Position in USAR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,403,934
+$4,140,162 QoQ
Shares Held
250,414
+199.9% QoQ
Ownership
0.102%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#56
of 391 holders
Holding Since
Dec 2025
3 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 Jun 30, 2026SIR Capital Management, L.P. holds $10,157,715 across 2 Other Industrial Metals & Mining names. USAR ranks #1 (53.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USAR |
USA Rare Earth, Inc.
This page
|
250,414 | $5,403,934 | |
| 2 | SGML |
Sigma Lithium Corp
|
375,793 | $4,753,781 |
All Filings in USAR
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,403,934 | 250,414 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,263,772 | 83,500 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,814,750 | 152,500 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||