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
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

Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCA
Bayshore Capital Advisors Tampa, Florida $237M AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
TOTUOP
Trustees of The University of Pennsylvania Philaldelphia, Pennsylvania $297M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

LMR Partners's USAR Position: Q1 2026 in Review

LMR Partners increased its USA Rare Earth Inc (USAR) stake by 633% in Q1 2026, buying an estimated $12.6M and bringing the position to 753,876 shares worth $11.4M. The position accounts for 0.03% of the portfolio, ranked #371.

LMR Partners first reported a position in USAR in Q2 2025 and has held it in 3 quarters since. 313 funds tracked by Wall St. Rank hold USAR as of Q1 2026.

  • LMR Partners held 753,876 shares of USA Rare Earth Inc worth $11.4M as of Q1 2026.
  • LMR Partners bought 651,000 USA Rare Earth Inc shares in Q1 2026, an estimated $12.6M.
  • USA Rare Earth Inc made up 0.03% of LMR Partners's portfolio in Q1 2026, its #371 holding.
  • LMR Partners first reported a position in USA Rare Earth Inc in Q2 2025 and has held it in 3 quarters since.
  • 313 funds tracked by Wall St. Rank held USA Rare Earth Inc as of Q1 2026.

Based on LMR Partners's 13F filing for Q1 2026, filed 15 May 2026.