Guru Ownership Trend
Guru Analysis for USA Rare Earth, Inc. (USAR)
USA Rare Earth, Inc. (USAR), a key player in the Materials sector, continues to attract institutional attention.
As of Q1 2026, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $41.14 M.
Top institutional holders include Renaissance Technologies (RenTech) and Steven Cohen.
Institutional sentiment is currently Bullish. This is evidenced by a $1.07 M net inflow during the quarter.
Recent activity highlights Steven Cohen who opened a new position. Conversely, Ray Dalio reduced exposure by 36.1%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for USA Rare Earth, Inc. (USAR)
Major holders include Renaissance Technologies (RenTech) ($14.46 M), Steven Cohen ($3.34 M), Ray Dalio ($2.64 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 1.47 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $1.07 M, with 4 managers increasing positions and 3 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 0 fully exited USAR. The total reported sell value was $3.89 M.
Yes, 4 managers opened new positions in USAR, and 0 increased their existing holdings. The total reported buy value was $4.96 M.
