Sandler Capital Management’s MP Materials MP Stock Holding History

Sandler 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
2025 Q3	–	Sell	-35,000	Closed	-$1.16M	–	177
2025 Q2	$1.16M	Buy	+35,000	New	+$893K	0.32%	111
2023 Q1	–	Sell	-665,000	Closed	-$16.1M	–	108
2022 Q4	$16.1M	Buy	+665,000	New	+$20.1M	1.65%	23
2022 Q1	–	Sell	-399,500	Closed	-$18.1M	–	125
2021 Q4	$18.1M	Buy	399,500 +175,500	+78%	+$6.92M	1.57%	21
2021 Q3	$7.22M	Buy	224,000 +74,900	+50%	+$2.6M	0.64%	57
2021 Q2	$5.5M	Sell	149,100 -194,900	-57%	-$6.06M	0.43%	76
2021 Q1	$12.4M	Buy	+344,000	New	+$12.7M	1.06%	36

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

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

Sandler Capital Management opened a new position in MP Materials (MP) in Q2 2026: 14,192 shares worth $795K. The stake represents 0.39% of the portfolio and ranks #94 among its holdings. This is a return to the name: Sandler Capital Management previously reported a position in MP as recently as Q3 2022.

Sandler Capital Management first reported a position in MP in Q1 2021 and has held it in 8 quarters since. The position peaked at $19.7M in Q1 2022. 757 funds tracked by Wall St. Rank hold MP as of Q2 2026.

Sandler Capital Management held 14,192 shares of MP Materials worth $795K as of Q2 2026.
MP Materials was a new Sandler Capital Management position in Q2 2026.
MP Materials made up 0.39% of Sandler Capital Management's portfolio in Q2 2026, its #94 holding.
Sandler Capital Management first reported a position in MP Materials in Q1 2021 and has held it in 8 quarters since.
Sandler Capital Management's MP Materials position peaked at $19.7M in Q1 2022.
757 funds tracked by Wall St. Rank held MP Materials as of Q2 2026.

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