Follow-The-Filings

Security

MP

Mp Materials Corp. · COM CL A

Equity holders as of 2026 Q1 (each manager’s latest book)

15 owners 2 new max 4.8% (Leon Cooperman - Omega Ad...)

owners 15
max % 4.8%
tracked value $1.2B
qoq N 2 A 6 R 4

holders

sorted by % of portfolio · long equity only

manager % port activity shares value history
Leon Cooperman - Omega Advisors 2026 Q1 4.8% 3,000,000 $145M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.1% Add +0.07 pp 3,149,152 $152M hist
Two Sigma Investments, LP 2025 Q4 stale 0.1% Exit -0.06 pp 834,148 $42M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Reduce -0.01 pp 277,896 $13M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% Add +0.01 pp 108,054 $5M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Add 0.00 pp 14,479,787 $732M hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.01 pp 1,633,636 $83M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% Reduce 0.00 pp 129,520 $6M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% New 0.0% 257,413 $12M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce -0.01 pp 105,474 $5M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add 0.00 pp 30,629 $1M hist
Natixis Advisors, LLC 2026 Q1 0.0% Add 0.00 pp 17,626 $851 hist
George Soros - Soros Fund Management LLC 2026 Q1 0.0% Reduce 0.00 pp 9,442 $456 hist
Ron Baron - Bamco Inc. /NY/ (Baron Capital) 2026 Q1 0.0% New 0.0% 2,455 $118 hist
Ancora Advisors LLC 2026 Q1 0.0% Add 0.00 pp 2,070 $100 hist

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $253.44M $203.86M $224.44M
Gross profit
Gross margin
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 $862.12M $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 -$9.92M -$4.79M $1.25B
Net change in cash $121.48M $18.62M $883.76M

ownership over time

filing count by report period · click a bar for that quarter’s holders