Position in LZM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,267,024
-$100,977 QoQ
Shares Held
377,091
+17.7% QoQ
Ownership
0.441%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LZM Over Time
Shares Held
Position Value (USD)
Position in Other Industrial Metals & Mining
Basic Materials · as of Mar 31, 2026GEODE CAPITAL MANAGEMENT, LLC holds $578,235,390 across 30 Other Industrial Metals & Mining names. LZM ranks #15 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TECK |
Teck Resources Ltd
|
4,529,150 | $234,383,512 | |
| 2 | MP |
MP Materials Corp. / DE
|
2,519,805 | $121,605,788 | |
| 3 | MTRN |
MATERION Corp
|
503,968 | $72,898,970 | |
| 4 | USAR |
USA Rare Earth, Inc.
|
4,317,842 | $65,350,538 | |
| 5 | UAMY |
United States Antimony Corp
|
2,716,876 | $23,718,327 | |
| 6 | CMP |
Compass Minerals International Inc
|
785,144 | $18,333,111 | |
| 7 | NB |
Niocorp Developments Ltd
|
1,556,532 | $6,942,132 | |
| 8 | GSM |
Ferroglobe PLC
|
1,592,749 | $6,562,125 |
All Filings in LZM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,267,024 | 377,091 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,368,001 | 320,375 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $1,778,298 | 324,507 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $1,353,452 | 328,508 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,812,180 | 433,536 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $3,047,859 | 438,541 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $3,062,157 | 437,451 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $3,373,193 | 439,218 | Shares | Defined | 2024-08-09 | |
| No filing history on record for this holder in this stock. | ||||||