L.J. Altfest & Co’s USA Rare Earth Inc USAR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$27.2M Buy
1,260,525
+91,671
+8% +$2.09M 2.64% 10
2026
Q1
$17.7M Sell
1,168,854
-45,000
-4% -$873K 1.89% 11
2025
Q4
$14.4M Buy
1,213,854
+425,377
+54% +$8.1M 1.58% 18
2025
Q3
$13.6M Buy
+788,477
New +$11.3M 1.51% 17

Other funds holding USAR

L.J. Altfest & Co's USAR Position: Q2 2026 in Review

L.J. Altfest & Co increased its USA Rare Earth Inc (USAR) stake by 7.8% in Q2 2026, buying an estimated $2.09M and bringing the position to 1,260,525 shares worth $27.2M. The position accounts for 2.64% of the portfolio, ranked #10.

L.J. Altfest & Co first reported a position in USAR in Q3 2025 and has held it in 4 quarters since. 393 funds tracked by Wall St. Rank hold USAR as of Q2 2026.

  • L.J. Altfest & Co held 1,260,525 shares of USA Rare Earth Inc worth $27.2M as of Q2 2026.
  • L.J. Altfest & Co bought 91,671 USA Rare Earth Inc shares in Q2 2026, an estimated $2.09M.
  • USA Rare Earth Inc made up 2.64% of L.J. Altfest & Co's portfolio in Q2 2026, its #10 holding.
  • L.J. Altfest & Co first reported a position in USA Rare Earth Inc in Q3 2025 and has held it in 4 quarters since.
  • 393 funds tracked by Wall St. Rank held USA Rare Earth Inc as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.