SCP
USAR

Sender Company & Partners’s USA Rare Earth Inc USAR Stock Holding History

Sender Company & Partners’s Portfolio USAR Stock Details USAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-280,200
Closed -$3.33M – 129
2025
Q4 		$3.33M Buy
280,200
+241,300
+620% +$4.6M 1.55% 20
2025
Q3 		$669K Buy
+38,900
New +$556K 0.07% 223

Other funds holding USAR

Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 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
BCA
Bayshore Capital Advisors Tampa, Florida $237M AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
TOTUOP
Trustees of The University of Pennsylvania Philaldelphia, Pennsylvania $297M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sender Company & Partners's USAR Position: Q1 2026 in Review

Sender Company & Partners sold out of USA Rare Earth Inc (USAR) in Q1 2026, closing a stake of 567,127 shares — an estimated $6.75M sold.

Sender Company & Partners first reported a position in USAR in Q3 2025 and held it in 2 quarters. The position peaked at $6.75M in Q4 2025. 313 funds tracked by Wall St. Rank hold USAR as of Q1 2026.

  • Sender Company & Partners reported no remaining USA Rare Earth Inc position as of Q1 2026 after selling out during the quarter.
  • Sender Company & Partners sold 567,127 USA Rare Earth Inc shares in Q1 2026, an estimated $6.75M.
  • Sender Company & Partners first reported a position in USA Rare Earth Inc in Q3 2025 and held it in 2 quarters.
  • Sender Company & Partners's USA Rare Earth Inc position peaked at $6.75M in Q4 2025.
  • 313 funds tracked by Wall St. Rank held USA Rare Earth Inc as of Q1 2026.

Based on Sender Company & Partners's 13F filing for Q1 2026, filed 15 May 2026.