Arosa Capital Management LP

Position in USAR — USA Rare Earth, Inc.

CIK 1596053 MIAMI BEACH, FL

Position in USAR

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

Position Value

$983,775

New position

Shares Held

65,000

first reported quarter

Ownership

0.029%

of shares outstanding

% of Portfolio

0.66%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Basic Materials · as of Mar 31, 2026

Arosa Capital Management LP holds $6,772,525 across 3 Other Industrial Metals & Mining names. USAR ranks #3 (14.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MTRN	MATERION Corp	25,000	$3,616,250
2	LAC	Lithium Americas Corp.	550,000	$2,172,500
3	USAR	USA Rare Earth, Inc. This page	65,000	$983,775

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$983,775	65,000	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.