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Ibex Investors LLC

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13F filer, CIK 1531964, Denver, CO

Ibex Investors LLC reported $97,748,343 across 8 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-08.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001420506-25-001772

Period
2025-06-30
Reported value
$97.7M
Holdings
8
Top 10 weight
100%
New
0
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ELFadded+90,500$11.3M
NYAXadded+369$18.6K

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
SLMreduced-19,800-$649K
BLDRexited-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.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001420506-25-001772, largest first. % of portfolio is the value over $97,748,343, 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 861,046 shares; 2024Q4: 861,046 shares; 2025Q1: 876,313 shares; 2025Q2: 876,313 shares 876,313$33.9M34.72%0Timeline
GAUZGAUZY LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,331,519 shares; 2024Q4: 3,331,519 shares; 2025Q1: 2,532,865 shares; 2025Q2: 2,532,865 shares 2,532,865$21.4M21.87%0Timeline
NYAXNAYAX LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 348,740 shares; 2024Q4: 348,739 shares; 2025Q1: 416,015 shares; 2025Q2: 416,384 shares 416,384$21M21.5%+369Timeline
ELFE L F BEAUTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,800 shares; 2025Q1: 13,500 shares; 2025Q2: 104,000 shares 104,000$12.9M13.24%+90,500Timeline
BRFHBARFRESH FOOD GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,440,885 shares; 2024Q4: 1,440,885 shares; 2025Q1: 1,440,885 shares; 2025Q2: 1,440,885 shares 1,440,885$4.99M5.1%0Timeline
INCRINTERCURE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,889,658 shares; 2024Q4: 1,886,274 shares; 2025Q1: 1,886,274 shares; 2025Q2: 1,886,274 shares 1,886,274$2.77M2.84%0Timeline
SLMSLM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,000 shares; 2024Q4: 50,000 shares; 2025Q1: 37,800 shares; 2025Q2: 18,000 shares 18,000$590K0.6%-19,800Timeline
URGUR-ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246,747 shares; 2024Q4: 121,747 shares; 2025Q1: 121,747 shares; 2025Q2: 121,747 shares 121,747$128K0.13%0Timeline

Sold out in Q2 2025

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

SecurityShares beforeValue beforeType
BLDRBUILDERS FIRSTSOURCE INC1,750$219Kshares

How Q2 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 0001420506-25-001772 base2025-08-08acceptance time not in the bulk data set