USA Rare Earth, Inc. (USAR) stock: price, suppliers, customers and institutional ownership
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
USA Rare Earth, Inc.
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
Nasdaq · Metal Mining
High 16.02 at 4:45 am ET, low 15.17 at 11:00 am ET.
We are a blank check company incorporated on March 6, 2023, as a Cayman Islands exempted company for the purpose of effecting a merger, share exchange, asset acquisition, share purchase, reorganization or similar business combination with one or more businesses. We have not selected any specific business combination target and we have not, nor has anyone on our behalf, engaged in any substantive discussions, directly or indirectly, with any business combination target with respect to an initial business combination with us. However, members of our management team had been actively in discussions with potential business combination partners in their capacity as officers and directors of Inflection Point Acquisition Corp (“IPAX”), and we may pursue business combination partners that had previously been in discussions with IPAX’s management team. While we may pursue an initial business combination in any industry, sector or geographic region, we intend to focus our search initially on North American and European businesses in disruptive growth sectors, which complements the expertise of our management team. Our company will combine the abilities of a diverse and founder-friendly management team. We have assembled a management team with experience across both public and private markets with deep roots in our target markets. Our team combines decades of experience sourcing, researching, and investing in complex transactions that create value for shareholders. --- We have been formed as part of a long-term strategy to sponsor a series of special purpose acquisition companies (“SPACs”). We have a cohesive team that has worked together in the past and combines extensive transactional, valuation, capital allocation, and SPAC investing expertise. Our combined network for sourcing targets gives us access to companies backed by venture capital and private equity and other private companies, and public companies considering SPAC combinations via spinoffs. We are founder-friendly and seek to partner with a proven, exceptional management team that is already in place. Our executive offices are located at 167 Madison Avenue, Suite 205 #1017, New York, New York.
the bull case· 2
3
of the funds on file reporting a position in USAR
n-portas of Jun 30 '26+22.00%
change in shares held by the ten largest reporting managers over the latest quarter
13fJun 30 '26the bear case· 3
5 of 7
recent reports where the move came in under the options-implied range
earnings historyimplied vs realized8 of 23
of the largest reporting managers cut their stake in the latest quarter
13fJun 30 '2628
managers whose positions together make up four fifths of the reported value
13fJun 30 '26Sides and captions by the model; every figure is ours. Built Sep 16 '26 for the Nov 12 '26 report. Not a forecast, not advice.
Of the 6 companies USA Rare Earth, Inc. moves with most closely, 1 also shares its SEC classification.
Measured against 124 trading days of our own closes. Co-movement, not cause.
SIC 1000, Metal Mining, from each company's own filings. Largest first.
A rule beside a ticker marks a company that appears in both readings.
Which of these the filings never mention ›406 managers report a position worth $3.5B between them, and 28 of them hold 80% of it.
tall tick = annual report · 1 on record
USAR (USA Rare Earth, Inc.) has 0 disclosed suppliers and 2 disclosed customers, strongest disclosure first.
Customers:
Select a tie for its filing sentence; select again to open the company. Nearer the centre, the more the filings disclose. Extended: satellites hang off single companies, not bundled sectors.