Position in USAR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$15,106,000
+$4,511,500 QoQ
Shares Held
700,000
0.0% QoQ
Ownership
0.286%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#32
of 393 holders
Holding Since
Mar 2026
2 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, 2026Yaupon Capital Management LP holds $25,021,000 across 2 Other Industrial Metals & Mining names. USAR ranks #1 (60.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USAR |
USA Rare Earth, Inc.
This page
|
700,000 | $15,106,000 | |
| 2 | SSMR |
Sunshine Silver Mining & Refining Co
|
750,000 | $9,915,000 |
All Filings in USAR
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,106,000 | 700,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $10,594,500 | 700,000 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||