SCHEDULE: More Investments Group Discloses 7.9% Stake in TAT Tech
Beneficial Ownership Disclosure
Y.D. More Investments Ltd. and affiliated entities and individuals have filed an amended Schedule 13G, disclosing a collective beneficial ownership of 7.9% in TAT Technologies Ltd.
Summary
- Y.D. More Investments Ltd. and its affiliates, including More Provident Funds & Pension Ltd., More Mutual Funds Management (2013) Ltd., More Investment House Portfolio Management Ltd., and BYM More Investments Ltd., along with several individuals (Eli Levy, Yosef Levy, Benjamin Meirov, Yosef Meirov, Michael Meirov, and Dotan Meirov), collectively reported beneficial ownership in TAT Technologies Ltd.
- The aggregate amount beneficially owned by Y.D. More Investments Ltd. and the associated individuals is 1,014,777 Ordinary Shares, representing 7.9% of the class.
- More Mutual Funds Management (2013) Ltd. holds 781,852 Ordinary Shares (6.1%).
- More Provident Funds & Pension Ltd. holds 210,530 Ordinary Shares (1.6%).
- More Investment House Portfolio Management Ltd. holds 22,395 Ordinary Shares (0.2%).
- Ownership percentages are calculated based on 12,810,893 Ordinary Shares outstanding as of June 30, 2025, as per information published by the Tel-Aviv Stock Exchange.
- The securities are held for the benefit of beneficiaries of various provident and pension funds, mutual funds, and portfolio management clients.
Sentiment
Score: 5
Explanation: The filing is a neutral, factual disclosure of beneficial ownership and does not contain information that would indicate positive or negative sentiment regarding the company's performance or prospects.
Future Outlook
NA
Industry Context
This filing is a standard disclosure of beneficial ownership, providing transparency on significant shareholders. It does not contain information related to broader industry trends or competitive positioning of TAT Technologies Ltd.
Related Party Transactions
- Y.D More Investments Ltd. is an Israeli public company controlled through a voting agreement among Yosef Meirov (directly and through B.Y.M.), Benjamin Meirov, Yosef Levy (through Elldot Ltd.), and Eli Levy.
- More Mutual Funds Management (2013) Ltd. and More Investment House Portfolio Management Ltd. are wholly-owned subsidiaries of Y.D. More Investments Ltd.
- More Provident Funds & Pension Ltd. is a majority-owned subsidiary of Y.D. More Investments Ltd., which owns 66.36% thereof.
Stakeholder Impact
- Shareholders: Provides transparency regarding significant institutional and individual ownership stakes, which can influence market perception and potential future corporate actions.
Key Dates
| Date | Description |
|---|---|
| 06/30/2025 | Date of event which requires filing of this statement, and the date as of which ownership percentages were calculated. |
| 08/05/2025 | Date of signing and filing of the Schedule 13G Amendment No. 3. |
Keywords
TAT Technologies, Beneficial Ownership, Schedule 13G, Y.D. More Investments, Institutional Ownership, Equity Stake, SEC Filing, M8740S227
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