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USAR USA Rare Earth Inc.

Materials, filed as USA RARE EARTH INC (COM), 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

  • 1 Owner
  • Max 0.0%
  • $674K
  • 1 add

In 2026 Q2 George Soros added to USA Rare Earth.

Who owns this now

Largest portfolio weights among holders, up to 0.0% (George Soros, Soros Fund Management). Not free-float ownership.

  1. George Soros Add 0.01%

Who owns USAR

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

History
George Soros, Soros Fund Management 0.01% Add +48.7% 31,221 $674K History

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

Insider trades

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

All USAR insider trades
  • $2.2M bought by 2 insiders
  • $296K sold by 1 insider outside a trading plan
  • None no planned (10b5-1) sales
  1. Carolyn Trabuco Director
    Sale
    $296K 13,000 shares at $22.77 41% of stake
    Traded Jun 8 Filed Jun 8
  2. Carolyn Trabuco Director
    Buy
    $29K 1,300 shares at $22.60 New stake
    Traded Jan 29 Filed Jan 29
  3. Michael Blitzer Director
    Buy
    $2.1M 100,000 shares at $21.44 +13% to stake
    Traded Jan 29 Filed Jan 29

Also filed in the last 12 months, not counted as buying or selling: 18 option exercises, 7 stock grants, 2 other transactions, 1 share withholding for taxes, and 1 sale to cover taxes.

SEC filings

Recent issuer filings from EDGAR, 25 shown.

Filed Form Detail Links
8-K 7.01,9.01
424B3 PROSPECTUS
8-K 8.01,9.01
SCHEDULE 13D —
SCHEDULE 13G —
SCHEDULE 13G —
8-K 1.01,2.01,2.03,3.02,5.02,7.01,8.01,9.01
8-K 5.07
8-K 8.01,9.01
DEFA14A DEFINITIVE ADDITIONAL MATERIALS
SCHEDULE 13G/A —
8-K 2.02,9.01
10-Q FORM 10-Q Q2'2026
8-K 2.01,9.01
8-K 3.02,7.01,8.01,9.01
8-K 5.02,7.01,9.01
DEFA14A CURRENT REPORT
8-K 1.01,8.01,9.01
DEFA14A CURRENT REPORT
424B3 PROSPECTUS
8-K 5.02,9.01
8-K 8.01,9.01
DEFA14A CURRENT REPORT
SCHEDULE 13D/A —
8-K 8.01,9.01

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 — — $1.64M
Gross profit — — $195,000
Gross margin * — — 11.9%
Net income — $7.9M -$297.56M
Net margin * — — -18110.7%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $0.5M $0.06M $385.38M
Total non-current assets * $258.97M $24.08M $309.62M
Total assets $259.47M $24.14M $695M
Total current liabilities $0.31M $3.94M $37.91M
Total non-current liabilities * $13.1M $13.15M $153.9M
Total equity -$12.91M -$17.03M —

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations — -$1.4M -$48.98M
Cash from investing — $246.92M -$139.57M
Cash from financing — -$245.79M $531.72M
Net change in cash * — -$0.274M $343.16M

Ownership over time

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