[SCHEDULE 13G] TAT Technologies Ltd SEC Filing
Schedule 13G filing 鈥� TAT Technologies Ltd (TATT)
Phoenix Financial Ltd, a large Israeli financial group, has filed a Schedule 13G stating that on 27 June 2025 it beneficially owned 668,888.67 ordinary shares of TAT Technologies Ltd, representing 5.22 % of the company鈥檚 12,807,656 shares outstanding. The holding is aggregated across several wholly-owned subsidiaries that manage proprietary and client funds. Phoenix reports zero sole voting or dispositive power; all authority is shared, signalling a passive investment intent under Rule 13d-1(c). Key sub-holdings include 355,512 shares in 鈥淧artnership for Israeli shares鈥� (2.78 %) and 271,770.67 shares in 鈥淭he Phoenix Investments House 鈥� trust funds鈥� (2.12 %).
The group expressly disclaims acting as a control 鈥済roup鈥� and certifies that the position is not aimed at influencing management. While the disclosure introduces a new institutional owner above the 5 % threshold鈥攑otentially enhancing float liquidity and external confidence鈥攊t does not, at this stage, imply governance changes or activist engagement.
Dichiarazione Schedule 13G 鈥� TAT Technologies Ltd (TATT)
Phoenix Financial Ltd, un importante gruppo finanziario israeliano, ha presentato una dichiarazione Schedule 13G indicando che al 27 giugno 2025 deteneva beneficiariamente 668.888,67 azioni ordinarie di TAT Technologies Ltd, pari al 5,22% delle 12.807.656 azioni in circolazione della societ脿. La partecipazione 猫 suddivisa tra diverse controllate interamente possedute che gestiscono fondi proprietari e per clienti. Phoenix dichiara di non avere alcun potere esclusivo di voto o decisionale; tutta l鈥檃utorit脿 猫 condivisa, indicando un intento di investimento passivo ai sensi della Regola 13d-1(c). Le principali partecipazioni includono 355.512 azioni nella 鈥淧artnership for Israeli shares鈥� (2,78%) e 271.770,67 azioni in 鈥淭he Phoenix Investments House 鈥� trust funds鈥� (2,12%).
Il gruppo esclude espressamente di agire come un 鈥済ruppo鈥� di controllo e certifica che la posizione non 猫 finalizzata a influenzare la gestione. Sebbene la comunicazione introduca un nuovo investitore istituzionale oltre la soglia del 5% 鈥� potenzialmente aumentando la liquidit脿 del flottante e la fiducia esterna 鈥� non implica, allo stato attuale, cambiamenti nella governance o un coinvolgimento attivista.
Presentaci贸n Schedule 13G 鈥� TAT Technologies Ltd (TATT)
Phoenix Financial Ltd, un gran grupo financiero israel铆, ha presentado una Schedule 13G indicando que al 27 de junio de 2025 pose铆a beneficiosamente 668.888,67 acciones ordinarias de TAT Technologies Ltd, representando el 5,22% del total de 12.807.656 acciones en circulaci贸n de la compa帽铆a. La participaci贸n est谩 distribuida entre varias subsidiarias de propiedad total que gestionan fondos propios y de clientes. Phoenix reporta cero poder exclusivo de voto o disposici贸n; toda la autoridad es compartida, se帽alando una intenci贸n de inversi贸n pasiva seg煤n la Regla 13d-1(c). Las principales subparticipaciones incluyen 355.512 acciones en 鈥淧artnership for Israeli shares鈥� (2,78%) y 271.770,67 acciones en 鈥淭he Phoenix Investments House 鈥� trust funds鈥� (2,12%).
El grupo niega expresamente actuar como un 鈥済rupo鈥� de control y certifica que la posici贸n no busca influir en la gesti贸n. Aunque la divulgaci贸n introduce un nuevo propietario institucional por encima del umbral del 5%, lo que podr铆a mejorar la liquidez del flotante y la confianza externa, no implica por ahora cambios en la gobernanza ni participaci贸n activista.
