Phoenix Financial reveals 5.22% stake in TAT Technologies (TATT)

Rhea-AI Filing Summary

Schedule 13G filing – TAT Technologies Ltd (TATT)

Phoenix Financial Ltd, a large Israeli financial group, has filed a Schedule 13G stating that on 27 June 2025 it beneficially owned 668,888.67 ordinary shares of TAT Technologies Ltd, representing 5.22 % of the company’s 12,807,656 shares outstanding. The holding is aggregated across several wholly-owned subsidiaries that manage proprietary and client funds. Phoenix reports zero sole voting or dispositive power; all authority is shared, signalling a passive investment intent under Rule 13d-1(c). Key sub-holdings include 355,512 shares in “Partnership for Israeli shares” (2.78 %) and 271,770.67 shares in “The Phoenix Investments House – trust funds” (2.12 %).

The group expressly disclaims acting as a control “group” and certifies that the position is not aimed at influencing management. While the disclosure introduces a new institutional owner above the 5 % threshold—potentially enhancing float liquidity and external confidence—it does not, at this stage, imply governance changes or activist engagement.

Insights

Securities Analyst

TL;DR: Passive 5.22 % stake adds institutional support but has limited immediate strategic impact.

The Schedule 13G shows Phoenix Financial accumulating a modest yet reportable position in TAT Technologies. A passive filing (13G vs. 13D) removes takeover or activist speculation, keeping the news largely neutral for valuation. However, the appearance of a reputable Israeli financial institution on the register can tighten the free float, improve liquidity perception and broaden analyst coverage. With no voting control and under 10 %, the stake alone should not alter governance dynamics. Net impact: neutral to mildly positive sentiment.

Corporate Governance Expert

TL;DR: Ownership disclosure meets compliance; no control implications.

Phoenix Financial’s filing carefully disclaims group status and any intent to influence the issuer, consistent with a purely financial holding. Shared voting and dispositive powers reside with independently managed subsidiaries, reducing coordination risk. From a governance perspective, the 5.22 % level does not grant board nomination rights or significant sway under Israeli or U.S. rules. Unless further accumulation occurs or a 13D replaces the 13G, board composition and strategic direction remain unchanged.

FAQ

How much of TAT Technologies (TATT) does Phoenix Financial own?

Phoenix Financial reports beneficial ownership of 668,888.67 ordinary shares, or 5.22 % of TATT.

Is Phoenix Financial's position in TATT passive or activist?

The filing is on Schedule 13G, indicating a passive investment with no intent to influence control.

Does Phoenix Financial have sole voting power over its TATT shares?

No. Phoenix reports 0 shares with sole voting power; all voting and dispositive power is shared among subsidiaries.

Which subsidiaries hold the largest portions of the TATT stake?

Major holders include Partnership for Israeli shares (355,512 shares) and The Phoenix Investments House – trust funds (271,770.67 shares).

When did Phoenix Financial cross the 5 % ownership threshold in TATT?

The relevant event date triggering the Schedule 13G filing is 27 June 2025.

What is the CUSIP number for TAT Technologies ordinary shares?

The CUSIP disclosed in the filing is M8740S227.

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Accepted by SEC EDGAR 07/07/2025 - 10:19 AM 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, NIS 0.90 par value

(Title of Class of Securities)

M8740S227

(CUSIP Number)

06/27/2025

(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)

SCHEDULE 13G

CUSIP No. M8740S227

1

Names of Reporting Persons

Phoenix Financial 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 668,888.67
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 668,888.67

9

Aggregate Amount Beneficially Owned by Each Reporting Person

668,888.67

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)

5.22 %

12

Type of Reporting Person (See Instructions)

CO

Comment for Type of Reporting Person: With regard to rows (6), (8), (9) and (11), the beneficial ownership of the securities reported herein is described in Item 4(a). Row (11) is Based on 12,807,656 Ordinary Shares outstanding as of June 29, 2025 (as reported on Bloomberg LP).

SCHEDULE 13G

Item 1.
(a)	Name of issuer: TAT Technologies Ltd
(b)	Address of issuer's principal executive offices: 5 Hamelacha Street, Netanya, Israel, 4250540
Item 2.
(a)	Name of person filing: Phoenix Financial Ltd. The securities reported herein are beneficially owned by various direct or indirect, majority or wholly-owned subsidiaries of Phoenix Financial Ltd. (the "Subsidiaries"). The Subsidiaries manage their own funds and/or the funds of others, including for holders of exchange-traded notes or various insurance policies, members of pension or provident funds, unit holders of mutual funds, and portfolio management clients. 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: The address of the Phoenix Financial Ltd. is Derech Hashalom 53, Givataim, 53454, Israel.
(c)	Citizenship: Phoenix Financial Ltd. - Israel
(d)	Title of class of securities: Ordinary Shares, NIS 0.90 par value
(e)	CUSIP No.: 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 cover page of each reporting person. 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 Persons or 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, each of the Filing Persons and 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 Persons or Subsidiaries that they are the beneficial owners of any of the Ordinary Shares covered by this Statement. As of June 27, 2025, the securities reported herein were held as follows: 271,770.67 ordinary shares (representing 2.12% of the total ordinary shares outstanding) beneficially owned by The Phoenix Investments House - trust funds. 355,512 ordinary shares (representing 2.78% of the total ordinary shares outstanding) beneficially owned by Partnership for Israeli shares (1). 41,606 ordinary shares (representing 0.32% of the total ordinary shares outstanding) beneficially owned by Partnership for investing in shares indexes (1). (1) All ownership rights in this partnership belong to companies that are part of Phoenix Group. The amount of ownership rights held by such companies in the partnership changes frequently according to a mechanism provided in the partnership agreement.
(b)	Percent of class: See row 11 of 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 cover page of each reporting person
	(ii) Shared power to vote or to direct the vote: See row 6 of cover page of each reporting person and note in Item 4(a) above
	(iii) Sole power to dispose or to direct the disposition of: See row 7 of cover page of each reporting person
	(iv) Shared power to dispose or to direct the disposition of: See row 8 of cover page of each reporting person and note in Item 4(a) above
Item 5.	Ownership of 5 Percent or Less of a Class.
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.

Phoenix Financial Ltd.

Signature:	/s/ Eli Schwartz
Name/Title:	Vice President - Chief Financial Officer
Date:	07/07/2025

Signature:	/s/ Haggai Schreiber
Name/Title:	Executive Vice President - Chief Investment Officer
Date:	07/07/2025

Comments accompanying signature: Signature duly authorized by resolution of the Board of Directors, notice of which is attached as Exhibit 1 to this Schedule 13G.

Exhibit Information

Exhibit 1 - Notice of resolution of the Board of Directors of Phoenix Financial Ltd., dated as of December 12, 2019 (incorporated herein by reference to Exhibit 1 to the Schedule 13G filed on October 6, 2020). - https://www.sec.gov/Archives/edgar/data/808439/000117891320002770/exhibit_1.htm