Annis Gardner Whiting Capital Advisors, LLC
Position in USAR — USA Rare Earth, Inc.
CIK 1998414
TAMPA, FL
Position in USAR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,500,392
+$994,626 QoQ
Shares Held
69,527
+108.1% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#109
of 386 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in USAR Over Time
Shares Held
Position Value (USD)
Position in Other Industrial Metals & Mining
Basic Materials · as of Jun 30, 2026Annis Gardner Whiting Capital Advisors, LLC holds $1,500,392 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
|
69,527 | $1,500,392 |
All Filings in USAR
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,500,392 | 69,527 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $505,766 | 33,417 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $397,662 | 33,417 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $574,438 | 33,417 | Shares | Sole | 2025-11-03 | |
| No filing history on record for this holder in this stock. | ||||||