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Oak Thistle LLC’s MP Materials MP Stock Holding History

Oak Thistle LLC’s Portfolio MP Stock Details MP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.75M Buy
37,080
+9,524
+35% +$483K 0.16% 250
2026
Q2 		$1.54M Buy
+27,556
New +$1.68M 0.15% 253
2025
Q4 		– Sell
-17,909
Closed -$1.2M – 598
2025
Q3 		$1.2M Buy
+17,909
New +$1.13M 0.18% 227

Other funds holding MP

Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Portman Square Capital
Portman Square Capital London, United Kingdom $1.77B AUM 15.29% 1-Year Est. Return
Covea Finance
Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return
Skylands Capital
Skylands Capital Milwaukee, Wisconsin $762M AUM 14.92% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Overbrook Management Corp
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Strengthening Families & Communities LLC
Strengthening Families & Communities LLC Boston, Massachusetts $459M AUM 29.64% 1-Year Est. Return
Bourgeon Capital Management
Bourgeon Capital Management Darien, Connecticut $696M AUM 39.92% 1-Year Est. Return

Oak Thistle LLC's MP Position: Q3 2026 in Review

Oak Thistle LLC increased its MP Materials (MP) stake by 35% in Q3 2026, buying an estimated $483K and bringing the position to 37,080 shares worth $1.75M. The position accounts for 0.16% of the portfolio, ranked #250.

Oak Thistle LLC first reported a position in MP in Q3 2025 and has held it in 3 quarters since. 109 funds tracked by Wall St. Rank hold MP as of Q3 2026.

  • Oak Thistle LLC held 37,080 shares of MP Materials worth $1.75M as of Q3 2026.
  • Oak Thistle LLC bought 9,524 MP Materials shares in Q3 2026, an estimated $483K.
  • MP Materials made up 0.16% of Oak Thistle LLC's portfolio in Q3 2026, its #250 holding.
  • Oak Thistle LLC first reported a position in MP Materials in Q3 2025 and has held it in 3 quarters since.
  • 109 funds tracked by Wall St. Rank held MP Materials as of Q3 2026.

Based on Oak Thistle LLC's 13F filing for Q3 2026, filed 21 Oct 2026.