SCHEDULE 13G/A: More Investments Group Discloses 6.98% Stake in TAT Technologies

Sentiment:

Amendment to Beneficial Ownership Statement


Y.D. More Investments Ltd. and affiliated entities filed an Amendment No. 4 to Schedule 13G, reporting a collective beneficial ownership of 6.98% in TAT Technologies Ltd.

Summary

  • Y.D. More Investments Ltd. and its affiliated entities, including More Provident Funds & Pension Ltd., More Mutual Funds Management (2013) Ltd., and More Investment House Portfolio Management Ltd., along with several individuals, collectively reported beneficial ownership of TAT Technologies Ltd. Ordinary Shares.
  • The aggregate amount beneficially owned by the primary reporting group (Y.D. More Investments Ltd. and its associated individuals) is 900,147 Ordinary Shares, representing 6.98% of the class.
  • More Mutual Funds Management (2013) Ltd. beneficially owns 710,474 shares (5.51%), More Provident Funds & Pension Ltd. owns 150,000 shares (1.16%), and More Investment House Portfolio Management Ltd. owns 39,673 shares (0.31%).
  • The ownership percentages are calculated based on 12,898,582 Ordinary Shares outstanding as of December 31, 2025, according to information from the Tel-Aviv Stock Exchange.
  • The reporting persons certify that the securities were not acquired and are not held for the purpose or with the effect of changing or influencing the control of TAT Technologies Ltd.

Sentiment

Score: 5

Explanation: The filing is a routine disclosure of beneficial ownership, explicitly stating no intent to influence control, thus indicating a neutral sentiment regarding the issuer's prospects or current situation.

Future Outlook

The filing does not contain any forward-looking statements or guidance regarding TAT Technologies Ltd.'s operational or financial performance.

Industry Context

This filing is a routine disclosure of beneficial ownership by an institutional investor group, common in the financial industry for transparency regarding significant holdings in publicly traded companies. It reflects a passive investment strategy without stated intent to influence corporate control.

Stakeholder Impact

  • Shareholders: Provides transparency regarding significant institutional ownership, confirming a substantial passive stake by the More Investments group.

Key Dates

DateDescription
12/31/2025Date of event which requires filing of this statement, representing the reporting period end for ownership calculation.
01/08/2026Date of filing and signatures for the Schedule 13G Amendment No. 4.

Keywords

TAT Technologies Ltd, Y.D. More Investments Ltd, Schedule 13G, Beneficial Ownership, Institutional Investor, Ordinary Shares, SEC Filing, Investment Management

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