PCM
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Polymer Capital Management’s MP Materials MP Stock Holding History

Polymer Capital 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
Q1 		– Sell
-20,000
Closed -$1.01M – 940
2025
Q4 		$1.01M Buy
20,000
+10,000
+100% +$634K 0.11% 276
2025
Q3 		$671K Sell
10,000
-15,000
-60% -$944K 0.07% 335
2025
Q2 		$832K Buy
+25,000
New +$638K 0.1% 204

Other funds holding MP

HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Polymer Capital Management's MP Position: Q1 2026 in Review

Polymer Capital Management sold out of MP Materials (MP) in Q1 2026, closing a stake of 1,679 shares — an estimated $84.8K sold.

Polymer Capital Management first reported a position in MP in Q2 2025 and held it in 3 quarters. The position peaked at $3.68M in Q3 2025. 710 funds tracked by Wall St. Rank hold MP as of Q1 2026.

  • Polymer Capital Management reported no remaining MP Materials position as of Q1 2026 after selling out during the quarter.
  • Polymer Capital Management sold 1,679 MP Materials shares in Q1 2026, an estimated $84.8K.
  • Polymer Capital Management first reported a position in MP Materials in Q2 2025 and held it in 3 quarters.
  • Polymer Capital Management's MP Materials position peaked at $3.68M in Q3 2025.
  • 710 funds tracked by Wall St. Rank held MP Materials as of Q1 2026.

Based on Polymer Capital Management's 13F filing for Q1 2026, filed 14 May 2026.