Phoenix Financial Ltd. ORA — ORMAT TECHNOLOGIES INC

Ownership history in Phoenix Financial Ltd.  ·  23 quarters on record

AI Ownership Summary

Phoenix Financial Ltd. reported ORMAT TECHNOLOGIES INC (ORA) in 23 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.43% in 2025 Q4. The latest visible filing shows ORA at 0.43% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ORA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Phoenix Financial Ltd.'s position in ORMAT TECHNOLOGIES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ORA was reported at 0.43% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.43% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ORA stock page Phoenix Financial Ltd. fund profile Phoenix Financial Ltd. full holdings
How Phoenix Financial Ltd. held ORA — position size vs. price
% of Fund (quarterly)    ORA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 358,481 +260,000 +264.0% 0.43% $39.6M 2026-02-14 (Est.) $118.06
2025 Q3 UNCHANGED — — — 98,481 — 0% 0.13% $9.5M 2025-11-03 $107.58
2025 Q2 ADDED — — — 98,481 +60,981 +162.6% 0.11% $8.2M 2025-07-30 $89.12
2025 Q1 ADDED — — — 37,500 +27,000 +257.1% 0.04% $2.7M 2025-05-07 $71.94
2024 Q4 REDUCED 65.0% +4.7% ❌ 10,500 -19,500 -65.0% 0.02% $1.6M 2025-02-13 $62.46
2024 Q2 REDUCED 24.1% +7.5% ❌ 30,000 -9,506 -24.1% 0.00% $23K 2024-08-12 $71.00
2024 Q1 ADDED — — — 39,506 +19,434 +96.8% 0.04% $2.6M 2024-05-15 $72.27
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ORA

As of 2026 Q1 — sorted by position size

Y.D. More Investments Ltd 3Y 3.83% Yelin Lapidot Holdings Management Ltd. 2.47% Eos Management, L.P. 3Y 7Y 2.21% Van Berkom & Associates Inc. 3Y 7Y 2.14% Harel Insurance Investments & Financial Services Ltd. 3Y 7Y 0.87% Green Alpha Advisors, LLC 3Y 0.66% DUDLEY & SHANLEY, INC. 3Y 7Y 0.51% CHESAPEAKE CAPITAL CORP /IL/ 0.51% Dorsey Wright & Associates 3Y 7Y 0.51% Harrington Investments, INC 3Y 7Y 0.49%

FAQ About Phoenix Financial Ltd. and ORA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Phoenix Financial Ltd. reported owning ORA?

Phoenix Financial Ltd. reported ORA across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported ORA position in Phoenix Financial Ltd.'s portfolio?

The largest reported portfolio weight for ORA was 0.43% in 2025 Q4.

What is the latest reported ORA position on this page?

The most recent filing on this page is 2025 Q4, when Phoenix Financial Ltd. reported 358,481 shares, equal to 0.43% of portfolio, with an estimated market value of $39.6M.

What does the chart on this ORA ownership page compare?

The chart compares Phoenix Financial Ltd.'s quarterly ORA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Phoenix Financial Ltd. time their ORA position?

Based on 13F filing dates vs. subsequent ORA price moves, Phoenix Financial Ltd. correctly timed 11 out of 21 reported position changes (52%). The annualised alpha on ORA relative to SPY over the holding period was -2.9%.

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