Position in USAR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,340,385
+$3,340,385 QoQ
Shares Held
220,706
Ownership
0.099%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Derivatives in USAR
reported options exposure · as of Mar 31, 2026CallValue
$8,551,275
CallShares
565,000
PutValue
$3,161,701
PutShares
208,900
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 Mar 31, 2026Point72 Asset Management, L.P. holds $121,976,286 across 20 Other Industrial Metals & Mining names. USAR ranks #7 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VALE |
Vale S.A.
|
2,875,351 | $45,746,834 | |
| 2 | SGML |
Sigma Lithium Corp
|
2,477,008 | $30,566,278 | |
| 3 | ALM |
Almonty Industries Inc.
|
1,012,563 | $14,661,912 | |
| 4 | SKE |
Skeena Resources Ltd
|
326,857 | $9,714,190 | |
| 5 | LAR |
Lithium Argentina AG
|
696,173 | $4,650,435 | |
| 6 | NEXA |
Nexa Resources S.A.
|
364,903 | $3,864,322 | |
| 7 | USAR |
USA Rare Earth, Inc.
This page
|
220,706 | $3,340,385 | |
| 8 | NB |
Niocorp Developments Ltd
|
505,835 | $2,256,024 |
All Filings in USAR
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,551,275 | 565,000 | Call | Defined | 2026-05-15 | |
| 2026-03-31 | $3,161,701 | 208,900 | Put | Defined | 2026-05-15 | |
| 2026-03-31 | $3,340,385 | 220,706 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,359,770 | 198,300 | Call | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||