NASDAQ · Technology

ITURAN LOCATION AND CONTROL ITRN

Ituran Location and Control Ltd., together with its subsidiaries, provides location-based telematics services and machine-to-machine telematics products in Israel, Brazil, and internationally. It operates in two segments, Telematics Services and Telematics Products.

Electronic Components

Company profile

Business mix

  • It operates in two segments, Telematics Services and Telematics Products.
  • This segment also delivers on-demand navigation guidance, information, and assistance, including the provision of traffic reports and directions, as well as information on the location of gas stations, car repair shops, post offices, hospitals.
  • It serves insurance companies and agents, car manufacturers, dealers and importers, cooperative sales channels, private fleet subscribers, and finance institutions.
  • The Telematics Products segment offers a system for automatic vehicle location was based on terrestrial network triangulation technology and GPS/GPRS.

Current key questions

  • Can demand for the company's products and platforms keep growing within scientific & technical instruments?
  • How durable are margins as product cycles, R&D spending, cloud or AI investment, and competition change?
  • Does customer concentration, switching cost, or ecosystem control support long-term pricing power?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 20.81 FCF 5.65% Buyback 0.21%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Vulcan Value Partners C.T. Fitzpatrick 0.6% $24.2M 2026-03-31
Miller Value Partners Bill Miller 2.6% $10.0M 2026-03-31

Recent trading changes over the last 1 quarters

Net buyers 0 Last 1 13F filing periods
Net reducers 2 Last 1 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $0 Estimated from net added shares
Reduction amount $2.8M Estimated from net reduced shares
Net share change / base shares -7.6% -57,319 / 755,059
Miller Value Partners Bill Miller 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -5.2% 13F value change +$745,989
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 215,000 Last 1 periods -11,100 (-5.2%) Total shares 203,900 Value $10.0M
Vulcan Value Partners C.T. Fitzpatrick 1 filing periods
13F 2026-03-31 Filed 2026-05-11
Minor reduction Shares -8.6% 13F value change +$773,098
Settlement As of 13F 2026-03-31 · Filed 2026-05-11
Base shares 540,059 Last 1 periods -46,219 (-8.6%) Total shares 493,840 Value $24.2M

Recent mentions

No public mentions.