Cinctive Capital Invests $645K in USA Rare Earth

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Cinctive Capital Management LP acquired a new stake of 37,547 shares in USA Rare Earth Inc. (NASDAQ:USAR), valued at approximately $645,000, according to the firm's recent 13F filing with the SEC. USA Rare Earth is a development-stage critical minerals company focused on advancing a fully integrated rare earth element (REE) and lithium project in West Texas.

Why it matters

The investment from Cinctive Capital, a prominent institutional investor, signals growing interest and confidence in USA Rare Earth's efforts to establish a domestic supply chain for critical rare earth elements, which are essential for a wide range of high-tech and clean energy applications. This comes as the U.S. seeks to reduce reliance on foreign sources of these strategic minerals.

The details

Cinctive Capital's new position represents a 9.9% stake in USA Rare Earth. Other major institutional investors in the company include Vanguard Group, Altfest L J & Co., and Geode Capital Management. USA Rare Earth is developing its flagship Round Top deposit in West Texas, which contains a large, polymetallic concentration of light and heavy rare earth elements, lithium, and other critical minerals. The company is working to advance the project through resource delineation, pilot-scale processing, and eventual commercial production.

• Cinctive Capital acquired the stake in the 3rd quarter of 2025, according to the firm's 13F filing.

What’s next

USA Rare Earth will continue to work on resource delineation, pilot-scale processing, and eventual commercial production at its Round Top project in order to establish a domestic supply of critical rare earth elements.