Position in USAR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,542,149
+$4,542,149 QoQ
Shares Held
300,109
Ownership
0.135%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Derivatives in USAR
reported options exposure · as of Sep 30, 2025CallValue
$0
CallShares
0
PutValue
$1,547,100
PutShares
90,000
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, 2026Clear Street Group Inc. holds $14,405,177 across 8 Other Industrial Metals & Mining names. USAR ranks #1 (31.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USAR |
USA Rare Earth, Inc.
This page
|
300,109 | $4,542,149 | |
| 2 | CRML |
Critical Metals Corp.
|
487,291 | $3,869,090 | |
| 3 | MP |
MP Materials Corp. / DE
|
60,019 | $2,896,516 | |
| 4 | ALOY |
Realloys Inc.
|
170,723 | $1,666,256 | |
| 5 | VALE |
Vale S.A.
|
67,005 | $1,066,049 | |
| 6 | LAC |
Lithium Americas Corp.
|
92,228 | $364,300 | |
| 7 | EMAT |
Evolution Metals & Technologies Corp.
|
100 | $759 | |
| 8 | ELVR |
Elevra Lithium Ltd
|
1 | $58 |
All Filings in USAR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,542,149 | 300,109 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $1,547,100 | 90,000 | Put | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||