Position in USAR
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$191,609
New position
Shares Held
12,660
first reported quarter
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Derivatives in USAR
reported options exposure · as of Mar 31, 2026CallValue
$7,567
CallShares
500
PutValue
$0
PutShares
0
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, 2026Concurrent Investment Advisors, LLC holds $5,278,007 across 8 Other Industrial Metals & Mining names. USAR ranks #4 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MP |
MP Materials Corp. / DE
|
77,388 | $3,734,743 | |
| 2 | RIO |
Rio Tinto PLC
|
7,298 | $680,830 | |
| 3 | BHP |
BHP Group Ltd
|
5,190 | $377,519 | |
| 4 | USAR |
USA Rare Earth, Inc.
This page
|
12,660 | $191,609 | |
| 5 | TECK |
Teck Resources Ltd
|
2,653 | $137,292 | |
| 6 | TMC |
TMC the metals Co Inc.
|
18,967 | $88,575 | |
| 7 | LAC |
Lithium Americas Corp.
|
13,484 | $53,261 | |
| 8 | OMEX |
Odyssey Marine Exploration Inc
|
17,000 | $14,178 |
All Filings in USAR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,567 | 500 | Call | Sole | 2026-04-21 | |
| 2026-03-31 | $191,609 | 12,660 | Shares | Sole | 2026-04-21 | |
| No filing history on record for this holder in this stock. | ||||||