Kaizen Financial Strategies USLM — UNITED STS LIME & MINERALS I

Ownership history in Kaizen Financial Strategies  ·  7 quarters on record

AI Ownership Summary

Kaizen Financial Strategies reported UNITED STS LIME & MINERALS I (USLM) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 0.41% in 2024 Q4. The latest visible filing shows USLM at 0.26% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this USLM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Kaizen Financial Strategies's position in UNITED STS LIME & MINERALS I, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

USLM was reported at 0.26% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.41% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

USLM stock page Kaizen Financial Strategies fund profile Kaizen Financial Strategies full holdings
How Kaizen Financial Strategies held USLM — position size vs. price
% of Fund (quarterly)    USLM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 7.9% +9.1% ❌ 4,978 -425 -7.9% 0.26% $596K 2026-02-14 (Est.) $108.40
2025 Q3 REDUCED 9.8% -4.9% ✅ 5,403 -588 -9.8% 0.28% $618K 2025-11-12 $122.26
2025 Q2 ADDED — — — 5,991 +100 +1.7% 0.30% $598K 2025-08-08 $111.97
2025 Q1 ADDED — — — 5,891 +433 +7.9% 0.30% $521K 2025-04-09 $93.20
2024 Q4 REDUCED — — — 5,458 -220 -3.9% 0.41% $724K 2025-02-14 $104.03
2024 Q3 REDUCED — — — 5,678 -32 -0.6% 0.32% $555K 2024-11-04 $110.22
2024 Q2 INITIATED — — — 5,710 — — 0.29% $471K 2024-08-05 $73.76

🏢 Other funds also holding USLM

As of 2026 Q1 — sorted by position size

Davidson Capital Management Inc. 3Y 1.0% Cardinal Capital Management 3Y 7Y 0.75% Yorktown Management & Research Co Inc 3Y 7Y 0.68% Linden Thomas Advisory Services, LLC 3Y 0.51% North Star Investment Management Corp. 3Y 7Y 0.26% J. Team Financial, Inc. 0.24% THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.2% THOMPSON DAVIS & CO., INC. 3Y 7Y 0.14% HERITAGE INVESTORS MANAGEMENT CORP 3Y 7Y 0.12% JAMES INVESTMENT RESEARCH, INC. 3Y 7Y 0.12%

FAQ About Kaizen Financial Strategies and USLM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Kaizen Financial Strategies reported owning USLM?

Kaizen Financial Strategies reported USLM across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported USLM position in Kaizen Financial Strategies's portfolio?

The largest reported portfolio weight for USLM was 0.41% in 2024 Q4.

What is the latest reported USLM position on this page?

The most recent filing on this page is 2025 Q4, when Kaizen Financial Strategies reported 4,978 shares, equal to 0.26% of portfolio, with an estimated market value of $596K.

What does the chart on this USLM ownership page compare?

The chart compares Kaizen Financial Strategies's quarterly USLM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Kaizen Financial Strategies time their USLM position?

Based on 13F filing dates vs. subsequent USLM price moves, Kaizen Financial Strategies correctly timed 6 out of 6 reported position changes (100%). The annualised alpha on USLM relative to SPY over the holding period was +12.7%.

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