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Equibles

Ghisallo Capital Management LLC

Position in USAR — USA Rare Earth, Inc.

CIK 1825214 Boston, MA
Back to USAR Full portfolio

Position in USAR

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$10,790,000
+$3,222,500 QoQ
Shares Held
500,000
0.0% QoQ
Ownership
0.204%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#39
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, 2026

Ghisallo Capital Management LLC holds $27,971,345 across 5 Other Industrial Metals & Mining names. USAR ranks #1 (38.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 USAR
USA Rare Earth, Inc.
This page 		500,000 $10,790,000
2 ALOY
Realloys Inc.
 701,754 $10,140,345
3 MP
MP Materials Corp. / DE
 100,000 $5,601,000
4 REA
Rare Earths Americas, Inc.
 50,000 $764,000
5 SBMT
Silver Bow Mining Corp.
 100,000 $676,000

All Filings in USAR

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $10,790,000 500,000
2026-03-31 $7,567,500 500,000