LMR Partners LLP

Position in USAR — USA Rare Earth, Inc.

CIK 1578621 LONDON, X0

Position in USAR

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

Position Value

$11,409,913

+$10,185,689 QoQ

Shares Held

753,876

+632.8% QoQ

Ownership

0.338%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Basic Materials · as of Mar 31, 2026

LMR Partners LLP holds $26,057,913 across 3 Other Industrial Metals & Mining names. USAR ranks #1 (43.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USAR	USA Rare Earth, Inc. This page	753,876	$11,409,913
2	RIO	Rio Tinto PLC	105,000	$9,795,450
3	VALE	Vale S.A.	305,000	$4,852,550

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$11,409,913	753,876	+632.8%	Shares	Sole	2026-05-15
2025-12-31	$1,224,224	102,876	+678.1%	Shares	Sole	2026-02-17
2025-06-30	$144,836	13,221	—	Shares	Sole	2025-08-14
No filing history on record for this holder in this stock.