Position
Bridgewater in USA Rare Earth, Inc.
Back to the book · All holders of USAR
Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.
Latest estimated mark $1.12M$15.14 → $21.58
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 273K | $3.25M | — | — | — | 0.0% |
| Q1 2026 | 174.5K | $2.64M | $15.14 | $564.4K | −$1.17M | 0.0% |
| Q2 2026 | 186.9K | $4.03M | $21.58 | $1.12M | $269.4K | 0.0% |