Vault-13

LYNAS RARE EARTHS LTD-SP ADR LYSDY

ADR · ADR · CUSIP 551073307

7 institutional holders -1 vs Q1 2026
241,222241.2k shares reported held*
$3.0mreported value*
1 new 4 added 1 reduced 2 sold out net bought ≈ $569.0k (+45.2k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $12.58.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0510Q3 22: 4Q4 22: 2Q1 23: 4Q2 23: 4Q3 23: 3Q4 23: 2Q1 24: 3Q2 24: 4Q3 24: 4Q4 24: 3Q1 25: 3Q2 25: 6Q3 25: 6Q4 25: 7Q1 26: 8Q2 26: 77Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 20224
Q4 20222
Q1 20234
Q2 20234
Q3 20233
Q4 20232
Q1 20243
Q2 20244
Q3 20244
Q4 20243
Q1 20253
Q2 20256
Q3 20256
Q4 20257
Q1 20268
Q2 20267

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
505Q3 24: 1 bought or addedQ3 24: 1 cut or sold outQ4 24: 1 bought or addedQ4 24: 3 cut or sold outQ4 24Q1 25: 2 bought or addedQ1 25: 1 cut or sold outQ2 25: 4 bought or addedQ2 25: 1 cut or sold outQ2 25Q3 25: 3 bought or addedQ3 25: 2 cut or sold outQ4 25: 4 bought or addedQ4 25: 0 cut or sold outQ4 25Q1 26: 5 bought or addedQ1 26: 1 cut or sold outQ2 26: 5 bought or addedQ2 26: 3 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202411
Q4 202413
Q1 202521
Q2 202541
Q3 202532
Q4 202540
Q1 202651
Q2 202653

Biggest buyers

Rye Brook Capital LLC New +72,570+72.6k
CONFLUENCE INVESTMENT MANAGEMENT LLC Added +1,625+1.6k
RHUMBLINE ADVISERS Added +1,078+1.1k
GAMMA Investing LLC Added +559+559
Salomon & Ludwin, LLC Added +66+66

Biggest sellers

L & S Advisors Inc Sold out -23,665-23.7k
FCA CORP /TX Reduced -6,000-6.0k
Hurley Capital, LLC Sold out -1,000-1.0k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 CONFLUENCE INVESTMENT MANAGEMENT LLC 0.02% of their portfolio ST. LOUIS, MO 100,731100.7k $1.3m $1.3m 0.02% Added +1.6k +1,625
2 Rye Brook Capital LLC 0.64% of their portfolio GREENWICH, CT 72,57072.6k $913.0k $913.0k 0.64% New
3 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 29,00929.0k $364.9k $364.9k 0.00% Added +1.1k +1,078
4 FCA CORP /TX 0.09% of their portfolio HOUSTON, TX 28,50028.5k $358.5k $358.5k 0.09% Reduced -6.0k -6,000
5 GAMMA Investing LLC 0.00% of their portfolio FOSTER CITY, CA 5,6985.7k $71.7k $71.7k 0.00% Added +559 +559
6 Westside Investment Management, Inc. 0.01% of their portfolio SANTA MONICA, CA 3,8593.9k $48.5k $48.5k 0.01% Unchanged
7 Salomon & Ludwin, LLC 0.00% of their portfolio RICHMOND, VA 855855 $10.6k $10.6k 0.00% Added +66 +66