Schedule 13G 鞝滌稖 鈥� TAT Technologies Ltd (TATT)
鞚挫姢霛检棙鞚� 雽�順� 旮堨湹 攴鸽９鞚� Phoenix Financial Ltd電� 2025雲� 6鞗� 27鞚� 旮办鞙茧 TAT Technologies Ltd鞚� 氤错喌欤� 668,888.67欤茧ゼ 鞁れ鞝侅溂搿� 氤挫湢頃橁碃 鞛堧嫟瓿� Schedule 13G毳� 鞝滌稖頄堨溂氅�, 鞚措姅 齑� 12,807,656欤� 欷� 5.22%鞐� 頃措嫻頃╇媹雼�. 鞚� 歆�攵勳潃 鞛愳泊 鞛愱笀瓿� 瓿犼皾 鞛愱笀鞚� 鞖挫毄頃橂姅 鞐煬 鞝勳暋 於滌瀽 鞛愴殞靷ゼ 韱淀暣 歆戧硠霅橃棃鞀惦媹雼�. Phoenix電� 雼弲 鞚橁舶甓岇澊雮� 觳橂秳甓岇澊 鞝勴榾 鞐嗢潓鞚� 氤搓碃頃橂┌, 氇摖 甓岉暅鞚� 瓿奠湢霅橃柎 Rule 13d-1(c)鞐� 霐半ジ 靾橂彊鞝� 韴瀽 鞚橂弰毳� 雮橅儉雰呺媹雼�. 欤检殧 頃橃渼 氤挫湢 歆�攵勳溂搿滊姅 鈥淧artnership for Israeli shares鈥濎潣 355,512欤�(2.78%)鞕� 鈥淭he Phoenix Investments House 鈥� trust funds鈥濎潣 271,770.67欤�(2.12%)臧� 韽暔霅╇媹雼�.
鞚� 攴鸽９鞚� 氇呾嫓鞝侅溂搿� 韱奠牅 鈥滉犯耄光�濎溂搿滌劀 頄夒彊頃橃 鞎婌潓鞚� 攵�鞚疙晿氅�, 鞚� 歆�鞙勱皜 瓴届榿歆勳棎 鞓來枼鞚� 氙胳箻霠る姅 氇╈爜鞚� 鞎勲嫎鞚� 鞚胳頃╇媹雼�. 鞚措矆 瓿奠嫓電� 5% 鞛勱硠旃橂ゼ 雱橂姅 靸堧鞖� 旮瓣磤 靻岇湢欤茧ゼ 靻岅皽頃橃棳 鞙犽彊靹标臣 鞕鸽秬 鞁犽霃勲ゼ 雴掛澕 靾� 鞛堨溂雮�, 順� 鞁滌爯鞐愳劀電� 歆�氚瓣惮臁� 氤�頇旊倶 頄夒彊欤检潣 彀胳棳毳� 鞚橂頃橃 鞎婌姷雼堧嫟.
D茅p么t Schedule 13G 鈥� TAT Technologies Ltd (TATT)
Phoenix Financial Ltd, un grand groupe financier isra茅lien, a d茅pos茅 un Schedule 13G indiquant qu鈥檃u 27 juin 2025, il d茅tenait b茅n茅ficiairement 668 888,67 actions ordinaires de TAT Technologies Ltd, repr茅sentant 5,22 % des 12 807 656 actions en circulation de la soci茅t茅. La participation est r茅partie entre plusieurs filiales d茅tenues en totalit茅 qui g猫rent des fonds propres et des fonds clients. Phoenix d茅clare ne d茅tenir aucun pouvoir de vote ou de disposition exclusif ; toute autorit茅 est partag茅e, ce qui indique une intention d鈥檌nvestissement passive conform茅ment 脿 la r猫gle 13d-1(c). Les principales sous-participations comprennent 355 512 actions dans la 芦 Partnership for Israeli shares 禄 (2,78 %) et 271 770,67 actions dans 芦 The Phoenix Investments House 鈥� trust funds 禄 (2,12 %).
Le groupe d茅clare express茅ment ne pas agir en tant que 芦 groupe 禄 de contr么le et certifie que la position n鈥檃 pas pour but d鈥檌nfluencer la direction. Bien que cette divulgation introduise un nouveau propri茅taire institutionnel d茅passant le seuil de 5 % 鈥� ce qui pourrait am茅liorer la liquidit茅 du flottant et la confiance externe 鈥� elle n鈥檌mplique pas, 脿 ce stade, de changements de gouvernance ni d鈥檈ngagement activiste.
