REAVES W H & CO INC

Position in USAR — USA Rare Earth, Inc.

CIK 740913 JERSEY CITY, NJ

Position in USAR

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$43,160,000

+$8,046,800 QoQ

Shares Held

2,000,000

-13.8% QoQ

Ownership

0.817%

of shares outstanding

% of Portfolio

0.67%

of 13F equity value

Holder Rank

#13

of 393 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Basic Materials · as of Jun 30, 2026

REAVES W H & CO INC holds $193,943,332 across 3 Other Industrial Metals & Mining names. USAR ranks #2 (22.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MP	MP Materials Corp. / DE	2,606,844	$146,009,332
2	USAR	USA Rare Earth, Inc. This page	2,000,000	$43,160,000
3	LAC	Lithium Americas Corp.	1,240,000	$4,774,000

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$43,160,000	2,000,000	-13.8%	Shares	Sole	2026-07-30
2026-03-31	$35,113,200	2,320,000	—	Shares	Sole	2026-05-07
No filing history on record for this holder in this stock.