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Joel Greenblatt’s USLM Holdings & Trades

First Buy
Q1 2025
Duration Held
5 Quarters
Largest Add
Q2 2025
+5,384 Shares
Current Position
4,997 Shares
$652,658 Value

Joel Greenblatt's USLM Position Overview

Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 4,997 shares of United States Lime & Minerals, Inc. (USLM) worth $652,658, representing 0.00% of the portfolio. First purchased in 2025-Q1, this short-term holding has been held for 5 quarters.

Based on 13F filings, Joel Greenblatt has maintained this position in USLM for several quarters, showing initial confidence in the investment. Largest addition occurred in Q2 2025, adding 5,384 shares. Largest reduction occurred in Q3 2025, reducing 3,395 shares.

Analysis based on 13F filings available since 2013 Q2

Joel Greenblatt'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 Joel Greenblatt

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2026 -1,068 Reduce 17.61% 4,997 $130.61
Q4 2025 -87 Reduce 1.41% 6,065 $119.74
Q3 2025 -3,395 Reduce 35.56% 6,152 $131.55
Q2 2025 +5,384 Add 129.33% 9,547 $99.80
Q1 2025 +4,163 New Buy 4,163 $88.38

Joel Greenblatt's United States Lime & Minerals Investment FAQs

Joel Greenblatt first purchased United States Lime & Minerals, Inc. (USLM) in Q1 2025, acquiring 4,163 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Joel Greenblatt has held United States Lime & Minerals, Inc. (USLM) for 5 quarters since Q1 2025.

Joel Greenblatt's largest addition to United States Lime & Minerals, Inc. (USLM) was in Q2 2025, adding 9,547 shares worth $952,791.

According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 4,997 shares of United States Lime & Minerals, Inc. (USLM), valued at approximately $652,658.

As of the Q1 2026 filing, United States Lime & Minerals, Inc. (USLM) represents approximately 0.00% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.

Joel Greenblatt's peak holding in United States Lime & Minerals, Inc. (USLM) was 9,547 shares, as reported at the end of Q2 2025.