Schedule 13G Meldung 鈥� TAT Technologies Ltd (TATT)
Phoenix Financial Ltd, eine gro脽e israelische Finanzgruppe, hat eine Schedule 13G eingereicht, in der angegeben wird, dass sie am 27. Juni 2025 wirtschaftlich 668.888,67 Stammaktien von TAT Technologies Ltd hielt, was 5,22 % der insgesamt 12.807.656 ausstehenden Aktien entspricht. Die Beteiligung verteilt sich auf mehrere hundertprozentige Tochtergesellschaften, die Eigen- und Kundenfonds verwalten. Phoenix meldet keine alleinige Stimm- oder Verf眉gungsgewalt; alle Befugnisse werden geteilt, was auf eine passive Investitionsabsicht gem盲脽 Regel 13d-1(c) hinweist. Wichtige Teilbeteiligungen umfassen 355.512 Aktien an der 鈥濸artnership for Israeli shares鈥� (2,78 %) und 271.770,67 Aktien an 鈥濼he Phoenix Investments House 鈥� trust funds鈥� (2,12 %).
Die Gruppe weist ausdr眉cklich zur眉ck, als Kontroll-鈥濭ruppe鈥� zu agieren, und best盲tigt, dass die Position nicht darauf abzielt, das Management zu beeinflussen. Obwohl die Meldung einen neuen institutionellen Eigent眉mer oberhalb der 5 %-Schwelle einf眉hrt 鈥� was die Liquidit盲t des Streubesitzes und das externe Vertrauen potenziell erh枚hen kann 鈥� impliziert sie derzeit keine 脛nderungen in der Unternehmensf眉hrung oder ein aktivistisches Engagement.
- None.
- None.
Insights
TL;DR: Passive 5.22 % stake adds institutional support but has limited immediate strategic impact.
The Schedule 13G shows Phoenix Financial accumulating a modest yet reportable position in TAT Technologies. A passive filing (13G vs. 13D) removes takeover or activist speculation, keeping the news largely neutral for valuation. However, the appearance of a reputable Israeli financial institution on the register can tighten the free float, improve liquidity perception and broaden analyst coverage. With no voting control and under 10 %, the stake alone should not alter governance dynamics. Net impact: neutral to mildly positive sentiment.
TL;DR: Ownership disclosure meets compliance; no control implications.
Phoenix Financial鈥檚 filing carefully disclaims group status and any intent to influence the issuer, consistent with a purely financial holding. Shared voting and dispositive powers reside with independently managed subsidiaries, reducing coordination risk. From a governance perspective, the 5.22 % level does not grant board nomination rights or significant sway under Israeli or U.S. rules. Unless further accumulation occurs or a 13D replaces the 13G, board composition and strategic direction remain unchanged.
Dichiarazione Schedule 13G 鈥� TAT Technologies Ltd (TATT)
Phoenix Financial Ltd, un importante gruppo finanziario israeliano, ha presentato una dichiarazione Schedule 13G indicando che al 27 giugno 2025 deteneva beneficiariamente 668.888,67 azioni ordinarie di TAT Technologies Ltd, pari al 5,22% delle 12.807.656 azioni in circolazione della societ脿. La partecipazione 猫 suddivisa tra diverse controllate interamente possedute che gestiscono fondi proprietari e per clienti. Phoenix dichiara di non avere alcun potere esclusivo di voto o decisionale; tutta l鈥檃utorit脿 猫 condivisa, indicando un intento di investimento passivo ai sensi della Regola 13d-1(c). Le principali partecipazioni includono 355.512 azioni nella 鈥淧artnership for Israeli shares鈥� (2,78%) e 271.770,67 azioni in 鈥淭he Phoenix Investments House 鈥� trust funds鈥� (2,12%).
