Ibex Investors is based out of Denver. Ibex Investors is a hedge fund with 31 clients and discretionary assets under management (AUM) of $926,834,690 (Form ADV from 2025-03-20). Their last reported 13F filing for Q1 2025 included $75,283,501 in managed 13F securities
and a top 10 holdings concentration of 100.0%. Ibex Investors's largest holding is Ituran Location and Control Ltd with shares held of 876,313. Whalewisdom has at least 39 13F filings, 60 13D filings, 75 13G filings, and 6 Form 4 filings
Investment Strategy
The Firm's investment strategy aims to maximize long-term capital appreciation while managing risk. It primarily focuses on public and private companies (and related securities) based in or related to Israel, but may also invest in opportunities unrelated to Israel. The Firm seeks investments with attractive risk/reward profiles or those that serve portfolio functions like cash management, hedging, or tax management. The strategy is opportunistic and not constrained by company size or stage of development, aiming to capitalize on attractive opportunities within the overall portfolio.
The Firm pursues this strategy across various sectors, including Information Technology, Life Sciences, Energy, and Financial Services, among others. Portfolio companies may be listed on stock exchanges globally, not just in Israel. The Firm emphasizes industry-specific knowledge and employs a disciplined investment philosophy, focusing on industries where it has prior experience or can leverage the expertise of advisors.
Owners
- IBEX INVESTMENT HOLDINGS LLC - SOLE MEMBER
- BORUS, JUSTIN, BRADLEY - CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, MANAGER, AND FOUNDER
- SCHNABOLK, STUART, DAVID - CHIEF FINANCIAL OFFICER
- AVERBACH, ADAM, DANIEL - GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER
- HUFF, LAURA, CAMPBELL - CHIEF OPERATING OFFICER Click on the Ownership/Private Fund Data tab for more details.
Known Email Addresses
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Other Contact Information
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2025-03-31
Top Buys (13F)
| Name | % Change |
|---|---|
| ITRN Ituran Location and | 18.94% |
| NYAX NAYAX LTD | 9.8% |
| ELF e.l.f. Beauty Inc | 0.93% |
| BLDR Builders FirstSource | 0.29% |
2025-03-31
Top Sells (13F)
| Name | % Change |
|---|---|
| ODD ODDITY Tech Ltd | 11.42% |
| MBLY Mobileye Global Inc | 10.94% |
| MBLY Mobileye Global Inc (CALL) | 9.11% |
| GAUZ Gauzy Ltd | 1.58% |
| ABEV Ambev S.A. | 0.32% |
2025-03-31
13F Holdings Summary
| Name | $ Change |
|---|---|
| ITRN Ituran Location and | 42.09% |
| GAUZ Gauzy Ltd | 26.92% |
| NYAX NAYAX LTD | 18.65% |
| BRFHD Barfresh Food Group | 5.84% |
| INCR Intercure Ltd | 3.51% |
2025-03-31
13F Activity
| Market Value | $75.3m, Prior: $116m |
| Inflows (Outflows) as % of Total MV | (-35.9215)% |
| New Purchases | 1 stocks |
| Added To | 3 stocks |
| Sold out of | 5 stocks |
| Reduced holdings in | 2 stocks |
| Top 10 Holdings % | 100% |
| Turnover %[1] | 42.86% |
| Turnover Alt %[2] | 5.02% |
| Time Held Top 20 | 7.4444 quarters |
| Time Held Top 10 | 5.7778 quarters |
| Time Held All | 11.22 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2025-03-31
13F Sector Allocation Over Time
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2025-03-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2025-03-31