Y-Intercept (HK)’s United States Lime & Minerals USLM Stock Holding History

Y-Intercept (HK)’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	$446K	Buy	+3,942	New	+$445K	0.01%	1320
2026 Q2	–	Sell	-13,733	Closed	-$1.79M	–	2190
2026 Q1	$1.79M	Buy	13,733 +3,344	+32%	+$402K	0.03%	772
2025 Q4	$1.24M	Buy	+10,389	New	+$1.29M	0.03%	875
2025 Q3	–	Sell	-10,720	Closed	-$1.07M	–	2074
2025 Q2	$1.07M	Buy	+10,720	New	+$1.05M	0.03%	902
2025 Q1	–	Sell	-3,174	Closed	-$421K	–	1629
2024 Q4	$421K	Buy	+3,174	New	+$402K	0.03%	805
2024 Q3	–	Sell	-7,705	Closed	-$561K	–	1830
2024 Q2	$561K	Buy	+7,705	New	+$513K	0.03%	763

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

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $9.18B AUM 10.37% 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

Y-Intercept (HK)'s USLM Position: Q3 2026 in Review

Y-Intercept (HK) opened a new position in United States Lime & Minerals (USLM) in Q3 2026: 3,942 shares worth $446K. The stake represents 0.01% of the portfolio and ranks #1320 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in USLM as recently as Q1 2026.

Y-Intercept (HK) first reported a position in USLM in Q2 2024 and has held it in 6 quarters since. The position peaked at $1.79M in Q1 2026. 123 funds tracked by Wall St. Rank hold USLM as of Q3 2026.

Y-Intercept (HK) held 3,942 shares of United States Lime & Minerals worth $446K as of Q3 2026.
United States Lime & Minerals was a new Y-Intercept (HK) position in Q3 2026.
United States Lime & Minerals made up 0.01% of Y-Intercept (HK)'s portfolio in Q3 2026, its #1320 holding.
Y-Intercept (HK) first reported a position in United States Lime & Minerals in Q2 2024 and has held it in 6 quarters since.
Y-Intercept (HK)'s United States Lime & Minerals position peaked at $1.79M in Q1 2026.
123 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.