Joel Greenblatt’s USA Rare Earth Inc USAR Stock Holding History

Joel Greenblatt’s Portfolio USAR Stock Details USAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-14,329	Closed	-$246K	–	1836
2025 Q3	$246K	Buy	+14,329	New	+$205K	﹤0.01%	1560

Other funds holding USAR

BCA

Bayshore Capital Advisors Tampa, Florida $214M AUM

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

IPHI

Inflection Point Holdings II New York $47.3M AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Joel Greenblatt's USAR Position: Q4 2025 in Review

Joel Greenblatt sold out of USA Rare Earth Inc (USAR) in Q4 2025, closing a stake of 14,329 shares — an estimated $246K sold.

Joel Greenblatt first reported a position in USAR in Q3 2025 and held it in 1 quarter. The position peaked at $246K in Q3 2025. 229 funds tracked by Wall St. Rank hold USAR as of Q4 2025.

Joel Greenblatt reported no remaining USA Rare Earth Inc position as of Q4 2025 after selling out during the quarter.
Joel Greenblatt sold 14,329 USA Rare Earth Inc shares in Q4 2025, an estimated $246K.
Joel Greenblatt first reported a position in USA Rare Earth Inc in Q3 2025 and held it in 1 quarter.
Joel Greenblatt's USA Rare Earth Inc position peaked at $246K in Q3 2025.
229 funds tracked by Wall St. Rank held USA Rare Earth Inc as of Q4 2025.

Based on Gotham Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.