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MP MP Materials Corporation

Materials, filed as MP MATERIALS CORP (COM CL A), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2, sold by 1

  • 2 Owners
  • Max 4.7%
  • $194M
  • 1 add 1 exit

In 2026 Q2 Ron Baron added to MP Materials, while George Soros sold out.

Who owns this now

Largest portfolio weights among holders, up to 4.7% (Leon Cooperman, Omega Advisors). Not free-float ownership.

  1. Leon Cooperman 4.7%
  2. Ron Baron Add 0.04%

Who owns MP

Sorted by value, long equity only, as of 2026 Q2.

History
Leon Cooperman, Omega Advisors 4.7% Hold 3,000,000 $168M History
Ron Baron, Bamco Inc. (Baron Capital) 0.04% Add +18444.1% 455,258 $25M History
George Soros, Soros Fund Management exited 2026 Q2 Last 2026 Q1 <0.01% Exit 0.00% 9,442 $456K History

2 current, 1 exited last period, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by MP's executives, directors and 10% owners in the last 12 months, from their Form 4s

All MP insider trades
  • $1.5M bought by 1 insider
  • $101M sold by 2 insiders outside a trading plan
  • $45.8M sold by 3 insiders under 10b5-1 plans
  1. Michael Stuart Rosenthal COO
    Buy
    $543K 10,000 shares at $54.30 +7.9% to stake
    Traded Jun 9 Filed Jun 10
    ↗
  2. James H. Litinsky CEO
    Sale
    $12.8M 185,167 shares at $69.14 1.6% of stake
    Traded Jun 3 Filed Jun 5
    ↗
  3. James H. Litinsky CEO
    Sale
    $26.2M 400,000 shares at $65.56 3.3% of stake
    Traded May 27–29 Filed May 29
    ↗
  4. Michael Stuart Rosenthal COO
    Buy
    $963K 17,000 shares at $56.62 +1.3% to stake
    Traded May 20 Filed May 20
    ↗
  5. James H. Litinsky CEO
    Sale
    $19.6M 300,000 shares at $65.45 2.4% of stake
    Traded May 12–13 Filed May 14
    ↗
  6. Elliot Dean Hoops General Counsel and Secretary
    Planned sale
    $522K 6,958 shares at $75.00 11% of stake
    Traded May 8 Filed May 8
    ↗
  7. Ryan Corbett CFO
    Planned sale
    $1.5M 20,000 shares at $75.00 16% of stake
    Traded May 8 Filed May 8
    ↗
  8. James H. Litinsky CEO
    Planned sale
    $19.2M 300,000 shares at $64.03 2.3% of stake
    Traded Apr 17–20 Filed Apr 20
    ↗
  9. Elliot Dean Hoops General Counsel and Secretary
    Planned sale
    $835K 13,914 shares at $60.01 19% of stake
    Traded Mar 16 Filed Mar 17
    ↗
  10. Ryan Corbett CFO
    Planned sale
    $2.8M 46,000 shares at $60.00 26% of stake
    Traded Mar 17 Filed Mar 17
    ↗
  11. Elliot Dean Hoops General Counsel and Secretary
    Planned sale
    $534K 7,823 shares at $68.21 9.4% of stake
    Traded Jan 20 Filed Jan 22
    ↗
  12. James H. Litinsky CEO
    Planned sale
    $19.2M 300,000 shares at $64.16 2.3% of stake
    Traded Jan 7–8 Filed Jan 9
    ↗
  13. Ryan Corbett CFO
    Sale
    $2.3M 38,146 shares at $60.00 20% of stake
    Traded Dec 9, 2025 Filed Dec 10, 2025
    ↗
  14. James H. Litinsky CEO
    Sale
    $24.2M 385,000 shares at $62.94 2.9% of stake
    Traded Dec 5, 2025 Filed Dec 5, 2025
    ↗
  15. James H. Litinsky CEO
    Sale
    $15.9M 248,411 shares at $63.86 1.8% of stake
    Traded Nov 20, 2025 Filed Nov 20, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 20 share withholdings for taxes, 15 stock grants, and 4 option exercises.

SEC filings

Recent issuer filings from EDGAR, 12 shown.

Filed Form Detail Links
SCHEDULE 13G/A — Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 5.07 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
DEF 14A Filing Doc
DEFA14A Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 2.02,9.01 Filing Doc
10-K Filing Doc
SCHEDULE 13G/A — Filing Doc

Source: SEC EDGAR submissions, updated 3 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $253.44M $203.86M $224.44M
Net income $24.31M -$65.42M -$85.87M
Net margin * 9.6% -32.1% -38.3%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $1.13B $1.03B $2.17B
Total non-current assets $1.21B $1.3B $1.7B
Total assets $2.34B $2.33B $3.86B
Total current liabilities $108.55M $164.02M $299.05M
Total non-current liabilities $0.862B $1.11B $1.17B
Total equity $1.37B $1.05B $1.98B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $62.7M $13.35M -$155.76M
Cash from investing $68.7M $10.06M -$206.05M
Cash from financing -$0.01B -$0.005B $1.25B
Net change in cash $121.48M $18.62M $883.76M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.