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Which hedge funds own USAR? USA RARE EARTH INC, Q2 2026 13F holders

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37 tracked hedge funds disclosed a position in USAR (USA RARE EARTH INC) in their Q2 2026 13F filings, worth $585.7m in total. The largest holder by portfolio weight is Bayshore Capital Advisors, LLC at 44.7% of its book. 13 opened a new position this quarter: Sender Co & Partners, Inc., Acasta Partners UK LLP, FNY Investment Advisers, LLC, ArrowMark Colorado Holdings LLC. 12 exited: Newtyn Management, LLC, Arosa Capital Management LP, Seven Grand Managers, LLC.

37
Holders
Tracked managers whose filing for the quarter reports a long equity position in the security.
13
New this quarter
Holders whose previous filing (at most two quarters earlier) did not report the security.
12
Exited this quarter
Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
$22.7m
Inflow, new holders
Combined value of the positions the new holders reported for the quarter.
$70.0m
Outflow, exits
Combined value the exiting managers reported for the security in their previous filing.
$586m
Combined value
Sum of the holders' reported positions in the security.
3.0%
Share of managers holding
Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.

Holders, Q2 2026

37 rows
Bayshore Capital Advisors, LLC Hedge fund44.7%$95.8m4.44m−49%reduced
Sender Co & Partners, Inc. Hedge fund2.0%$4.7m216,120–new
Acasta Partners UK LLP Hedge fund1.1%$2.1m97,900–new
P Schoenfeld Asset Management LP Hedge fund0.9%$1.5m70,0050.0%held
Alyeska Investment Group, L.P. Hedge fund0.6%$244m11.29m−32%reduced
SIR Capital Management, L.P. Hedge fund0.6%$5.4m250,414+200%added
Zimmer Partners, LP Hedge fund0.6%$24.4m1.13m−1.7%reduced
Yaupon Capital Management LP Hedge fund0.5%$15.1m700,0000.0%held
Pilgrim Partners Asia Pte Ltd Hedge fund0.2%$561k26,000−57%reduced
FNY Investment Advisers, LLC Hedge fund0.2%$666k30,900–new
Ghisallo Capital Management LLC Hedge fund0.2%$10.8m500,0000.0%held
Formula Growth Ltd Hedge fund0.2%$540k25,000+67%added
Warberg Asset Management LLC Hedge fund0.2%$547k25,3330.0%held
ArrowMark Colorado Holdings LLC Hedge fund0.1%$3.4m157,634–new
Renaissance Technologies LLC Hedge fund0.1%$85.3m3.95m+314%added
Rokos Capital Management LLP Hedge fund0.09%$7.5m345,985–new
Mariner Investment Group LLC Hedge fund0.08%$324k15,000–new
Twin Tree Management, LP Hedge fund0.07%$432k20,025–new
Weiss Asset Management LP Hedge fund0.07%$5.8m269,480−76%reduced
Qsemble Capital Management, LP Hedge fund0.04%$301k13,945–new
Caption Management, LLC Hedge fund0.04%$1.0m47,000–new
Centiva Capital, LP Hedge fund0.03%$771k35,739–new
Verition Fund Management LLC Hedge fund0.02%$3.4m158,410+57%added
Ardsley Advisory Partners LP Hedge fund0.02%$216k10,000–new
Squarepoint Ops LLC Hedge fund0.02%$11.8m546,156+1461%added
Citadel Advisors LLC Hedge fund0.02%$37.9m1.75m+88%added
Lighthouse Investment Partners, LLC Hedge fund0.02%$622k28,840−28%reduced
Bridgewater Associates, LP Hedge fund0.02%$4.0m186,950+7.2%added
Jain Global LLC Hedge fund0.01%$1.2m55,681−87%reduced
Soros Fund Management Family office0.01%$674k31,221+49%added
Millennium Management LLC Hedge fund0.01%$9.0m417,669−10%reduced
Hudson Bay Capital Management LP Hedge fund0.01%$1.1m50,847–new
Y-Intercept (Hong Kong) Ltd Hedge fund0.0%$236k10,941–new
D. E. Shaw & Co., Inc. Hedge fund0.0%$4.3m200,694+79%added
ExodusPoint Capital Management, LP Hedge fund0.0%$254k11,749−87%reduced
Elequin Capital, LP Hedge fund0.0%$10.1k467−4.9%reduced
AQR Capital Management LLC Hedge fund0.0%$361k16,730+48%added