Jim Chanos’s USA Rare Earth (USAR) position
Reported position history, portfolio importance and verified filing changes from public SEC disclosures.
At a glance
The full verified relationship, including prior ownership episodes and exits where supported.
Kynikos Associates LP first reported USA Rare Earth in Q3 2023. Kynikos Associates LP currently reports 15.00K shares. The latest verified filing showed: New position.
Position over time
See the same verified relationship through reported shares, portfolio weight or reported value.
Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.
What changed
Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.
Filing context
Quarter-end price $10.22 · Estimated holding basis $10.22
How important is USA Rare Earth in Kynikos Associates LP’s reported portfolio?
Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.
Connected research on USA Rare Earth
Only published MIL research mapped to the exact stock identity is shown here.
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SEC filing evidence
Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.
Market context only; not an investor transaction price.
Derived from validated reported value and shares where supported.
Calculated from supported filing history.
View USA Rare Earth stock page →
Kynikos Associates LP is the filer’s former SEC name; the current SEC identity is Chanos & Co LP (CIK 0001446440). Its last located Form 13F covers Sep 30, 2023. No later 13F appears in the verified five-year SEC window through Jun 30, 2026, so this is a historical disclosure snapshot—not a claim about current positions. Options are shown separately.