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 $5.71B AUM 63.42% 1-Year Est. Return
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Polymer Capital Management's MP Position: Q2 2026 in Review

Polymer Capital Management opened a new position in MP Materials (MP) in Q2 2026: 6,177 shares worth $346K. The stake represents 0.05% of the portfolio and ranks #487 among its holdings. This is a return to the name: Polymer Capital Management previously reported a position in MP as recently as Q4 2025.

Polymer Capital Management first reported a position in MP in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.68M in Q3 2025. 757 funds tracked by Wall St. Rank hold MP as of Q2 2026.

  • Polymer Capital Management held 6,177 shares of MP Materials worth $346K as of Q2 2026.
  • MP Materials was a new Polymer Capital Management position in Q2 2026.
  • MP Materials made up 0.05% of Polymer Capital Management's portfolio in Q2 2026, its #487 holding.
  • Polymer Capital Management first reported a position in MP Materials in Q2 2025 and has held it in 4 quarters since.
  • Polymer Capital Management's MP Materials position peaked at $3.68M in Q3 2025.
  • 757 funds tracked by Wall St. Rank held MP Materials as of Q2 2026.

Based on Polymer Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.