Ticker · CUSIP 91733P107

USAR

USA RARE EARTH INC

Basic Materials·Other Industrial Metals & Mining

···Share

Holders (tracked)

Combined shares

5,587,522

Combined value

$66.49M

Last close

$19.95

Quarter

2025Q4

Price is +67.6% vs the avg quarter-end implied price across tracked holders.

Price · 1Y$19.95+5.86 (+41.59%)H $38.68 · L $8.07 · Avg Vol 11.0M

Position opened

Tracked holders · last 8 quarters

+8 vs previous quarter over the last 3.

SEC event timeline

11 events

Paul Tudor Jones (Tudor Investment) opened position2026-02-17
+282,800 shares · 2025Q4
Position
Ken Griffin (Citadel Advisors) added2026-02-17
+23,554 shares · 2025Q4
Position
D.E. Shaw & Co. opened position2026-02-17
+205,441 shares · 2025Q4
Position
AQR Capital Management opened position2026-02-17
+11,950 shares · 2025Q4
Position
Steve Cohen (Point72) opened position2026-02-17
+198,300 shares · 2025Q4
Position
T. Rowe Price opened position2026-02-17
+64,450 shares · 2025Q4
Position
Izzy Englander (Millennium Mgmt) trimmed2026-02-17
−427,713 shares · 2025Q4
Position
Ray Dalio (Bridgewater Associates) opened position2026-02-13
+273,005 shares · 2025Q4
Position
Renaissance Technologies added2026-02-12
+161,600 shares · 2025Q4
Position
Izzy Englander (Millennium Mgmt) opened position2025-11-14
+463,392 shares · 2025Q3
Position
Renaissance Technologies opened position2025-11-13
+951,400 shares · 2025Q3
Position

Insider activity

No insider transactions in the last 30 days.

View full insider history for USAR →

Follow-the-investor returns

If you'd copied each holder of USAR…

Cost basis inferred from each manager's quarter-over-quarter position changes. Sorted by % return on the position they're still holding.

Investor	First in	Cost basis	Return	Position value today
Ray Dalio (Bridgewater Associates)	2025Q4	$11.90	+67.6%	$5.4M
Paul Tudor Jones (Tudor Investment)	2025Q4	$11.90	+67.6%	$4.0M
Steve Cohen (Point72)	2025Q4	$11.90	+67.6%	$4.0M
Paul Tudor Jones (Tudor Investment)	2025Q4	$11.90	+67.6%	$4.0M
D.E. Shaw & Co.	2025Q4	$11.90	+67.6%	$4.1M
AQR Capital Management	2025Q4	$11.90	+67.6%	$238K
T. Rowe Price	2025Q4	$11.90	+67.6%	$1.3M
Ken Griffin (Citadel Advisors)	2025Q2	$12.71	+56.9%	$23.5M
Ken Griffin (Citadel Advisors)	2025Q2	$12.71	+56.9%	$23.5M
Ken Griffin (Citadel Advisors)	2025Q2	$12.71	+56.9%	$23.5M
Izzy Englander (Millennium Mgmt)	2025Q3	$15.81	+26.2%	$712K
Izzy Englander (Millennium Mgmt)	2025Q3	$15.81	+26.2%	$712K
Renaissance Technologies	2025Q3	$16.42	+21.5%	$22.2M

Who moved on this name in 2025Q4

Position changes reported for the latest quarter, grouped by direction.

New positions6

Paul Tudor Jones (Tudor Investment)
+282,800
$3.4M
Ray Dalio (Bridgewater Associates)
+273,005
$3.2M
D.E. Shaw & Co.
+205,441
$2.4M
Steve Cohen (Point72)
+198,300
$2.4M
AQR Capital Management
+11,950
$142K
T. Rowe Price
+64,450
$767

Added to2

Renaissance Technologies
+161,600
$1.9M
Ken Griffin (Citadel Advisors)
+23,554
$280K

Trimmed1

Izzy Englander (Millennium Mgmt)
−427,713
$5.1M

Exited0

—

Institutional ownership over time

Distinct super-investors holding this ticker · combined dollar value, by quarter.

Quarter	Holders	Shares	Combined value	Δ holders
2025Q2	3	156,643	$1.7M	—
2025Q3	5	4,806,535	$82.6M	+2
2025Q4	13	5,587,522	$66.5M	+8

Who owns USAR

13 super-investors · 2025Q4

Tracked stake

5.59M

Combined value

$66M

% of shares outstanding

—

shares-out unknown

Quarter action mix

New7Added4Trim2

#	Manager	Shares	Value	% of book	Last action	8Q trend
1	Ken Griffin Citadel Advisors	1.63M	$19M	0.0%	Added+23.6K
2	Ken Griffin Citadel Advisors	1.18M	$14M	0.0%	Added+23.6K
3	Renaissance Technologies	1.11M	$13M	0.0%	Added+161.6K
4	Ken Griffin Citadel Advisors	568.8K	$7M	0.0%	Added+23.6K
5	Ray Dalio Bridgewater Associates	273.0K	$3M	0.0%	New+273.0K	—
6	D.E. Shaw & Co.	205.4K	$2M	0.0%	New+205.4K	—
7	Paul Tudor Jones Tudor Investment	202.2K	$2M	0.0%	New+282.8K
8	Steve Cohen Point72	198.3K	$2M	0.0%	New+198.3K	—
9	Paul Tudor Jones Tudor Investment	80.6K	$959K	0.0%	New+282.8K
10	T. Rowe Price	64.5K	$767K	0.0%	New+64.5K	—
11	Izzy Englander Millennium Mgmt	35.7K	$425K	0.0%	Trim−427.7K
12	Izzy Englander Millennium Mgmt	26.4K	$314K	0.0%	Trim−427.7K
13	AQR Capital Management	11.9K	$142K	0.0%	New+11.9K	—

Recent moves

11 transactions

NEWPaul Tudor Jones (Tudor Investment)
+282,800 · 2025Q4
ADDKen Griffin (Citadel Advisors)
+23,554 · 2025Q4
NEWD.E. Shaw & Co.
+205,441 · 2025Q4
NEWAQR Capital Management
+11,950 · 2025Q4
NEWSteve Cohen (Point72)
+198,300 · 2025Q4
NEWT. Rowe Price
+64,450 · 2025Q4
TRIMIzzy Englander (Millennium Mgmt)
−427,713 · 2025Q4
NEWRay Dalio (Bridgewater Associates)
+273,005 · 2025Q4
ADDRenaissance Technologies
+161,600 · 2025Q4
NEWIzzy Englander (Millennium Mgmt)
+463,392 · 2025Q3
NEWRenaissance Technologies
+951,400 · 2025Q3

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