Ardsley Advisory Partners’s MP Materials MP Stock Holding History

Ardsley Advisory Partners’s Portfolio MP Stock Details MP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$280K	Sell	5,000 -10,000	-67%	-$609K	0.03%	141
2026 Q1	$724K	Buy	+15,000	New	+$897K	0.09%	132
2025 Q3	–	Sell	-95,000	Closed	-$3.17M	–	177
2025 Q2	$3.17M	Sell	95,000 -125,000	-57%	-$3.19M	0.42%	65
2025 Q1	$5.37M	Sell	220,000 -10,000	-4%	-$232K	1.03%	33
2024 Q4	$3.59M	Buy	230,000 +175,000	+318%	+$3.24M	0.57%	64
2024 Q3	$971K	Buy	55,000 +40,000	+267%	+$543K	0.16%	99
2024 Q2	$191K	Buy	15,000 +5,000	+50%	+$78.5K	0.03%	136
2024 Q1	$143K	Buy	+10,000	New	+$158K	0.02%	122
2023 Q2	–	Sell	-270,200	Closed	-$7.62M	–	136
2023 Q1	$7.62M	Buy	270,200 +169,450	+168%	+$5.13M	1.67%	20
2022 Q4	$2.45M	Buy	+100,750	New	+$3.05M	0.51%	39
2021 Q1	–	Sell	-95,000	Closed	-$3.06M	–	154
2020 Q4	$3.06M	Buy	95,000 +80,000	+533%	+$1.55M	0.5%	43
2020 Q3	$204K	Buy	+15,000	New	+$189K	0.04%	129

Other funds holding MP

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

NFT

Nan Fung Trinity Central, Hong Kong, Hong Kong $1.01B AUM 64.38% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

TFA

Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return

BCA

Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Ardsley Advisory Partners's MP Position: Q2 2026 in Review

Ardsley Advisory Partners reduced its MP Materials (MP) stake by 67% in Q2 2026, selling an estimated $609K and leaving 5,000 shares worth $280K. The position accounts for 0.03% of the portfolio, ranked #141.

Ardsley Advisory Partners first reported a position in MP in Q3 2020 and has held it in 12 quarters since. The position peaked at $7.62M in Q1 2023. 221 funds tracked by Wall St. Rank hold MP as of Q2 2026.

Ardsley Advisory Partners held 5,000 shares of MP Materials worth $280K as of Q2 2026.
Ardsley Advisory Partners sold 10,000 MP Materials shares in Q2 2026, an estimated $609K.
MP Materials made up 0.03% of Ardsley Advisory Partners's portfolio in Q2 2026, its #141 holding.
Ardsley Advisory Partners first reported a position in MP Materials in Q3 2020 and has held it in 12 quarters since.
Ardsley Advisory Partners's MP Materials position peaked at $7.62M in Q1 2023.
221 funds tracked by Wall St. Rank held MP Materials as of Q2 2026.

Based on Ardsley Advisory Partners's 13F filing for Q2 2026, filed 13 Jul 2026.