InvestorLens

USAR — USA RARE EARTH INC

Public company

Sign in to save6 tracked investors reported this
For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying USAR?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
50
Institutional Conviction
Net distribution · 1 buying vs 1 selling last quarter
43
Macro Tailwind
Macro conditions are mixed for this sector
52
Why? — Evidence & Confidence ▾

Of 2 tracked investors who changed their USAR position last quarter, 1 bought and 1 sold (50% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 52/100 in a Squeeze regime).

Supporting evidence
  • +1 tracked investor added or increased positions last quarter (George Soros)
  • +6 tracked investors reported holding USAR at their latest filing
Contradicting evidence — always shown
  • −1 tracked investor reduced or exited last quarter (1 reduced, 0 sold out)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 8/4/2026.

About USA RARE EARTH INC (USAR)

USA RARE EARTH INC (USAR) appears in the most recent 13F filings of 6 tracked institutional investors. The largest disclosed position is held by Ken Griffin (Citadel Advisors), valued at $83M. Across recent filings, tracked investors recorded 2 new positions, 0 increased, 1 reduced, and 0 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in USAR

67
/100
Institutional Accumulation
Added / Increased2
Reduced1
Exited0
BearishBullish
Crowded Trade Score™

How many top investors track USAR

40
/100
Moderate Interest
6investors

Several tracked investors have exposure.

UndiscoveredCrowded
151015+

USAR Ownership Composition

How USA RARE EARTH INC is held across tracked investor types, based on reported 13F positions.

Dominant Type
Other
86% of tracked value
Institutions
6
tracked investors
Total Reported
$112.2M
combined 13F value
Sectors2
  • Other86.3%
  • Hedge Funds13.7%
Other(4)
86.3%
Hedge Funds(2)
13.7%

Tracked investors reporting USAR

  • Ken GriffinMar 31, 2026
    Citadel Advisors
    Shares
    5.5M
    Value
    $83.5M
    % Portfolio
    0.01%
  • Steve CohenMar 31, 2026
    Point72 Asset Management
    Shares
    994.6K
    Value
    $15.1M
    % Portfolio
    0.02%
  • Izzy EnglanderMar 31, 2026
    Millennium Management
    Shares
    466.1K
    Value
    $7.1M
    % Portfolio
    0.00%
  • Paul Tudor JonesMar 31, 2026
    Tudor Investment Corp
    Shares
    244.4K
    Value
    $3.7M
    % Portfolio
    0.01%
  • Ray DalioMar 31, 2026
    Bridgewater Associates
    Shares
    174.5K
    Value
    $2.6M
    % Portfolio
    0.01%
  • George SorosMar 31, 2026
    Soros Fund Management
    Shares
    21K
    Value
    $317.7K
    % Portfolio
    0.00%

Recent activity

Frequently asked questions

How many institutional investors hold USAR?
6 tracked institutional investors disclosed a position in USAR (USA RARE EARTH INC) in their most recent 13F filing.
Who is the largest institutional holder of USAR?
Ken Griffin, Citadel Advisors, holds the largest disclosed position in USAR, valued at $83M.
Did institutional ownership of USAR increase or decrease?
Across recent 13F filings, tracked investors recorded 2 new positions, 0 increased, 1 reduced, and 0 fully exited USAR.
Where does this USAR ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.
USAR (USA RARE EARTH INC) — Institutional Holders & 13F — InvestorLens