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

SecurityUSLM / United States Lime & Minerals, Inc.
InstitutionAlgert Global Llc
Latest Disclosed Ownership86,491 shares
Latest Disclosed Value $ 11,297
Algert Global Llc reports 6.08% decrease in ownership of USLM / United States Lime & Minerals, Inc.

On May 14, 2026 - Algert Global Llc filed a 13F-HR form disclosing ownership of 86,491 shares of United States Lime & Minerals, Inc. (US:USLM) valued at $11,296,590 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 92,087 shares of United States Lime & Minerals, Inc.. This represents a change in shares of -6.08% during the quarter. The current value of the position is $9,267,511 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)
2026-05-14 2026-03-31 13F UNITED STS LIME & MINERALS I COM 911922102 86,491 -5,596 -6.08 11 0.00 0.1700
2026-02-17 2025-12-31 13F UNITED STS LIME & MINERALS I COM 911922102 92,087 -26,124 -22.10 11 -26.67 0.1719
2025-11-14 2025-09-30 13F UNITED STS LIME & MINERALS I COM 911922102 118,211 36,077 43.92 16 87.50 0.2603
2025-08-14 2025-06-30 13F NITED STS LIME & MINERALS I COM 911922102 82,134 21,530 35.53 8 60.00 0.1717
2025-05-13 2025-03-31 13F UNITED STS LIME & MINERALS I COM 911922102 60,604 20,444 50.91 5 0.00 0.1325
2025-02-14 2024-12-31 13F UNITED STS LIME & MINERALS I COM 911922102 40,160 32,510 424.97 5 0.1254
2024-11-12 2024-09-30 13F UNITED STS LIME & MINERALS I COM 911922102 7,650 6,560 601.83 1 0.0201
2024-08-15 2024-06-30 13F UNITED STS LIME & MINERALS I COM 911922102 1,090 261 31.48 0 0.0132
2024-05-15 2024-03-31 13F UNITED STS LIME & MINERALS I COM 911922102 829 -219 -20.90 0 0.0097
2024-02-14 2023-12-31 13F UNITED STS LIME & MINERALS I COM 911922102 1,048 1,048 0 0.0097
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.