United States Lime & Minerals, Inc.
US ˙ NasdaqGS ˙ US9119221029

SecurityUSLM / United States Lime & Minerals, Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership747,640 shares
Latest Disclosed Value $ 97,640,781
Dimensional Fund Advisors Lp reports 0.75% decrease in ownership of USLM / United States Lime & Minerals, Inc.

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 747,640 shares of United States Lime & Minerals, Inc. (US:USLM) valued at $97,649,260 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 753,290 shares of United States Lime & Minerals, Inc.. This represents a change in shares of -0.75% during the quarter. The current value of the position is $79,518,990 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-07 2026-03-31 13F UNITED STS LIME & MINERALS I COM 911922102 747,640 -5,650 -0.75 97,641 8.24 0.0044
2026-02-12 2025-12-31 13F UNITED STS LIME & MINERALS I COM 911922102 753,290 -12,974 -1.69 90,205 -10.51 0.0189
2025-11-12 2025-09-30 13F UNITED STS LIME & MINERALS I COM 911922102 766,264 -37,822 -4.70 100,798 25.61 0.0216
2025-08-12 2025-06-30 13F UNITED STS LIME & MINERALS I COM 911922102 804,086 -14,586 -1.78 80,247 10.91 0.0186
2025-05-13 2025-03-31 13F UNITED STS LIME & MINERALS I COM 911922102 818,672 -27,081 -3.20 72,353 -35.55 0.0180
2025-02-13 2024-12-31 13F UNITED STS LIME & MINERALS I COM 911922102 845,753 -56,292 -6.24 112,270 27.45 0.0270
2024-11-07 2024-09-30 13F UNITED STS LIME & MINERALS I COM 911922102 902,045 711,484 373.36 88,089 26.93 0.0214
2024-08-09 2024-06-30 13F UNITED STS LIME & MINERALS I COM 911922102 190,561 -34,759 -15.43 69,398 3.31 0.0181
2024-05-10 2024-03-31 13F UNITED STS LIME & MINERALS I COM 911922102 225,320 -2,590 -1.14 67,177 27.95 0.0182
2024-02-07 2023-12-31 13F UNITED STS LIME & MINERALS I COM 911922102 227,910 -4,026 -1.74 52,500 12.61 0.0153
2023-11-09 2023-09-30 13F UNITED STS LIME & MINERALS I COM 911922102 231,936 -1,834 -0.78 46,621 -4.53 0.0153
2023-08-09 2023-06-30 13F UNITED STS LIME & MINERALS I COM 911922102 233,770 -2,464 -1.04 48,831 35.38 0.0156
2023-05-12 2023-03-31 13F UNITED STS LIME & MINERALS I COM 911922102 236,234 -643 -0.27 36,070 109,203.03 0.0122
2023-02-09 2022-12-31 13F UNITED STS LIME & MINERALS I COM 911922102 236,877 272 0.11 33 -99.86 0.0099
2022-11-10 2022-09-30 13F UNITED STS LIME & MINERALS I COM 911922102 236,605 -395 -0.17 24,181 -3.38 0.0093
2022-08-12 2022-06-30 13F UNITED STS LIME & MINERALS I COM 911922102 237,000 -1 -0.00 25,027 -9.00 0.0090
2022-05-13 2022-03-31 13F UNITED STS LIME & MINERALS I COM 911922102 237,001 91 0.04 27,502 -10.02 0.0085
2022-02-09 2021-12-31 13F UNITED STS LIME & MINERALS I COM 911922102 236,910 -915 -0.38 30,565 6.39 0.0092
2021-11-12 2021-09-30 13F UNITED STS LIME & MINERALS I COM 911922102 237,825 -1,333 -0.56 28,730 -13.63 0.0093
2021-08-12 2021-06-30 13F UNITED STS LIME & MINERALS I COM 911922102 239,158 -6,405 -2.61 33,265 1.31 0.0105
2021-05-14 2021-03-31 13F UNITED STS LIME & MINERALS I COM 911922102 245,563 -3,193 -1.28 32,835 15.78 0.0109
2021-03-08 2020-12-31 13F/A-2 UNITED STS LIME & MINERALS I COM 911922102 248,756 -4,530 -1.79 28,359 24.27 0.0102
2021-02-11 2020-12-31 13F UNITED STS LIME & MINERALS I COM 911922102 248,756 -4,530 28,359 10,241.7634
2020-11-12 2020-09-30 13F UNITED STS LIME & MINERALS I COM 911922102 253,286 -1,829 -0.72 22,821 5.94 0.0097
