HERITAGE INVESTORS MANAGEMENT CORP
Position in USLM — United States Lime & Minerals Inc
CIK 937589
BETHESDA, MD
Position in USLM
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$4,046,167
+$305,250 QoQ
Shares Held
30,979
-0.8% QoQ
Ownership
0.108%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in USLM Over Time
Shares Held
Position Value (USD)
Position in Building Materials
Basic Materials · as of Mar 31, 2026HERITAGE INVESTORS MANAGEMENT CORP holds $41,929,879 across 3 Building Materials names. USLM ranks #2 (9.6% of the industry book) .
All Filings in USLM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,046,167 | 30,979 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $3,740,917 | 31,242 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $4,109,885 | 31,242 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,118,251 | 31,245 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,761,433 | 31,245 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $4,147,461 | 31,245 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $3,051,386 | 31,245 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $456,317 | 6,265 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $384,600 | 6,450 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $374,549 | 8,130 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $332,614 | 8,274 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $354,026 | 8,474 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $327,000 | 10,708 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $301,507 | 10,710 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $220,833 | 10,804 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $228,180 | 10,804 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $250,739 | 10,804 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $278,786 | 10,804 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $261,024 | 10,804 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $300,545 | 10,804 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $288,920 | 10,804 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $246,331 | 10,804 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $198,292 | 11,004 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $188,436 | 11,158 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $76,804 | 5,200 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||