Lithium Americas Corp. LAC

Name: U.S. government equity holdings, daily snapshots
Creator: Nir Pengas
License: https://creativecommons.org/licenses/by/4.0/
Keywords: US government stock portfolio, government equity stakes, Intel government stake, MP Materials Department of Defense, Lithium Americas DOE warrants, Trilogy Metals government investment, US Steel golden share, CHIPS Act equity, federal government investments tracker, sovereign equity holdings

U.S. Department of Energy · warrant · Warrant for 5% of LAC common

Status

active

as of 2026-09-04

11.00M

5.00% ownership

Market value

$33.0M

$3.00 · 2026-09-04

Cost basis

$0.00

Unrealized

+$33.0M

—

Realized

$0.00

confidence low

Position value and cost basis

Ledger events (append-only)

#	Type	Effective	Discovered	Lag	Shares Δ	Cost Δ	Realized Δ	Price	Confidence	Source	Notes
5	warrant grant	2025-09-30	2026-09-07 06:20Z	342d	11.00M	$0.00	$0.00	—	low	#5	5% of LAC via warrants under the DOE loan amendment; exercise price and term not yet confirmed (null strike values at full share price = upper bound). Separate 5% interest in the Thacker Pass JV is unlisted and not modelled here

Audit trail for this position

2026-09-07 06:20Z event.recorded Event #5 (warrant_grant) recorded for position 5: 11000000 shares, cost 0; effective 2025-09-30, discovered 2026-09-07T06:20:15.117Z (342-day discovery lag)