John Overdeck’s USA Rare Earth Inc USAR Stock Holding History

John Overdeck’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
2026 Q2	$1.48M	Sell	68,800 -41,400	-38%	-$944K	﹤0.01%	3281
2026 Q1	$1.67M	Buy	+110,200	New	+$2.14M	﹤0.01%	2898

Other funds holding USAR

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

BCA

Bayshore Capital Advisors Tampa, Florida $214M AUM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

John Overdeck's USAR Position: Q4 2024 in Review

John Overdeck sold out of USA Rare Earth Inc (USAR) in Q4 2024, closing a stake of 550,000 shares — an estimated $5.91M sold.

John Overdeck first reported a position in USAR in Q3 2023 and held it in 5 quarters. The position peaked at $5.91M in Q3 2024. 8 funds tracked by Wall St. Rank hold USAR as of Q4 2024.

John Overdeck reported no remaining USA Rare Earth Inc position as of Q4 2024 after selling out during the quarter.
John Overdeck sold 550,000 USA Rare Earth Inc shares in Q4 2024, an estimated $5.91M.
John Overdeck first reported a position in USA Rare Earth Inc in Q3 2023 and held it in 5 quarters.
John Overdeck's USA Rare Earth Inc position peaked at $5.91M in Q3 2024.
8 funds tracked by Wall St. Rank held USA Rare Earth Inc as of Q4 2024.

Based on Two Sigma Investments's 13F filing for Q4 2024, filed 14 Feb 2025.