Il gruppo esclude espressamente di agire come un 鈥済ruppo鈥� di controllo e certifica che la posizione non 猫 finalizzata a influenzare la gestione. Sebbene la comunicazione introduca un nuovo investitore istituzionale oltre la soglia del 5% 鈥� potenzialmente aumentando la liquidit脿 del flottante e la fiducia esterna 鈥� non implica, allo stato attuale, cambiamenti nella governance o un coinvolgimento attivista.
Presentaci贸n Schedule 13G 鈥� TAT Technologies Ltd (TATT)
Phoenix Financial Ltd, un gran grupo financiero israel铆, ha presentado una Schedule 13G indicando que al 27 de junio de 2025 pose铆a beneficiosamente 668.888,67 acciones ordinarias de TAT Technologies Ltd, representando el 5,22% del total de 12.807.656 acciones en circulaci贸n de la compa帽铆a. La participaci贸n est谩 distribuida entre varias subsidiarias de propiedad total que gestionan fondos propios y de clientes. Phoenix reporta cero poder exclusivo de voto o disposici贸n; toda la autoridad es compartida, se帽alando una intenci贸n de inversi贸n pasiva seg煤n la Regla 13d-1(c). Las principales subparticipaciones incluyen 355.512 acciones en 鈥淧artnership for Israeli shares鈥� (2,78%) y 271.770,67 acciones en 鈥淭he Phoenix Investments House 鈥� trust funds鈥� (2,12%).
El grupo niega expresamente actuar como un 鈥済rupo鈥� de control y certifica que la posici贸n no busca influir en la gesti贸n. Aunque la divulgaci贸n introduce un nuevo propietario institucional por encima del umbral del 5%, lo que podr铆a mejorar la liquidez del flotante y la confianza externa, no implica por ahora cambios en la gobernanza ni participaci贸n activista.
Schedule 13G 鞝滌稖 鈥� TAT Technologies Ltd (TATT)
鞚挫姢霛检棙鞚� 雽�順� 旮堨湹 攴鸽９鞚� Phoenix Financial Ltd電� 2025雲� 6鞗� 27鞚� 旮办鞙茧 TAT Technologies Ltd鞚� 氤错喌欤� 668,888.67欤茧ゼ 鞁れ鞝侅溂搿� 氤挫湢頃橁碃 鞛堧嫟瓿� Schedule 13G毳� 鞝滌稖頄堨溂氅�, 鞚措姅 齑� 12,807,656欤� 欷� 5.22%鞐� 頃措嫻頃╇媹雼�. 鞚� 歆�攵勳潃 鞛愳泊 鞛愱笀瓿� 瓿犼皾 鞛愱笀鞚� 鞖挫毄頃橂姅 鞐煬 鞝勳暋 於滌瀽 鞛愴殞靷ゼ 韱淀暣 歆戧硠霅橃棃鞀惦媹雼�. Phoenix電� 雼弲 鞚橁舶甓岇澊雮� 觳橂秳甓岇澊 鞝勴榾 鞐嗢潓鞚� 氤搓碃頃橂┌, 氇摖 甓岉暅鞚� 瓿奠湢霅橃柎 Rule 13d-1(c)鞐� 霐半ジ 靾橂彊鞝� 韴瀽 鞚橂弰毳� 雮橅儉雰呺媹雼�. 欤检殧 頃橃渼 氤挫湢 歆�攵勳溂搿滊姅 鈥淧artnership for Israeli shares鈥濎潣 355,512欤�(2.78%)鞕� 鈥淭he Phoenix Investments House 鈥� trust funds鈥濎潣 271,770.67欤�(2.12%)臧� 韽暔霅╇媹雼�.
鞚� 攴鸽９鞚� 氇呾嫓鞝侅溂搿� 韱奠牅 鈥滉犯耄光�濎溂搿滌劀 頄夒彊頃橃 鞎婌潓鞚� 攵�鞚疙晿氅�, 鞚� 歆�鞙勱皜 瓴届榿歆勳棎 鞓來枼鞚� 氙胳箻霠る姅 氇╈爜鞚� 鞎勲嫎鞚� 鞚胳頃╇媹雼�. 鞚措矆 瓿奠嫓電� 5% 鞛勱硠旃橂ゼ 雱橂姅 靸堧鞖� 旮瓣磤 靻岇湢欤茧ゼ 靻岅皽頃橃棳 鞙犽彊靹标臣 鞕鸽秬 鞁犽霃勲ゼ 雴掛澕 靾� 鞛堨溂雮�, 順� 鞁滌爯鞐愳劀電� 歆�氚瓣惮臁� 氤�頇旊倶 頄夒彊欤检潣 彀胳棳毳� 鞚橂頃橃 鞎婌姷雼堧嫟.
