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Yorktown Management & Research Company’s United States Lime & Minerals USLM Stock Holding History

Yorktown Management & Research Company’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 		$652K Hold
6,225
– – 0.4% 84
2026
Q1 		$813K Hold
6,225
– – 0.68% 36
2025
Q4 		$745K Hold
6,225
– – 0.6% 43
2025
Q3 		$819K Hold
6,225
– – 0.65% 34
2025
Q2 		$621K Hold
6,225
– – 0.59% 46
2025
Q1 		$550K Hold
6,225
– – 0.6% 48
2024
Q4 		$826K Hold
6,225
– – 0.79% 22
2024
Q3 		$608K Buy
6,225
+2,100
+51% +$169K 0.62% 47
2024
Q2 		$300K Buy
+4,125
New +$275K 0.32% 153

Other funds holding USLM

CCMINC
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return
DCM
Davidson Capital Management Corpus Christi, Texas $624M AUM 29.17% 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

Yorktown Management & Research Company's USLM Position: Q2 2026 in Review

Yorktown Management & Research Company held its United States Lime & Minerals (USLM) position steady in Q2 2026 at 6,225 shares worth $652K. The position accounts for 0.4% of the portfolio, ranked #84.

Yorktown Management & Research Company first reported a position in USLM in Q2 2024 and has held it in 9 quarters since. The position peaked at $826K in Q4 2024. 58 funds tracked by Wall St. Rank hold USLM as of Q2 2026.

  • Yorktown Management & Research Company held 6,225 shares of United States Lime & Minerals worth $652K as of Q2 2026.
  • Yorktown Management & Research Company left its United States Lime & Minerals share count unchanged in Q2 2026.
  • United States Lime & Minerals made up 0.4% of Yorktown Management & Research Company's portfolio in Q2 2026, its #84 holding.
  • Yorktown Management & Research Company first reported a position in United States Lime & Minerals in Q2 2024 and has held it in 9 quarters since.
  • Yorktown Management & Research Company's United States Lime & Minerals position peaked at $826K in Q4 2024.
  • 58 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q2 2026.

Based on Yorktown Management & Research Company's 13F filing for Q2 2026, filed 23 Jul 2026.