SEC 13F Intelligence

Bayshore Capital Advisors, LLC / USAR

Bayshore Capital Advisors, LLC’s USA Rare Earth Inc Position

Does Bayshore Capital Advisors, LLC own USA Rare Earth Inc (USAR)? Yes8.74M shares worth $132M (+55.84% of its 13F portfolio) as of Q1 2026, up from 8.60M shares the prior filed quarter.

Position Value
$132M
Q1 2026
Shares
8.74M
% of Portfolio
+55.84%
Quarters Held
2
currently held

Position History USAR

Reported value by quarter
Q4 ’25: $102MQ4 ’25Q1 ’26: $132MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20268.74M$132M+55.84%
Q4 20258.60M$102M+51.13%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bayshore Capital Advisors, LLC’s full portfolio or all institutional holders of USAR.