2020-08-13 2020-06-30 13F UNITED STATES LIME & MINERAL COM 911922102 255,115 450 0.18 21,542 14.55 0.0095
2020-05-14 2020-03-31 13F UNITED STATES LIME & MINERAL COM 911922102 254,665 867 0.34 18,806 -17.94 0.0098
2020-02-14 2019-12-31 13F UNITED STATES LIME & MINERAL COM 911922102 253,798 -8,585 -3.27 22,918 14.18 0.0084
2019-11-12 2019-09-30 13F UNITED STATES LIME & MINERAL COM 911922102 262,383 -479 -0.18 20,072 -4.55 0.0078
2019-08-13 2019-06-30 13F UNITED STATES LIME & MINERAL COM 911922102 262,862 -797 -0.30 21,029 3.42 0.0082
2019-08-12 2019-03-31 13F/A-2 UNITED STATES LIME & MINERAL COM 911922102 263,659 -184 -0.07 20,333 8.54 0.0081
2019-05-10 2019-03-31 13F UNITED STATES LIME & MINERAL COM 911922102 263,659 -184 20,333
2019-02-26 2018-12-31 13F/A-1 UNITED STATES LIME & MINERAL COM 911922102 263,843 1,739 0.66 18,733 -9.47 0.0085
2019-02-13 2018-12-31 13F UNITED STATES LIME & MINERAL COM 911922102 263,843 1,739 18,733
2018-11-13 2018-09-30 13F UNITED STATES LIME & MINERAL COM 911922102 262,104 1,684 0.65 20,693 -5.29 0.0079
2018-08-10 2018-06-30 13F UNITED STATES LIME & MINERAL COM 911922102 260,420 7,442 2.94 21,849 18.02 0.0087
2018-05-11 2018-03-31 13F UNITED STATES LIME & MINERAL COM 911922102 252,978 11,541 4.78 18,513 -0.55 0.0077
2018-02-12 2017-12-31 13F UNITED STATES LIME & MINERAL COM 911922102 241,437 16,710 7.44 18,615 -1.39 0.0077
2017-11-13 2017-09-30 13F UNITED STATES LIME & MINERAL COM 911922102 224,727 9,553 4.44 18,877 11.80 0.0082
2017-08-11 2017-06-30 13F UNITED STATES LIME & MINERAL COM 911922102 215,174 5,364 2.56 16,884 1.89 0.0078
2017-05-12 2017-03-31 13F UNITED STATES LIME & MINERAL COM 911922102 209,810 5,445 2.66 16,571 7.04 0.0079
2017-02-09 2016-12-31 13F UNITED STATES LIME & MINERAL COM 911922102 204,365 672 0.33 15,481 15.15 0.0077
2016-11-10 2016-09-30 13F UNITED STATES LIME & MINERAL COM 911922102 203,693 293 0.14 13,444 12.04 0.0073
2016-08-09 2016-06-30 13F UNITED STATES LIME & MINERAL COM 911922102 203,400 7,269 3.71 11,999 1.95 0.0069
2016-05-13 2016-03-31 13F UNITED STATES LIME & MINERAL COM 911922102 196,131 3,009 1.56 11,769 10.88 0.0070
2016-02-10 2015-12-31 13F UNITED STATES LIME & MINERAL COM 911922102 193,122 -549 -0.28 10,614 20.05 0.0066
2015-11-13 2015-09-30 13F UNITED STATES LIME & MINERAL COM 911922102 193,671 -316 -0.16 8,841 -21.59 0.0058
2015-08-14 2015-06-30 13F UNITED STATES LIME & MINERAL COM 911922102 193,987 802 0.42 11,275 -9.51 0.0069
2015-05-14 2015-03-31 13F UNITED STATES LIME & MINERAL COM 911922102 193,185 4,481 2.37 12,460 -9.38 0.0079
2015-02-06 2014-12-31 13F UNITED STATES LIME & MINERAL COM 911922102 188,704 10,637 5.97 13,749 32.83 0.0090
2014-11-13 2014-09-30 13F UNITED STATES LIME & MINERAL COM 911922102 178,067 2,327 1.32 10,351 -9.11 0.0073
2014-08-08 2014-06-30 13F UNITED STATES LIME & MINERAL COM 911922102 175,740 4,135 2.41 11,388 17.88 0.0079
2014-05-14 2014-03-31 13F UNITED STATES LIME & MINERAL COM 911922102 171,605 782 0.46 9,661 -7.54 0.0072
2014-02-12 2013-12-31 13F UNITED STATES LIME & MINERAL COM 911922102 170,823 2,792 1.66 10,449 6.11 0.0081
2013-11-13 2013-09-30 13F UNITED STATES LIME & MINERAL COM 911922102 168,031 1,359 0.82 9,847 13.07 0.0085
2013-08-15 2013-06-30 13F UNITED STATES LIME & MINERAL COM 911922102 166,672 166,672 8,709 0.0082
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.