Old West Investment Management’s MP Materials MP Stock Holding History

Old West Investment Management’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 Q2	$1.25M	Hold	22,300	–	–	0.13%	96
2026 Q1	$1.08M	Sell	22,300 -1,289	-5%	-$77.1K	0.12%	96
2025 Q4	$1.19M	Hold	23,589	–	–	0.21%	68
2025 Q3	$1.58M	Sell	23,589 -16,481	-41%	-$1.04M	0.36%	56
2025 Q2	$1.33M	Sell	40,070 -37,580	-48%	-$959K	0.44%	43
2025 Q1	$1.9M	Buy	+77,650	New	+$1.8M	0.68%	38
2024 Q2	–	Sell	-250,000	Closed	-$3.58M	–	61
2024 Q1	$3.58M	Hold	250,000	–	–	1.81%	20
2023 Q4	$4.96M	Buy	250,000 +90,000	+56%	+$1.54M	2.55%	13
2023 Q3	$3.06M	Buy	160,000 +90,000	+129%	+$2M	1.54%	19
2023 Q2	$1.6M	Buy	+70,000	New	+$1.6M	0.84%	25

Other funds holding MP

Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Old West Investment Management's MP Position: Q2 2026 in Review

Old West Investment Management held its MP Materials (MP) position steady in Q2 2026 at 22,300 shares worth $1.25M. The position accounts for 0.13% of the portfolio, ranked #96.

Old West Investment Management first reported a position in MP in Q2 2023 and has held it in 10 quarters since. The position peaked at $4.96M in Q4 2023. 757 funds tracked by Wall St. Rank hold MP as of Q2 2026.

Old West Investment Management held 22,300 shares of MP Materials worth $1.25M as of Q2 2026.
Old West Investment Management left its MP Materials share count unchanged in Q2 2026.
MP Materials made up 0.13% of Old West Investment Management's portfolio in Q2 2026, its #96 holding.
Old West Investment Management first reported a position in MP Materials in Q2 2023 and has held it in 10 quarters since.
Old West Investment Management's MP Materials position peaked at $4.96M in Q4 2023.
757 funds tracked by Wall St. Rank held MP Materials as of Q2 2026.

Based on Old West Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.