Ibex Investors LLC 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Ibex Investors LLC disclosed 9 US equity positions worth $75.3m in its Q1 2025 13F filing. The largest position was ITRN at 42.1% of the reported book, followed by GAUZY LTD and NAYAX LTD. Against the Q4 2024 filing, it opened 1 new position, added to 3 and reduced 2 among the top 9 holdings.
What did Ibex Investors LLC own in Q1 2025? Top 9 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | ITRN ITURAN LOCATION AND CONTROL | Technology | 42.1% | $31.7m | 876,313 | 2% | added |
| 2 | GAUZY LTD | 26.9% | $20.3m | 2,532,865 | -24% | reduced | |
| 3 | NAYAX LTD | 18.6% | $14.0m | 416,015 | 19% | added | |
| 4 | BARFRESH FOOD GROUP INC | 5.8% | $4.4m | 1,440,885 | 0% | held | |
| 5 | INCR INTERCURE LTD | 3.5% | $2.6m | 1,886,274 | 0% | held | |
| 6 | SLM SLM CORP | Financial Services | 1.5% | $1.1m | 37,800 | -24% | reduced |
| 7 | ELF E L F BEAUTY INC | Consumer Defensive | 1.1% | $847.7k | 13,500 | 650% | added |
| 8 | BLDR BUILDERS FIRSTSOURCE INC | Industrials | 0.3% | $218.6k | 1,750 | – | new |
| 9 | URG UR-ENERGY INC | 0.1% | $82.1k | 121,747 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.