SCHEDULE: Yelin Lapidot Discloses 3.93% Stake in Enlight Renewable Energy

Yelin Lapidot Holdings Management and its principals have reported a 3.93% beneficial ownership stake in Enlight Renewable Energy Ltd. as of December 31, 2025.

Summary

• Yelin Lapidot Holdings Management Ltd., along with Dov Yelin and Yair Lapidot, collectively reported beneficial ownership of 5,191,590 Ordinary Shares of Enlight Renewable Energy Ltd.
• This ownership represents 3.93% of the total 132,067,305 Ordinary Shares outstanding as of December 31, 2025.
• The shares are beneficially owned by mutual funds (1,404,190 shares, representing 1.06%) and provident funds (3,787,400 shares, representing 2.87%) managed by Yelin Lapidot's wholly-owned subsidiaries.
• The reporting persons certified that the securities were not acquired and are not held for the purpose of changing or influencing control of Enlight Renewable Energy Ltd.

Sentiment

Score: 6

Explanation: StockSavvy.ai views this as a neutral to slightly positive disclosure, as it confirms a significant institutional investor's passive stake in Enlight Renewable Energy, indicating confidence without suggesting activist intentions.

Positives

• Disclosure of a significant, albeit passive, institutional investment in Enlight Renewable Energy Ltd. by Yelin Lapidot, an Israeli investment firm.
• The investment is diversified across mutual and provident funds, indicating a broad institutional interest.

Risks

• The reporting persons disclaim beneficial ownership, stating that the economic interest is held for the benefit of the members of the provident funds or mutual funds, not directly by the reporting persons.
• The filing explicitly states the securities were not acquired for the purpose of changing or influencing control, mitigating risks associated with activist investor intentions.

Future Outlook

NA

Management Comments

• The securities reported herein 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.

Industry Context

StockSavvy.ai notes that the disclosure of a significant, passive stake by an Israeli investment firm like Yelin Lapidot in Enlight Renewable Energy Ltd. underscores continued institutional interest in the renewable energy sector. This type of filing typically signals a long-term, non-activist investment approach, which can be viewed positively by the market as a vote of confidence in the company's underlying business model and growth prospects within the sustainable energy transition.

Stakeholder Impact

• Shareholders: Provides transparency regarding a significant institutional holder, potentially offering a degree of stability or validation for the company's stock.
• Company Management: Confirms a substantial, passive institutional investor, which generally implies less immediate pressure for strategic changes compared to an activist investor.

Next Steps

• Yelin Lapidot Holdings Management Ltd. will continue to monitor its investment in Enlight Renewable Energy Ltd.
• Future Schedule 13G amendments will be filed if there are material changes to their beneficial ownership.

Key Dates

Keywords

Enlight Renewable Energy, Yelin Lapidot, Schedule 13G, beneficial ownership, institutional investment, renewable energy, ordinary shares, passive investment