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

Versant 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 Q3	$34.6K	Sell	306 -6	-2%	-$678	﹤0.01%	1659
2026 Q2	$32.7K	Buy	312 +9	+3%	+$1.04K	﹤0.01%	1660
2026 Q1	$39.6K	Buy	303 +41	+16%	+$4.93K	﹤0.01%	1380
2025 Q4	$31.4K	Hold	262	–	–	﹤0.01%	1357
2025 Q3	$34.5K	Hold	262	–	–	﹤0.01%	1247
2025 Q2	$26.1K	Hold	262	–	–	﹤0.01%	1370
2025 Q1	$23.2K	Buy	+262	New	+$27.2K	﹤0.01%	1269

Other funds holding USLM

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Davidson Capital Management Corpus Christi, Texas $604M AUM 18.09% 1-Year Est. Return

Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $861M AUM 27.19% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return

Heritage Investors Management Corp Bethesda, Maryland $3.52B AUM 30.22% 1-Year Est. Return

Versant Capital Management's USLM Position: Q3 2026 in Review

Versant Capital Management reduced its United States Lime & Minerals (USLM) stake by 1.9% in Q3 2026, selling an estimated $678 and leaving 306 shares worth $34.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1659.

Versant Capital Management first reported a position in USLM in Q1 2025 and has held it in 7 quarters since. The position peaked at $39.6K in Q1 2026. 98 funds tracked by Wall St. Rank hold USLM as of Q3 2026.

Versant Capital Management held 306 shares of United States Lime & Minerals worth $34.6K as of Q3 2026.
Versant Capital Management sold 6 United States Lime & Minerals shares in Q3 2026, an estimated $678.
United States Lime & Minerals made up ﹤0.01% of Versant Capital Management's portfolio in Q3 2026, its #1659 holding.
Versant Capital Management first reported a position in United States Lime & Minerals in Q1 2025 and has held it in 7 quarters since.
Versant Capital Management's United States Lime & Minerals position peaked at $39.6K in Q1 2026.
98 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q3 2026.

Based on Versant Capital Management's 13F filing for Q3 2026, filed 2 Oct 2026.