Waverly Advisors, LLC

Position in MP — MP Materials Corp. / DE

CIK 1568787 BIRMINGHAM, AL

Position in MP

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$209,255

-$12,881 QoQ

Shares Held

4,336

-1.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 13.952952029520297.ToString("F0")% Shared 0.ToString("F0")% None 86.04704797047971.ToString("F0")%

Basic Materials · as of Mar 31, 2026

Waverly Advisors, LLC holds $21,179,911 across 5 Other Industrial Metals & Mining names. MP ranks #4 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BHP	BHP Group Ltd	185,288	$13,477,849
2	VALE	Vale S.A.	262,682	$4,179,270
3	RIO	Rio Tinto PLC	35,449	$3,307,037
4	MP	MP Materials Corp. / DE This page	4,336	$209,255
5	WWR	Westwater Resources, Inc.	10,000	$6,500

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$209,255	4,336	-1.4%	Shares	Sole	2026-05-15
2025-12-31	$222,136	4,397	+31.6%	Shares	Sole	2026-02-17
2025-09-30	$224,147	3,342	—	Shares	Sole	2025-11-14
No filing history on record for this holder in this stock.