North Star Investment Management’s United States Lime & Minerals USLM Stock Holding History

North Star Investment 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 Q1	$4.25M	Sell	32,550 -6,000	-16%	-$721K	0.26%	90
2025 Q4	$4.62M	Sell	38,550 -8,500	-18%	-$1.05M	0.29%	73
2025 Q3	$6.19M	Hold	47,050	–	–	0.4%	53
2025 Q2	$4.7M	Sell	47,050 -350	-0.7%	-$34.2K	0.33%	64
2025 Q1	$4.19M	Sell	47,400 -450	-0.9%	-$46.8K	0.31%	74
2024 Q4	$6.35M	Sell	47,850 -19,000	-28%	-$2.41M	0.44%	52
2024 Q3	$6.53M	Hold	66,850	–	–	0.45%	55
2024 Q2	$4.87M	Sell	66,850 -31,275	-32%	-$2.08M	0.36%	65
2024 Q1	$5.85M	Sell	98,125 -20,000	-17%	-$1.03M	0.42%	61
2023 Q4	$5.44M	Hold	118,125	–	–	0.42%	56
2023 Q3	$4.75M	Hold	118,125	–	–	0.4%	63
2023 Q2	$4.94M	Sell	118,125 -250	-0.2%	-$8.76K	0.4%	56
2023 Q1	$3.61M	Hold	118,375	–	–	0.3%	88
2022 Q4	$3.33M	Hold	118,375	–	–	0.3%	86
2022 Q3	$2.42M	Hold	118,375	–	–	0.24%	107
2022 Q2	$2.5M	Hold	118,375	–	–	0.23%	111
2022 Q1	$2.75M	Hold	118,375	–	–	0.21%	110
2021 Q4	$3.06M	Hold	118,375	–	–	0.21%	105
2021 Q3	$2.86M	Sell	118,375 -750	-0.6%	-$20.9K	0.23%	107
2021 Q2	$3.31M	Hold	119,125	–	–	0.26%	93
2021 Q1	$3.19M	Hold	119,125	–	–	0.3%	93
2020 Q4	$2.72M	Buy	119,125 +875	+0.7%	+$18.1K	0.28%	91
2020 Q3	$2.13M	Hold	118,250	–	–	0.25%	94
2020 Q2	$2M	Hold	118,250	–	–	0.26%	98
2020 Q1	$1.75M	Hold	118,250	–	–	0.26%	104
2019 Q4	$2.14M	Hold	118,250	–	–	0.22%	117
2019 Q3	$1.81M	Sell	118,250 -1,000	-0.8%	-$16.1K	0.2%	131
2019 Q2	$1.91M	Hold	119,250	–	–	0.22%	129
2019 Q1	$1.84M	Hold	119,250	–	–	0.21%	131
2018 Q4	$1.69M	Hold	119,250	–	–	0.22%	132
2018 Q3	$1.88M	Hold	119,250	–	–	0.21%	137
2018 Q2	$2M	Hold	119,250	–	–	0.23%	122
2018 Q1	$1.75M	Hold	119,250	–	–	0.21%	137
2017 Q4	$1.84M	Hold	119,250	–	–	0.22%	126
2017 Q3	$2M	Hold	119,250	–	–	0.25%	111
2017 Q2	$1.87M	Hold	119,250	–	–	0.25%	114
2017 Q1	$1.88M	Hold	119,250	–	–	0.26%	108
2016 Q4	$1.81M	Sell	119,250 -625	-0.5%	-$8.81K	0.27%	107
2016 Q3	$1.58M	Hold	119,875	–	–	0.28%	101
2016 Q2	$1.41M	Buy	119,875 +5,000	+4%	+$55.5K	0.26%	110
2016 Q1	$1.38M	Buy	114,875 +37,165	+48%	+$402K	0.26%	107
2015 Q4	$854K	Buy	77,710 +1,460	+2%	+$14.9K	0.17%	152
2015 Q3	$696K	Buy	76,250 +19,500	+34%	+$208K	0.14%	175
2015 Q2	$660K	Hold	56,750	–	–	0.12%	188
2015 Q1	$732K	Hold	56,750	–	–	0.14%	182
2014 Q4	$827K	Buy	56,750 +2,880	+5%	+$39.2K	0.16%	162
2014 Q3	$626K	Buy	53,870 +2,120	+4%	+$25.4K	0.13%	184
2014 Q2	$671K	Hold	51,750	–	–	0.13%	175
2014 Q1	$583K	Hold	51,750	–	–	0.12%	187
2013 Q4	$633K	Buy	51,750 +250	+0.5%	+$2.87K	0.14%	171
2013 Q3	$604K	Sell	51,500 -250	-0.5%	-$2.91K	0.16%	160
2013 Q2	$541K	Buy	+51,750	New	+$509K	0.14%	157

Other funds holding USLM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

North Star Investment Management's USLM Position: Q1 2026 in Review

North Star Investment Management reduced its United States Lime & Minerals (USLM) stake by 16% in Q1 2026, selling an estimated $721K and leaving 32,550 shares worth $4.25M. The position accounts for 0.26% of the portfolio, ranked #90.

North Star Investment Management first reported a position in USLM in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.53M in Q3 2024. 237 funds tracked by Wall St. Rank hold USLM as of Q1 2026.

North Star Investment Management held 32,550 shares of United States Lime & Minerals worth $4.25M as of Q1 2026.
North Star Investment Management sold 6,000 United States Lime & Minerals shares in Q1 2026, an estimated $721K.
United States Lime & Minerals made up 0.26% of North Star Investment Management's portfolio in Q1 2026, its #90 holding.
North Star Investment Management first reported a position in United States Lime & Minerals in Q2 2013 and has held it in 52 quarters since.
North Star Investment Management's United States Lime & Minerals position peaked at $6.53M in Q3 2024.
237 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.