LP
USAR

LMR Partners’s USA Rare Earth Inc USAR Stock Holding History

LMR Partners’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 		$16.3M Sell
753,676
-200
-0% -$4.56K 0.06% 290
2026
Q1 		$11.4M Buy
753,876
+651,000
+633% +$12.6M 0.03% 371
2025
Q4 		$1.22M Buy
+102,876
New +$1.96M ﹤0.01% 930
2025
Q3 		– Sell
-13,221
Closed -$145K – 1711
2025
Q2 		$145K Buy
+13,221
New +$140K ﹤0.01% 1148

Other funds holding USAR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BCA
Bayshore Capital Advisors Tampa, Florida $214M AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

LMR Partners's USAR Position: Q2 2026 in Review

LMR Partners reduced its USA Rare Earth Inc (USAR) stake by 0.03% in Q2 2026, selling an estimated $4.56K and leaving 753,676 shares worth $16.3M. The position accounts for 0.06% of the portfolio, ranked #290.

LMR Partners first reported a position in USAR in Q2 2025 and has held it in 4 quarters since. 392 funds tracked by Wall St. Rank hold USAR as of Q2 2026.

  • LMR Partners held 753,676 shares of USA Rare Earth Inc worth $16.3M as of Q2 2026.
  • LMR Partners sold 200 USA Rare Earth Inc shares in Q2 2026, an estimated $4.56K.
  • USA Rare Earth Inc made up 0.06% of LMR Partners's portfolio in Q2 2026, its #290 holding.
  • LMR Partners first reported a position in USA Rare Earth Inc in Q2 2025 and has held it in 4 quarters since.
  • 392 funds tracked by Wall St. Rank held USA Rare Earth Inc as of Q2 2026.

Based on LMR Partners's 13F filing for Q2 2026, filed 14 Aug 2026.