Sector: airare-earth
Conviction from: NASDAQ
Tradable on: Bitget →
52-week range: 11.4543.98
USA Rare Earth is developing a US supply chain for rare-earth magnets, including mining, processing, and manufacturing of sintered neodymium magnets for defense and clean-energy applications.
4 tracked filer(s) hold this · 0 opened, 2 added, 2 trimmed in 30-JUN-2026
Aggregate 13FScore 57 — mean of 4 scored holder(s) · buyers (new/add) avg 44. Higher = the smart money in this name has the better track record.
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|
| Bridgewater | 56 | Added +7% | 186,950 | $4,034,381 | 0.0% |
| George Soros / Soros Fund Mgmt | 33 | Added +49% | 31,221 | $673,749 | 0.0% |
| Paul Tudor Jones / Tudor | 63 | Trimmed -22% | 189,800 | $4,095,884 | 0.0% |
| Steve Cohen / Point72 | 76 | Trimmed -15% | 844,900 | $18,232,942 | 0.0% |
Beyond 13F — activists, insiders, politicians & research
| Filed | Form | Activist | % of class | Conviction | |
|---|
| 2026-09-11 | SCHEDULE 13D | VB (Rare Earths) Ltd | 7.9% | Med | filing |
| Filed | Insider | Role | Shares | Value | |
|---|
| 2026-01-29 | BLITZER MICHAEL | director | 100,000 | $2,144,000 | Form 4 |
| Report | Date | Stance |
|---|
| #117 — Thematic Update: Modern Warfare | 2026-02-18 | WATCH |