USA Rare Earth Inc (USAR) Institutional Ownership Tracker (Q2 2026)

AI summary pending

On August 21, 2026, USA Rare Earth (USAR) filed an 8-K disclosing an amendment to the long-term rare earth supply (offtake) agreement tied to its pending merger with SVRE. The amendment restructured the U.S. government financial support owed to "the Counterparty" — a special-purpose vehicle backed by the U.S. government and private capital — into three pieces: $750 million in funding that has already been provided, a $500 million senior secured revolving credit facility committed by letter from a Tier-1 bank (but not yet documented, closed, or funded), and contracts to purchase at least $300 million of rare earth products during the first five years after the conditions are satisfied. SV Management Switzerland has certified that the key precondition tied to this support is satisfied and was not waived, clearing one of the conditions required to complete the merger.

USA Rare Earth, Inc. (USAR) issued its Q2 2026 earnings press release on August 10, 2026, covering results for the three and six months ended June 30, 2026. This 8-K is a routine disclosure attaching that release as Exhibit 99.1. The excerpt doesn't include the actual financial figures — those are in the attached news release.

USA Rare Earth, Inc. (USAR) completed its acquisition of Texas Mineral Resources Corp. (TMRC) through a two-step merger on August 7, 2026, making TMRC a wholly owned subsidiary. Under the final exchange ratio, TMRC shareholders received about 0.04328 of a USAR common share for each TMRC share, with cash paid for fractional shares, based on roughly 88.34 million fully diluted TMRC shares outstanding. The deal was first announced in March, and the shares issued in the merger were registered under an effective Form S-4.

USA Rare Earth, Inc. (ticker: USAR) filed an 8-K on July 22, 2026, disclosing an unregistered sale of equity securities through a contribution in kind and issuance of common stock to Carester, along with a Regulation FD disclosure. The filing excerpt does not provide full details such as the size or terms of the transaction.

AI summary pending

USA Rare Earth, Inc. amended its merger agreement to tie the completion of the merger to the effectiveness and non-termination of an offtake agreement for rare earth materials. The offtake agreement is between a subsidiary of the merger partner and a special purpose vehicle backed by the U.S. government and private capital. The amendment makes the offtake agreement's conditions, termination right lapse, and full force at closing conditions to USAR's obligation to close the merger.