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Caption Management, LLC

Position in USAR — USA Rare Earth, Inc.

CIK 1706766 OKLAHOMA CITY, OK

Position in USAR

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$1,014,260
+$1,014,260 QoQ
Shares Held
47,000
Ownership
0.019%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#139
of 386 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Derivatives in USAR

reported options exposure · as of Jun 30, 2026
CallValue
$0
CallShares
0
PutValue
$4,499,430
PutShares
208,500

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 Jun 30, 2026

Caption Management, LLC holds $3,920,853 across 10 Other Industrial Metals & Mining names. USAR ranks #2 (25.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 USAR
USA Rare Earth, Inc.
This page
47,000 $1,014,260

All Filings in USAR

Export CSV
6 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,014,260 47,000
2026-06-30 $4,499,430 208,500
2025-12-31 $892,500 75,000
2025-12-31 $1,190,000 100,000
2025-09-30 $1,547,100 90,000
2025-09-30 $171,900 10,000