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Congruence Capital’s United States Lime & Minerals USLM Stock Holding History

Congruence Capital’s Portfolio USLM Stock Details USLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.31M Sell
12,497
-26,571
-68% -$3.08M 0.34% 28
2026
Q1 		$5.1M Sell
39,068
-16,863
-30% -$2.03M 1.71% 21
2025
Q4 		$6.7M Buy
+55,931
New +$6.93M 2.46% 16

Other funds holding USLM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Congruence Capital's USLM Position: Q2 2026 in Review

Congruence Capital reduced its United States Lime & Minerals (USLM) stake by 68% in Q2 2026, selling an estimated $3.08M and leaving 12,497 shares worth $1.31M. The position accounts for 0.34% of the portfolio, ranked #28.

Congruence Capital first reported a position in USLM in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.7M in Q4 2025. 234 funds tracked by Wall St. Rank hold USLM as of Q2 2026.

  • Congruence Capital held 12,497 shares of United States Lime & Minerals worth $1.31M as of Q2 2026.
  • Congruence Capital sold 26,571 United States Lime & Minerals shares in Q2 2026, an estimated $3.08M.
  • United States Lime & Minerals made up 0.34% of Congruence Capital's portfolio in Q2 2026, its #28 holding.
  • Congruence Capital first reported a position in United States Lime & Minerals in Q4 2025 and has held it in 3 quarters since.
  • Congruence Capital's United States Lime & Minerals position peaked at $6.7M in Q4 2025.
  • 234 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q2 2026.

Based on Congruence Capital's 13F filing for Q2 2026, filed 13 Aug 2026.