MP Materials Corp. (MP): A Bull Case Theory
We came across a bullish thesis on MP Materials Corp. on MVC Investing’s Substack by M. V. Cunha. In this article, we will summarize the bulls’ thesis on MP.
Mp Materials Corp. / De (MP)
Market is closed
Sector: Metal Mining
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | 4,738,300 | $317,797,781 | +16% | 0.32% | |
| 2. | 3,852,200 | $258,367,054 | +431% | 0.04% | |
| 3. | 3,496,500 | $234,510,255 | +480% | 0.04% | |
| 4. | Omega Advisors Leon Cooperman | 3,000,000 | $201,210,000 | -8% | 6.28% |
| 5. | Renaissance Technologies Jim Simons | 1,404,600 | $94,206,522 | +15% | 0.12% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $10.84 | 30,000 | $325,200.00 | 1,402,975 | 2024-08-06 | Filing | |
| $20.69 | 5,000 | $103,450.00 | 126,622 | 2023-05-31 | Filing | |
| $21.14 | 6,000 | $126,840.00 | 121,622 | 2023-05-30 | Filing | |
| $21.63 | 7,000 | $151,410.00 | 115,622 | 2023-05-26 | Filing | |
| $22.22 | 5,000 | $111,100.00 | 39,476 | 2023-05-25 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $63.42 | 74,638 | $4,733,541.96 | 13,105,965 | 2025-12-05 | Filing | |
| $63.11 | 34,801 | $2,196,291.11 | 13,180,603 | 2025-12-05 | Filing | |
| $62.79 | 275,561 | $17,302,475.19 | 13,215,404 | 2025-12-05 | Filing | |
| $64.60 | 40,720 | $2,630,512.00 | 13,369,665 | 2025-11-20 | Filing | |
| $63.72 | 207,691 | $13,234,070.52 | 13,410,385 | 2025-11-20 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 14,861,212 | $996,741,489 | 32.45% | |
| 2. | 14,020,574 | $940,359,898 | 0.01% | |
| 3. | 12,694,298 | $851,406,567 | 0.01% | |
| 4. | Ubs Group AgCALL | 6,944,670 | $465,779,017 | 0.07% |
| 5. | 5,828,368 | $390,908,642 | 0.01% |
News See All
MP Materials (MP) Jumps 8.6% on Strong Revenues, Upbeat Outlook
During the period, MP Materials Corp.
MP Materials Corp. (NYSE:MP) Q3 2025 Earnings Call Transcript
Operator: Hello, and welcome to the MP Materials Q3 Earnings Call. [Operator Instructions] Also, as a reminder, this conference is being recorded.
Jim Cramer Had These 18 Stocks in This Week's Game Plan
“We made it through October without a crisis or a nasty decline, and I, for one, am shocked.
Is MP Materials (MP) The Best Rare Earth Stock to Buy?
“Mp Materials Corp (NYSE:MP) is beginning to onshore American processing and manufacture of rare earth metals and batteries and magnets.
10 Stock News You Can’t Miss As Investors Watch AI Trade Momentum
Jeff Richards, Notable Capital managing partner, said in a recent program on CNBC that the current AI boom is different from the dotcom bubble because there is no slowdown in demand and the CapEX is being...
MP Materials (MP) Ends 4-Day Run, Loses 8.9% on Profit-Taking
The previous days’ rally was due to a recent trade spat between the US and China amid the latter’s new export curbs on rare earth imports that sparked fears of global supplies.
10 Hottest Large-Cap Stocks to Buy Now
On October 13, Tom Lee, head of research and Capital CIO at Fundstrat Global Advisors, appeared on CNBC for an interview to discuss the current market situation.
Jim Cramer Commented on These 10 Stocks
“The cynics just can’t believe what’s happening in this market.
Morgan Stanley Maintains Hold Rating on MP Materials (MP) Stock
MP Materials Corp. (NYSE:MP) is one of the Best Mining Stocks to Buy According to Hedge Funds.
Hedge Fund Resource Center Billionaire Hedge Funds
