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

Davidson Capital Management’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 		$4.56M Buy
43,572
+1,238
+3% +$144K 0.73% 41
2026
Q1 		$5.53M Buy
42,334
+42,235
+42,662% +$5.08M 1% 23
2025
Q4 		$11.9K Buy
+99
New +$12.3K ﹤0.01% 83

Other funds holding USLM

CCMINC
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
AIS
AM Investment Strategies Chattanooga, Tennessee $521M AUM 33.22% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
YMRC
Yorktown Management & Research Company Forest, Virginia $163M AUM 68.53% 1-Year Est. Return

Davidson Capital Management's USLM Position: Q2 2026 in Review

Davidson Capital Management increased its United States Lime & Minerals (USLM) stake by 2.9% in Q2 2026, buying an estimated $144K and bringing the position to 43,572 shares worth $4.56M. The position accounts for 0.73% of the portfolio, ranked #41.

Davidson Capital Management first reported a position in USLM in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.53M in Q1 2026. 58 funds tracked by Wall St. Rank hold USLM as of Q2 2026.

  • Davidson Capital Management held 43,572 shares of United States Lime & Minerals worth $4.56M as of Q2 2026.
  • Davidson Capital Management bought 1,238 United States Lime & Minerals shares in Q2 2026, an estimated $144K.
  • United States Lime & Minerals made up 0.73% of Davidson Capital Management's portfolio in Q2 2026, its #41 holding.
  • Davidson Capital Management first reported a position in United States Lime & Minerals in Q4 2025 and has held it in 3 quarters since.
  • Davidson Capital Management's United States Lime & Minerals position peaked at $5.53M in Q1 2026.
  • 58 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q2 2026.

Based on Davidson Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.