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Ibex Investors LLC

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13F filer, CIK 1531964, Denver, CO

Ibex Investors LLC reported $75,283,501 across 9 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-07.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001420506-25-000919

Period
2025-03-31
Reported value
$75.3M
Holdings
9
Top 10 weight
100%
New
1
Sold out
5

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NYAXadded+67,276$2.27M
ELFadded+11,700$735K
ITRNadded+15,267$552K
BLDRnew+1,750$219K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
ODDexited-315,000-$13.2M
MBLYexited-636,402-$12.7M
GAUZreduced-798,654-$6.39M
ABEVexited-200,000-$370K
SLMreduced-12,200-$358K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001420506-25-000919, largest first. % of portfolio is the value over $75,283,501, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
ITRNITURAN LOCATION AND CONTROLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 861,046 shares; 2024Q4: 861,046 shares; 2025Q1: 876,313 shares 876,313$31.7M42.09%+15,267Timeline
GAUZGAUZY LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,331,519 shares; 2024Q4: 3,331,519 shares; 2025Q1: 2,532,865 shares 2,532,865$20.3M26.92%-798,654Timeline
NYAXNAYAX LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 348,740 shares; 2024Q4: 348,739 shares; 2025Q1: 416,015 shares 416,015$14M18.65%+67,276Timeline
BRFHBARFRESH FOOD GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,440,885 shares; 2024Q4: 1,440,885 shares; 2025Q1: 1,440,885 shares 1,440,885$4.39M5.84%0Timeline
INCRINTERCURE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,889,658 shares; 2024Q4: 1,886,274 shares; 2025Q1: 1,886,274 shares 1,886,274$2.64M3.51%0Timeline
SLMSLM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,000 shares; 2024Q4: 50,000 shares; 2025Q1: 37,800 shares 37,800$1.11M1.47%-12,200Timeline
ELFE L F BEAUTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,800 shares; 2025Q1: 13,500 shares 13,500$848K1.13%+11,700Timeline
BLDRBUILDERS FIRSTSOURCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,750 shares 1,750$219K0.29%newTimeline
URGUR-ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246,747 shares; 2024Q4: 121,747 shares; 2025Q1: 121,747 shares 121,747$82.1K0.11%0Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
ODDODDITY TECH LTD315,000$13.2Mshares
MBLYMOBILEYE GLOBAL INC636,402$12.7Mshares
MBLYMOBILEYE GLOBAL INC530,000$10.6Mcall
ABEVAMBEV SA200,000$370Kshares
LZLEGALZOOM COM INC28,000$210Kshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001420506-25-000919 base2025-05-07acceptance time not in the bulk data set