D茅p么t Schedule 13G 鈥� TAT Technologies Ltd (TATT)
Phoenix Financial Ltd, un grand groupe financier isra茅lien, a d茅pos茅 un Schedule 13G indiquant qu鈥檃u 27 juin 2025, il d茅tenait b茅n茅ficiairement 668 888,67 actions ordinaires de TAT Technologies Ltd, repr茅sentant 5,22 % des 12 807 656 actions en circulation de la soci茅t茅. La participation est r茅partie entre plusieurs filiales d茅tenues en totalit茅 qui g猫rent des fonds propres et des fonds clients. Phoenix d茅clare ne d茅tenir aucun pouvoir de vote ou de disposition exclusif ; toute autorit茅 est partag茅e, ce qui indique une intention d鈥檌nvestissement passive conform茅ment 脿 la r猫gle 13d-1(c). Les principales sous-participations comprennent 355 512 actions dans la 芦 Partnership for Israeli shares 禄 (2,78 %) et 271 770,67 actions dans 芦 The Phoenix Investments House 鈥� trust funds 禄 (2,12 %).
Le groupe d茅clare express茅ment ne pas agir en tant que 芦 groupe 禄 de contr么le et certifie que la position n鈥檃 pas pour but d鈥檌nfluencer la direction. Bien que cette divulgation introduise un nouveau propri茅taire institutionnel d茅passant le seuil de 5 % 鈥� ce qui pourrait am茅liorer la liquidit茅 du flottant et la confiance externe 鈥� elle n鈥檌mplique pas, 脿 ce stade, de changements de gouvernance ni d鈥檈ngagement activiste.
Schedule 13G Meldung 鈥� TAT Technologies Ltd (TATT)
Phoenix Financial Ltd, eine gro脽e israelische Finanzgruppe, hat eine Schedule 13G eingereicht, in der angegeben wird, dass sie am 27. Juni 2025 wirtschaftlich 668.888,67 Stammaktien von TAT Technologies Ltd hielt, was 5,22 % der insgesamt 12.807.656 ausstehenden Aktien entspricht. Die Beteiligung verteilt sich auf mehrere hundertprozentige Tochtergesellschaften, die Eigen- und Kundenfonds verwalten. Phoenix meldet keine alleinige Stimm- oder Verf眉gungsgewalt; alle Befugnisse werden geteilt, was auf eine passive Investitionsabsicht gem盲脽 Regel 13d-1(c) hinweist. Wichtige Teilbeteiligungen umfassen 355.512 Aktien an der 鈥濸artnership for Israeli shares鈥� (2,78 %) und 271.770,67 Aktien an 鈥濼he Phoenix Investments House 鈥� trust funds鈥� (2,12 %).
Die Gruppe weist ausdr眉cklich zur眉ck, als Kontroll-鈥濭ruppe鈥� zu agieren, und best盲tigt, dass die Position nicht darauf abzielt, das Management zu beeinflussen. Obwohl die Meldung einen neuen institutionellen Eigent眉mer oberhalb der 5 %-Schwelle einf眉hrt 鈥� was die Liquidit盲t des Streubesitzes und das externe Vertrauen potenziell erh枚hen kann 鈥� impliziert sie derzeit keine 脛nderungen in der Unternehmensf眉hrung oder ein aktivistisches Engagement.
FAQ
How much of TAT Technologies (TATT) does Phoenix Financial own?
Is Phoenix Financial's position in TATT passive or activist?
Does Phoenix Financial have sole voting power over its TATT shares?
Which subsidiaries hold the largest portions of the TATT stake?
When did Phoenix Financial cross the 5 % ownership threshold in TATT?
What is the CUSIP number for TAT Technologies ordinary shares?
