USLM — UNITED STS LIME & MINERALS I

Ownership history in INCEPTIONR LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which INCEPTIONR LLC reported a position in UNITED STS LIME & MINERALS I (USLM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.12% (2024 Q4)
Avg. % of fund
0.08%
First filed
2024 Q2
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 1,753 -880 -33.4% 0.06% $231K $131.41
2025 Q1 REDUCED 2,633 -1,532 -36.8% 0.07% $233K $88.19
2024 Q4 ADDED 4,165 +3,445 +478.5% 0.12% $553K $132.37
2024 Q2 INITIATED 720 — — 0.07% $262K —
% of Fund (quarterly)    USLM price (monthly, adj. close)

Other funds also holding USLM

As of 2025 Q4 — sorted by position size

Estuary Capital Management LP 0.91% Cardinal Capital Management 3Y 7Y 0.71% Yorktown Management & Research Co Inc 3Y 7Y 0.6% ArrowMark Colorado Holdings LLC 3Y 7Y 0.51% Minerva Advisors LLC 3Y 7Y 0.5% Copeland Capital Management, LLC 3Y 7Y 0.5% Linden Thomas Advisory Services, LLC 3Y 0.49% AM INVESTMENT STRATEGIES LLC 3Y 0.37% North Star Investment Management Corp. 3Y 7Y 0.29% Kaizen Financial Strategies 3Y 0.26%
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