SCHEDULE: Meitav Investment House Discloses TAT Tech Stake

Sentiment:

Amendment to Beneficial Ownership Report


Meitav Investment House and its subsidiaries reported a combined beneficial ownership of 15.46% in TAT Technologies Ltd. ordinary shares.

Summary

  • MEITAV INVESTMENT HOUSE LTD and its subsidiaries reported beneficial ownership of TAT Technologies Ltd. ordinary shares.
  • The aggregate beneficial ownership by MEITAV INVESTMENT HOUSE LTD is 1,994,769 ordinary shares, representing 15.46% of the class.
  • This percentage is based on 12,898,582 ordinary shares outstanding as of January 16, 2026.
  • MEITAV PROVIDENT FUNDS & PENSION LTD beneficially owns 834,849 ordinary shares, or 6.47% of the total ordinary shares outstanding as of January 16, 2026.
  • MEITAV PORTFOLIO MANAGEMENT LTD beneficially owns 1,087,140 ordinary shares, or 8.43% of the total ordinary shares outstanding as of October 12, 2025.
  • MEITAV TACHLIT MUTUAL FUNDS LTD beneficially owns 72,780 ordinary shares, representing 0.56% of the total ordinary shares outstanding as of January 16, 2026.
  • The reporting persons disclaim the existence of a group for Section 13(d) purposes and any beneficial ownership beyond their actual pecuniary interest.
  • Each subsidiary operates under independent management and makes its own independent voting and investment decisions.

Sentiment

Score: 5

Explanation: The filing is a routine beneficial ownership disclosure (Schedule 13G Amendment No. 6), providing factual information without expressing positive or negative sentiment regarding the issuer's performance or outlook.

Future Outlook

NA

Management Comments

  • 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 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.
  • The Filing Person and Subsidiaries disclaims any beneficial ownership of the securities covered by this report in excess of their actual pecuniary interest therein.
  • Each of the Subsidiaries operates under independent management and makes its own independent voting and investment decisions.

Industry Context

NA

Stakeholder Impact

  • Shareholders: Disclosure of significant institutional ownership provides transparency regarding the investor base.
  • Company Management: Awareness of a large institutional holder may influence strategic decisions or engagement.

Key Dates

DateDescription
2025-10-12Date used for calculating outstanding shares for MEITAV PORTFOLIO MANAGEMENT LTD's percentage.
2026-01-16Date used for calculating outstanding shares for MEITAV INVESTMENT HOUSE LTD, MEITAV PROVIDENT FUNDS & PENSION LTD, and MEITAV TACHLIT MUTUAL FUNDS LTD's percentages.
2026-01-19Date of event requiring the filing of this statement and the filing date.

Keywords

TAT Technologies, MEITAV Investment House, Beneficial Ownership, SEC Filing, Schedule 13G, Ordinary Shares, Institutional Investor, Israel

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