Q2 2025 · 13F-HR
IBEX INVESTORS LLCholdings as filed
Filed 2025-08-08 · accession 0001420506-25-001772
$97.7M
Reported value
8
Positions
2025-06-30
Period end
The Brief · IBEX INVESTORS LLC · Q2 2025
AI · grounded in 13F
IBEX INVESTORS LLC established a new position in ITRN worth $33.9M. The fund also initiated new stakes in GAUZ for $21.4M and NYAX for $21M. Additional new positions include ELF at $12.9M and BRFH at $5M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| M6158M104 | ITRN | ITURAN LOCATION AND CONTROL | $33.9M | 34.7% | 876,313 | Common | SOLE |
| M4757U106 | GAUZ | GAUZY LTD | $21.4M | 21.9% | 2,532,865 | Common | SOLE |
| M7S750159 | NYAX | NAYAX LTD | $21.0M | 21.5% | 416,384 | Common | SOLE |
| 26856L103 | ELF | E L F BEAUTY INC | $12.9M | 13.2% | 104,000 | Common | SOLE |
| 067532200 | BRFH | BARFRESH FOOD GROUP INC | $5.0M | 5.10% | 1,440,885 | Common | SOLE |
| M549GJ111 | INCR | INTERCURE LTD | $2.8M | 2.84% | 1,886,274 | Common | SOLE |
| 78442P106 | SLM | SLM CORP | $590,220 | 0.60% | 18,000 | Common | SOLE |
| 91688R108 | URG | UR-ENERGY INC | $127,834 | 0.13% | 121,747 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.