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Equibles

D. E. Shaw & Co., Inc.

Position in USAR — USA Rare Earth, Inc.

CIK 1009207 New York, NY
Back to USAR Full portfolio

Position in USAR

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$4,330,976
+$2,632,784 QoQ
Shares Held
200,694
+78.9% QoQ
Ownership
0.082%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#65
of 393 holders
Holding Since
Sep 2023
8 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in USAR Over Time

Shares Held

Position Value (USD)

Derivatives in USAR

reported options exposure · as of Jun 30, 2026
CallValue
$18,235,100
CallShares
845,000
PutValue
$0
PutShares
0

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Other Industrial Metals & Mining

Basic Materials · as of Jun 30, 2026

D. E. Shaw & Co., Inc. holds $524,114,359 across 18 Other Industrial Metals & Mining names. USAR ranks #9 (0.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MP
MP Materials Corp. / DE
 5,828,919 $326,477,752
2 VALE
Vale S.A.
 3,821,030 $57,468,291
3 LAR
Lithium Argentina AG
 5,866,986 $48,519,973
4 SGML
Sigma Lithium Corp
 3,059,997 $38,708,962
5 LAC
Lithium Americas Corp.
 4,090,933 $15,750,091
6 ALM
Almonty Industries Inc.
 543,885 $9,006,735
7 CMP
Compass Minerals International Inc
 177,420 $5,523,084
8 RIO
Rio Tinto PLC
 54,640 $5,186,975

All Filings in USAR

Export CSV
5 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $18,235,100 845,000
2026-06-30 $4,330,976 200,694
2026-03-31 $1,698,192 112,203
2026-03-31 $7,567,500 500,000
2025-12-31 $2,444,747 205,441