Position in USAR
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$17,690,605
+$3,245,743 QoQ
Shares Held
1,168,854
-3.7% QoQ
Ownership
0.524%
of shares outstanding
% of Portfolio
6.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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 Mar 31, 2026ALTFEST L J & CO INC holds $18,110,756 across 2 Other Industrial Metals & Mining names. USAR ranks #1 (97.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USAR |
USA Rare Earth, Inc.
This page
|
1,168,854 | $17,690,605 | |
| 2 | MP |
MP Materials Corp. / DE
|
8,706 | $420,151 |
All Filings in USAR
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,690,605 | 1,168,854 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $14,444,862 | 1,213,854 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $13,553,919 | 788,477 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||