Lynas Rare Earths Ltd.-SP ADRLYSDY

13F holders, Q2 2026 (June 30)
7holders −1
1new positions
2sold out
$12.58avg. 13F price*

At the end of Q2 2026, 7 institutions reported holding Lynas Rare Earths Ltd.-SP ADR (LYSDY) in their 13F filings, down 1 from Q1 2026. 1 opened new positions and 2 sold out. The largest holders were Confluence Investment Management LLC ($1.3M), Rye Brook Capital LLC ($913K) and Rhumbline Advisers ($365K).

Company
Lynas Rare Earths Ltd.-SP ADR
CUSIP
551073307
Latest filing quarter
Q2 2026

History

Number of 13F holders

02468 Q1 2024: 3Q1 2024Q2 2024: 4Q2 2024Q3 2024: 4Q3 2024Q4 2024: 3Q4 2024Q1 2025: 3Q1 2025Q2 2025: 6Q2 2025Q3 2025: 6Q3 2025Q4 2025: 7Q4 2025Q1 2026: 8Q1 2026Q2 2026: 7Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions1$913K
Exits2$332K

All 13F filers, Q1 2026 → Q2 2026: 75,898 shares bought and 30,665 shares sold, net +45,233 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 7 holders

Confluence Investment Management LLC 0.02% Add +1.6% 100,731 $1.3M
Rye Brook Capital LLC 0.64% New 72,570 $913K
Rhumbline Advisers 0.00% Add +3.9% 29,009 $365K
Fca Corp. 0.09% Reduce -17.4% 28,500 $359K
GAMMA Investing LLC 0.00% Add +10.9% 5,698 $72K
Westside Investment Management, Inc. 0.01% No change 3,859 $49K
Salomon & Ludwin, LLC 0.00% Add +8.4% 855 $11K

"% of holder's portfolio" is LYSDY's weight in each manager's 13F, not the share of Lynas Rare Earths Ltd.-SP ADR the manager owns.