Guru Ownership Trend
Guru Analysis for MP Materials Corp. (MP)
MP Materials Corp. (MP), a key player in the Materials sector, continues to attract institutional attention.
As of Q4 2025, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $200.85 M.
Top institutional holders include Leon Cooperman and Joel Greenblatt.
Notably, Leon Cooperman has expressed high conviction in this stock, allocating 5.03% of their equity portfolio to it.
Institutional sentiment is currently Bearish. This is evidenced by a $100.71 M net outflow during the quarter.
Recent activity highlights George Soros who opened a new position. Conversely, Paul Tudor Jones reduced exposure by 61.1%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for MP Materials Corp. (MP)
Major holders include Leon Cooperman ($151.56 M), Joel Greenblatt ($14.31 M), Ray Dalio ($3.16 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 3.42 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $100.71 M, with 2 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited MP. The total reported sell value was $101.41 M.
Yes, 1 managers opened new positions in MP, and 1 increased their existing holdings. The total reported buy value was $693,033.