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USAR · Basic Materials

USA RARE EARTH INC

USA Basic Materials Filing: 2025-12-31
Smart-money confidence · 1 of 3 sources firing
Bearish — money moving out

No standout activity across the feeds we track.

Hedge funds
26
Congress
No data
Insiders
No data
Cross-source blend of hedge-fund breadth, Congress trades, and insider Form 4s.  ·  how the score works
◆ Next steps Interested in USA RARE EARTH INC? Here's what to do with it.
Not financial advice. Bogen Capital surfaces public SEC filings — you decide what to do with them.
Market cap
$3.7B
Industry
Other Industrial Metals & Mining
Sector
Basic Materials
Exchange
NasdaqGM
About USA RARE EARTH INC

USA Rare Earth, Inc. engages in mining, processing, and supplying rare earths and other critical minerals in the United States, Europe, and Asia. It primarily explores neodymium, dysprosium, terbium, yttrium, gallium, hafnium, praseodymium, samarium, and other critical minerals. The company holds interests in the Round Top Mountain located near Sierra Blanca, Texas. It products are used in aerospace, defense, semiconductors, data centers, physical AI, energy, mobility, healthcare, and numerous industrial sectors. USA Rare Earth, Inc. was founded in 2019 and is based in Stillwater, Oklahoma.

Who's behind the signal
Every informed buyer we can see on USAR, across all three feeds.
Hedge funds · 5
D.E. Shaw & Co New position
AQR Capital Management New position
Citadel Advisors Increased +4%
Congress · 0
No congressional trades on record.
Insiders
No significant Form 4 insider activity in the window.
Not a model pick — but on our radar. USA RARE EARTH INC isn't in the top-10 model right now, but 5 tracked investors hold it. Everything below is real signal from public filings — treat this as a watch candidate, not a conviction call.
5
Investors
3
New positions
1
Increasing
1
Decreasing
0
Unchanged
Price History
Loading price data...
Return: High: Low:
Who's Holding This Stock
Position sizes and recent activity from tracked institutional investors
Trust weight: 1.3×
New position
% of portfolio
0.0%
Position change
NEW
0.0% of Bridgewater Associates's portfolio
Trust weight: 1.0×
New position
% of portfolio
0.0%
Position change
NEW
0.0% of D.E. Shaw & Co's portfolio
Trust weight: 1.0×
New position
% of portfolio
0.0%
Position change
NEW
0.0% of AQR Capital Management's portfolio
Trust weight: 1.0×
Increased +4%
% of portfolio
0.0%
Position change
+4%
0.0% of Citadel Advisors's portfolio
Trust weight: 1.0×
Decreased −92%
% of portfolio
0.0%
Position change
−92%
0.0% of Millennium Management's portfolio
Portfolio Allocation
How much of each investor's portfolio is allocated to USA RARE EARTH INC
⚠ Disclaimer: This page is for informational purposes only. Holdings data from SEC EDGAR 13F filings, delayed up to 135 days. Not a recommendation to buy or sell USA RARE EARTH INC or any security.

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