Position in USAR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$47,296,875
+$10,109,375 QoQ
Shares Held
3,125,000
0.0% QoQ
Ownership
1.40%
of shares outstanding
% of Portfolio
100.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
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 Mar 31, 2026Inflection Point Holdings II LLC holds $47,296,875 across 1 Other Industrial Metals & Mining name. USAR ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USAR |
USA Rare Earth, Inc.
This page
|
3,125,000 | $47,296,875 |
All Filings in USAR
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $47,296,875 | 3,125,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $37,187,500 | 3,125,000 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||