Ibex Investors LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 7, 2025), Ibex Investors LLC reported 9 stock positions worth $75.3 million. Its top holding was Ituran Location and Control (ITRN) at 42.1% of the portfolio, followed by Gauzy (GAUZ, 26.9%) and Nayax (NYAX, 18.6%). Compared with Q4 2024, it opened 1 new position, sold out of 4, added to 3 and reduced 2. The biggest buy was Ituran Location and Control (ITRN, shares +2%) and the biggest sale an exit from Oddity Tech Class A (ODD).

Most Recent 13F
Q2 2026
Location
Denver, CO
CIK
0001531964
Portfolio Value
$75.3M (Q1 2025)
SEC Filing
0001420506-25-000919 ↗ filed May 7, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $77.5M Q1 2024 Q2 2024: $97.0M Q2 2024 Q3 2024: $87.4M Q3 2024 Q4 2024: $105.3M Q4 2024 Q1 2025: $75.3M $75.3M Q1 2025 Q2 2025: $97.7M Q2 2025 Q3 2025: $120.8M Q3 2025 Q4 2025: $142.0M Q4 2025 Q1 2026: $145.8M Q1 2026 Q2 2026: $194.1M Q2 2026

Holdings 9 stocks · $75.3M
ITRN Ituran Location and Control 42.09% 876,313 $31.7M Add +1.8%
GAUZ Gauzy Ltd. 26.92% 2,532,865 $20.3M Reduce -24.0%
NYAX Nayax Ltd. 18.65% 416,015 $14.0M Add +19.3%
BRFH Barfresh Food Group Inc. 5.84% 1,440,885 $4.4M No change
INCR Intercure Ltd. 3.51% 1,886,274 $2.6M No change
SLM SLM Corp. 1.47% 37,800 $1.1M Reduce -24.4%
ELF Elf Beauty Inc. 1.13% 13,500 $848K Add +650.0%
BLDR Builders Firstsource Inc. 0.29% 1,750 $219K New
URG Ur-Energy Inc. 0.11% 121,747 $82K No change

Portfolio Sells Q4 2024 → Q1 2025
ODD Oddity Tech Ltd. Class A Sold out 0.00% −12.57
MBLY Mobileye Global Inc. Class A Sold out 0.00% −12.04
GAUZ Gauzy Ltd. Reduce -24.0% 26.92% −4.43
ABEV Ambev SA-ADR Sold out 0.00% −0.35
LZ Legalzoomcom Inc. Sold out 0.00% −0.20
SLM SLM Corp. Reduce -24.4% 1.47% +0.17

Portfolio Buys Q4 2024 → Q1 2025
ITRN Ituran Location and Control Add +1.8% 42.09% +16.62
NYAX Nayax Ltd. Add +19.3% 18.65% +8.91
ELF Elf Beauty Inc. Add +650.0% 1.13% +0.91
BLDR Builders Firstsource Inc. New 0.29% +0.29

Options Activity Q4 2024 → Q1 2025
MBLY Mobileye Global Inc. Class A call Sold out 530,000 $10.6Mbefore exit

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 15$194.1MITRN, MNDY, ETOR, GLBE, SG
Q1 2026 13$145.8MITRN, MNDY, ETOR, GLBE, ELF
Q4 2025 14$142.0MMNDY, ITRN, NYAX, ETOR, ELF
Q3 2025 13$120.8MMNDY, ITRN, NYAX, ELF, GAUZ
Q2 2025 8$97.7MITRN, GAUZ, NYAX, ELF, BRFH
Q1 2025 9$75.3MITRN, GAUZ, NYAX, BRFH, INCR
Q4 2024 12$105.3MGAUZ, ITRN, ODD, MBLY, NYAX
Q3 2024 12$87.4MGAUZ, ITRN, NYAX, ODD, MBLY
Q2 2024 13$97.0MGAUZ, ITRN, MBLY, NYAX, BRFH
Q1 2024 14$77.5MITRN, MBLY, NYAX, PAYO, PLTK