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

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
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BCA
Bayshore Capital Advisors Tampa, Florida $214M AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Sender Company & Partners's USAR Position: Q2 2026 in Review

Sender Company & Partners opened a new position in USA Rare Earth Inc (USAR) in Q2 2026: 216,120 shares worth $4.66M. The stake represents 1.35% of the portfolio and ranks #19 among its holdings. This is a return to the name: Sender Company & Partners previously reported a position in USAR as recently as Q4 2025.

Sender Company & Partners first reported a position in USAR in Q3 2025 and has held it in 3 quarters since. The position peaked at $6.75M in Q4 2025. 393 funds tracked by Wall St. Rank hold USAR as of Q2 2026.

  • Sender Company & Partners held 216,120 shares of USA Rare Earth Inc worth $4.66M as of Q2 2026.
  • USA Rare Earth Inc was a new Sender Company & Partners position in Q2 2026.
  • USA Rare Earth Inc made up 1.35% of Sender Company & Partners's portfolio in Q2 2026, its #19 holding.
  • Sender Company & Partners first reported a position in USA Rare Earth Inc in Q3 2025 and has held it in 3 quarters since.
  • Sender Company & Partners's USA Rare Earth Inc position peaked at $6.75M in Q4 2025.
  • 393 funds tracked by Wall St. Rank held USA Rare Earth Inc as of Q2 2026.

Based on Sender Company & Partners's 13F filing for Q2 2026, filed 14 Aug 2026.