Ibex Investors LLC 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Ibex Investors LLC disclosed 8 US equity positions worth $97.7m in its Q2 2025 13F filing. The largest position was ITRN at 34.7% of the reported book, followed by GAUZY LTD and NAYAX LTD. Against the Q1 2025 filing, it opened 0 new positions, added to 1 and reduced 1 among the top 8 holdings.
What did Ibex Investors LLC own in Q2 2025? Top 8 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | ITRN ITURAN LOCATION AND CONTROL | Technology | 34.7% | $33.9m | 876,313 | 0% | held |
| 2 | GAUZY LTD | 21.9% | $21.4m | 2,532,865 | 0% | held | |
| 3 | NAYAX LTD | 21.5% | $21.0m | 416,384 | 0% | held | |
| 4 | ELF E L F BEAUTY INC | Consumer Defensive | 13.2% | $12.9m | 104,000 | 670% | added |
| 5 | BARFRESH FOOD GROUP INC | 5.1% | $5.0m | 1,440,885 | 0% | held | |
| 6 | INCR INTERCURE LTD | 2.8% | $2.8m | 1,886,274 | 0% | held | |
| 7 | SLM SLM CORP | Financial Services | 0.6% | $590.2k | 18,000 | -52% | reduced |
| 8 | URG UR-ENERGY INC | 0.1% | $127.8k | 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.