SummitTX Capital, L.P.

Position in USAR — USA Rare Earth, Inc.

CIK 2052310 FORT WORTH, TX

Position in USAR

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$483,063

+$198,975 QoQ

Shares Held

31,917

+33.7% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Basic Materials · as of Mar 31, 2026

SummitTX Capital, L.P. holds $18,487,492 across 5 Other Industrial Metals & Mining names. USAR ranks #3 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RIO	Rio Tinto PLC	113,025	$10,544,102
2	VALE	Vale S.A.	442,804	$7,045,011
3	USAR	USA Rare Earth, Inc. This page	31,917	$483,063
4	ALM	Almonty Industries Inc.	17,203	$249,099
5	TMQ	Trilogy Metals Inc.	46,300	$166,217

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$483,063	31,917	+33.7%	Shares	Sole	2026-05-15
2025-12-31	$284,088	23,873	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.