Position in USAR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$65,350,538
+$39,526,384 QoQ
Shares Held
4,317,842
+99.0% QoQ
Ownership
1.94%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in USAR Over Time
Shares Held
Position Value (USD)
Position in Other Industrial Metals & Mining
Basic Materials · as of Mar 31, 2026GEODE CAPITAL MANAGEMENT, LLC holds $343,851,878 across 29 Other Industrial Metals & Mining names. USAR ranks #3 (19.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MP |
MP Materials Corp. / DE
|
2,519,805 | $121,605,788 | |
| 2 | MTRN |
MATERION Corp
|
503,968 | $72,898,970 | |
| 3 | USAR |
USA Rare Earth, Inc.
This page
|
4,317,842 | $65,350,538 | |
| 4 | UAMY |
United States Antimony Corp
|
2,716,876 | $23,718,327 | |
| 5 | CMP |
Compass Minerals International Inc
|
785,144 | $18,333,111 | |
| 6 | NB |
Niocorp Developments Ltd
|
1,556,532 | $6,942,132 | |
| 7 | GSM |
Ferroglobe PLC
|
1,592,749 | $6,562,125 | |
| 8 | CRML |
Critical Metals Corp.
|
804,787 | $6,390,007 |
All Filings in USAR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $65,350,538 | 4,317,842 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $25,824,154 | 2,170,097 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $11,914,508 | 693,107 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $7,156,791 | 653,290 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $152,925 | 25,745 | Shares | Defined | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||