EMG Fund V SVRE Holdings, LLC → USA Rare Earth, Inc. USAR

Stake: — Shares: — CUSIP: 91733P107 Class: Common Stock, par value $0.0001 per share

Composite Decision Signal · AVOID (DILUTION / EXIT TRAP) Conviction Score: 25/100

Disqualifiers: ACTIVE_DILUTION_SHELF: Active 424B5 / S-3 shelf takedown within ±30d

Passive Schedule 13G filer baseline
Material 8-K governance/transaction event (Item 5.02 / 1.01 / 2.01) within ±30d
Held by 1 tracked 13F institutional manager
8 NPORT-P mutual funds holding CUSIP
Moderate short days-to-cover (3.5 DTC)
Short interest building (+14.0% vs prior settlement)

Item 4 — Purpose of Transaction

Not extracted from this filing — typically because it's an amendment (13D/A) and Item 4 is unchanged from the parent filing. Read the raw SEC filing →

Cross-References

Insider Activity (last 365d)

2 transactions

1 buys · 1 sales · 0 awards/exercises

Issuer Cluster

4 13D/G filings on this issuer

3 other filings besides this one

Filer Track Record

1 filings by this filer

0 other filings in the data moat

Short Interest · settle 2026-10-15

DTC 3.53

51,499,945 shares short · +14.0% vs prior

Institutional Consensus · 2025-12-31

Held by elite portfolio managers

1 holder · $2.36M

Point72 Asset Mgmt

Form 4 Insider Transactions · last 365d

Date	Insider	Role	Type	Shares	Price	Value
2026-09-03	Davis Michael Lawrence	director	Award	6,959	—	—
2026-06-08	Trabuco Carolyn	director	Sale	13,000	$22.77	$296K

Other 13D/G Filings on USA Rare Earth, Inc.

Filed	Form	Filer	Stake	Shares
2026-09-11	SCHEDULE 13D	VB (Rare Earths) Ltd	7.90%	29,544,227	view →
2026-09-11	SCHEDULE 13G	Denham Mining GP LLC	—	—	view →
2026-06-09	SCHEDULE 13D/A	Gutnick Mordechai Zev	6.80%	15,580,745	view →

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