Lithium Americas (LAC) reported net income of $1.7 million, or $0.01 per basic share, for the second quarter of 2026, compared with a net loss of $13.2 million, or $0.06 per basic share, a year earlier.
The company said Thacker Pass Phase 1 construction remains targeted for mechanical completion in late 2027. Cash and restricted cash totaled $1.279 billion as of June 30, 2026.
- Q2 diluted loss per share was $0.02, compared with a diluted loss of $0.06 per share in Q2 2025.
- Thacker Pass construction capital and other project-related costs capitalized totaled $1.8 billion as of June 30.
- The company maintained 2026 Phase 1 capital-expenditure guidance of $1.3 billion to $1.6 billion.
- More than 1,600 personnel were on site as of June 30, with levels expected to exceed 2,000 in the second half of 2026.
- Lithium Americas received a $342 million third advance under its U.S. Department of Energy loan on June 3, bringing cumulative advances to $1.209 billion.
$LAC Insider Trading Activity
$LAC insiders have traded $LAC stock on the open market 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $LAC stock by insiders over the last 6 months:
- MICHAEL JOHN BROWN purchased 1,000 shares for an estimated $3,780
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$LAC Hedge Fund Activity
We have seen 133 institutional investors add shares of $LAC stock to their portfolio, and 127 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- VAN ECK ASSOCIATES CORP added 8,228,276 shares (+47.0%) to their portfolio in Q1 2026, for an estimated $32,501,690
- MILLENNIUM MANAGEMENT LLC removed 3,426,059 shares (-76.3%) from their portfolio in Q1 2026, for an estimated $13,532,933
- WALLEYE CAPITAL LLC removed 1,930,228 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $7,431,377
- KAILIX ADVISORS LLC removed 1,710,300 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $6,584,655
- DIMENSIONAL FUND ADVISORS LP added 1,265,238 shares (+223.9%) to their portfolio in Q2 2026, for an estimated $4,871,166
- BANK OF AMERICA CORP /DE/ removed 984,206 shares (-46.7%) from their portfolio in Q1 2026, for an estimated $3,887,613
- QUADRATURE CAPITAL LTD removed 948,099 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $3,650,181
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
