327.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

656,327.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

5.1 %

12

Type of Reporting Person (See Instructions)

CO

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

Item 1.
(a)	Name of issuer: TAT Technologies Ltd.
(b)	Address of issuer's principal executive offices: 9335 Harris Corners Pkwy, Charlotte, NC 28269
Item 2.
(a)	Name of person filing: IBI Investment House Ltd. The securities reported herein are beneficially owned by (i) IBI Mutual Funds Ltd., which is a direct wholly-owned subsidiary of IBI Investment House Ltd., and (ii) IBI I.B.I RE'EM GLOBAL, LP, an indirect majority-owned subsidiary of IBI Investment House Ltd. (together, the "Subsidiaries"). The Subsidiaries manage their own funds and/or the funds of others, including for unit holders of mutual funds. Each of the Subsidiaries operates under independent management and makes its own independent voting and investment decisions.
(b)	Address or principal business office or, if none, residence: 9 Ahad Ha'Am Street, Migdal Tower, Tel Aviv Israel, 6129109
(c)	Citizenship: Israel
(d)	Title of class of securities: Ordinary shares, no par value
(e)	CUSIP Number(s): M8740S227
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: See row 9 of the cover page of each reporting person. On April 29, 2026, the securities reported herein were beneficially owned as follows: 656,327 ordinary shares (representing 5.1% of the total ordinary shares outstanding) were beneficially held by IBI Mutual Funds Ltd., an Israeli company; 40,000 ordinary shares (representing 0.3% of the total ordinary shares outstanding) were beneficially held by IBI I.B.I RE'EM GLOBAL, LP, an Israeli company; and 696,327 ordinary shares (representing 5.4% of the total ordinary shares outstanding) were beneficially held by IBI Investment House Ltd., an Israeli company, which consist of the ordinary shares beneficially held by IBI Mutual Funds Ltd. and IBI I.B.I RE'EM GLOBAL, LP as described above. Each of the Subsidiaries operates under independent management and makes its own independent voting and investment decisions. Neither the filing of this Schedule 13G nor any of its contents shall be deemed to constitute an admission by either the Filing Person or the Subsidiaries that a group exists for purposes of Section 13(d) of the Securities Exchange Act of 1934 or for any other purpose, and each reporting person disclaims the existence of any such group. In addition, the Filing Person and each of the Subsidiaries disclaims any beneficial ownership of the securities covered by this report in excess of their actual pecuniary interest therein. This Statement shall not be construed as an admission by the Filing Person or the Subsidiaries that they are the beneficial owners of any of the ordinary shares covered by this Statement, and each of the Filing Person and Subsidiaries disclaims beneficial ownership of any such ordinary shares.
(b)	Percent of class: See row 11 of the cover page of each reporting person.
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: See row 5 of the cover page of each reporting person.
	(ii) Shared power to vote or to direct the vote: See row 6 of the cover page of each reporting person.
	(iii) Sole power to dispose or to direct the disposition of: See row 7 of the cover page of each reporting person.
	(iv) Shared power to dispose or to direct the disposition of: See row 8 of the cover page of each reporting person.
Item 5.	Ownership of 5 Percent or Less of a Class.
	Not Applicable
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

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.