SCHEDULE: TAT Technologies: Major Shareholders Update Ownership

Several entities and individuals associated with Y.D. More Investments Ltd. have updated their beneficial ownership filings for TAT Technologies Ltd. ordinary shares.

Summary

• This filing is an amendment to a Schedule 13G, indicating a change in beneficial ownership of TAT Technologies Ltd. ordinary shares.
• The reporting persons include Y.D. More Investments Ltd., More Provident Funds and Pension Ltd., More Mutual Funds Management (2013) Ltd., More Investment House Portfolio Management Ltd., B.Y.M. Mor Investments Ltd., Eli Levy, Yosef Levy, Benjamin Meirov, Yosef Meirov, Michael Meirov, and Dotan Meirov.
• Y.D. More Investments Ltd. holds 703,048 shares, representing 5.42% of the class.
• More Mutual Funds Management (2013) Ltd. holds 553,048 shares, representing 4.26% of the class.
• More Provident Funds and Pension Ltd. holds 150,000 shares, representing 1.16% of the class.
• More Investment House Portfolio Management Ltd. holds 0 shares.
• B.Y.M. Mor Investments Ltd., Eli Levy, Yosef Levy, Benjamin Meirov, Yosef Meirov, Michael Meirov, and Dotan Meirov each hold 703,048 shares, representing 5.42% of the class.
• The total number of ordinary shares outstanding as of June 30, 2026, was 12,983,137.

Sentiment

Score: 3

Explanation: StockSavvy.ai views this as a neutral filing, as it is a routine ownership disclosure without new financial or operational information.

Positives

• The filing clarifies the beneficial ownership structure for a significant block of TAT Technologies Ltd. shares.
• Multiple entities and individuals are reporting their holdings, indicating diverse investment interest.

Negatives

• More Investment House Portfolio Management Ltd. reports holding zero shares, which could indicate a divestment or a change in strategy for that specific entity.
• The filing does not provide any new financial performance data or strategic updates for TAT Technologies Ltd.

Risks

• The concentration of ownership among a few related entities and individuals could potentially influence corporate control or strategic decisions.
• Changes in beneficial ownership, even if not a change of control, can sometimes precede other corporate actions or market movements.

Future Outlook

This filing is primarily an ownership disclosure and does not contain forward-looking statements or guidance regarding the company's future performance.

Management Comments

• The securities reported herein are held by More Provident for the benefit of beneficiaries of various provident and pension funds, More Mutual for the benefit of various mutual funds, and More Investment for the benefit of various portfolio management clients.
• The reporting persons certify that the securities were not acquired or held for the purpose of or with the effect of changing or influencing the control of the issuer.

Industry Context

StockSavvy.ai notes that Schedule 13G filings are common for institutional investors and significant shareholders to report their holdings. The aggregation of these holdings by entities related to Y.D. More Investments Ltd. suggests a coordinated investment strategy or a significant stake held by a group.

Related Party Transactions

• The filing details relationships between Y.D. More Investments Ltd., its subsidiaries (More Provident, More Mutual, More Investment), and associated individuals (Yosef Meirov, Benjamin Meirov, Yosef Levy, Eli Levy, Michael Meirov, Dotan Meirov) through control agreements and shared directorships/management.

Stakeholder Impact

• Shareholders: The filing provides transparency on significant ownership, which can influence market perception and potential future corporate actions.
• Management: The reporting of ownership stakes is a standard compliance requirement and does not directly impact day-to-day management unless it signals a change in control intentions.

Next Steps

• Continued monitoring of TAT Technologies Ltd. for future filings or operational updates from the company.
• Tracking any further changes in beneficial ownership reported by these or other entities.

Key Dates

Keywords

TAT Technologies, Schedule 13G, Beneficial Ownership, Shareholder, Investment Management, Y.D. More Investments Ltd., Ordinary Shares, Israel