Chuck Royce's USLM Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 90,972 shares of United States Lime & Minerals, Inc. (USLM) worth $11.88 M, representing 0.12% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 40 quarters.
Based on 13F filings, Chuck Royce has maintained a strategic position in USLM, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2020, adding 252,850 shares. Largest reduction occurred in Q2 2024, reducing 158,500 shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce's United States Lime & Minerals (USLM) Holding Value Over Time
Track share changes against reported price movement
Quarterly United States Lime & Minerals (USLM) Trades by Chuck Royce
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +33,352 | Add 57.88% | 90,972 | $130.61 |
| Q4 2025 | +2,257 | Add 4.08% | 57,620 | $119.74 |
| Q3 2025 | -54,714 | Reduce 49.71% | 55,363 | $131.55 |
| Q2 2025 | -135,189 | Reduce 55.12% | 110,077 | $99.80 |
| Q1 2025 | -22,234 | Reduce 8.31% | 245,266 | $88.38 |
| Q4 2024 | -84,700 | Reduce 24.05% | 267,500 | $132.74 |
| Q3 2024 | -64,800 | Reduce 15.54% | 352,200 | $97.66 |
| Q2 2024 | -158,500 | Reduce 27.54% | 417,000 | $72.84 |
| Q1 2024 | -129,175 | Reduce 18.33% | 575,500 | $59.63 |
| Q3 2023 | -17,355 | Reduce 2.40% | 704,675 | $40.20 |
| Q2 2023 | -37,970 | Reduce 5.00% | 722,030 | $41.78 |
| Q1 2023 | -34,000 | Reduce 4.28% | 760,000 | $30.54 |
| Q4 2022 | -11,480 | Reduce 1.43% | 794,000 | $28.15 |
| Q3 2022 | +41,980 | Add 5.50% | 805,480 | $20.44 |
| Q2 2022 | +69,650 | Add 10.04% | 763,500 | $21.12 |
| Q1 2022 | +80,850 | Add 13.19% | 693,850 | $23.21 |
| Q4 2021 | +51,500 | Add 9.17% | 613,000 | $25.80 |
| Q3 2021 | +57,500 | Add 11.41% | 561,500 | $24.16 |
| Q2 2021 | -27,000 | Reduce 5.08% | 504,000 | $27.82 |
| Q1 2021 | +27,000 | Add 5.36% | 531,000 | $26.74 |
| Q4 2020 | +82,000 | Add 19.43% | 504,000 | $22.80 |
| Q3 2020 | +252,850 | Add 149.48% | 422,000 | $18.02 |
| Q2 2020 | +169,150 | New Buy | 169,150 | $16.89 |
| Q3 2018 | -795 | Sold Out | 0 | $0.00 |
| Q2 2018 | +280 | Add 54.37% | 795 | $16.35 |
| Q1 2018 | +10 | Add 1.98% | 515 | $15.53 |
| Q4 2017 | +45 | Add 9.78% | 505 | $15.84 |
| Q3 2017 | +460 | New Buy | 460 | $17.39 |
| Q4 2015 | -4,000 | Sold Out | 0 | $0.00 |
| Q2 2015 | -8,000 | Reduce 66.67% | 4,000 | $11.50 |
| Q4 2014 | +4,000 | Add 50.00% | 12,000 | $14.58 |
| Q1 2014 | +3,500 | Add 77.78% | 8,000 | $11.25 |
| Q3 2013 | +1,000 | Add 28.57% | 4,500 | $11.78 |
| Q2 2013 | +3,500 | Add 0.00% | 3,500 | $10.57 |
Chuck Royce's United States Lime & Minerals Investment FAQs
Chuck Royce first purchased United States Lime & Minerals, Inc. (USLM) in Q2 2013, acquiring 3,500 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce has held United States Lime & Minerals, Inc. (USLM) for 40 quarters since Q2 2013.
Chuck Royce's largest addition to United States Lime & Minerals, Inc. (USLM) was in Q3 2020, adding 422,000 shares worth $7.6 M.
According to the latest 13F filing for Q1 2026, Chuck Royce's firm, Royce & Associates Lp, owns 90,972 shares of United States Lime & Minerals, Inc. (USLM), valued at approximately $11.88 M.
As of the Q1 2026 filing, United States Lime & Minerals, Inc. (USLM) represents approximately 0.12% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.
Chuck Royce's peak holding in United States Lime & Minerals, Inc. (USLM) was 805,480 shares, as reported at the end of Q3 2022.