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Equibles

HERITAGE INVESTORS MANAGEMENT CORP

Position in USLM — United States Lime & Minerals Inc

CIK 937589 BETHESDA, MD
Back to USLM Full portfolio

Position in USLM

as of Jun 30, 2026 · filed Aug 4, 2026
Position Value
$3,242,362
-$803,805 QoQ
Shares Held
30,977
-0.0% QoQ
Ownership
0.108%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#43
of 236 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026

HERITAGE INVESTORS MANAGEMENT CORP holds $40,788,040 across 3 Building Materials names. USLM ranks #2 (7.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MLM
Martin Marietta Materials Inc
 63,180 $36,435,906
2 USLM
United States Lime & Minerals Inc
This page 		30,977 $3,242,362
3 SMID
Smith Midland Corp
 38,268 $1,109,772

All Filings in USLM

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,242,362 30,977
2026-03-31 $4,046,167 30,979
2025-12-31 $3,740,917 31,242
2025-09-30 $4,109,885 31,242
2025-06-30 $3,118,251 31,245
2025-03-31 $2,761,433 31,245
2024-12-31 $4,147,461 31,245
2024-09-30 $3,051,386 31,245
2024-06-30 $2,281,587 6,265
2024-03-31 $1,923,003 6,450
2023-12-31 $1,872,745 8,130
2023-09-30 $1,663,074 8,274
2023-06-30 $1,770,133 8,474
2023-03-31 $1,635,004 10,708
2022-12-31 $1,507,539 10,710
2022-09-30 $1,104,168 10,804
2022-06-30 $1,140,902 10,804
2022-03-31 $1,253,696 10,804
2021-12-31 $1,393,932 10,804
2021-09-30 $1,305,123 10,804
2021-06-30 $1,502,728 10,804
2021-03-31 $1,444,602 10,804
2020-12-31 $1,231,656 10,804
2020-09-30 $991,460 11,004
2020-06-30 $942,181 11,158
2020-03-31 $384,020 5,200