What is the 13F Pro Quality Score for USLM?

13F Pro ranks UNITED STATES LIME & MINERALS INC (USLM) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View USLM's current score at https://13fpro.ai/research/USLM (free sign-up required for the full ranking).

Which hedge funds own the most USLM stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of USLM include BlackRock,, DIMENSIONAL FUND ADVISORS, RENAISSANCE TECHNOLOGIES. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/research/USLM as soon as new 13F filings post.

Where does 13F Pro source USLM data?

All UNITED STATES LIME & MINERALS INC fundamentals and ownership data come directly from SEC EDGAR. UNITED STATES LIME & MINERALS INC files with the SEC under CIK 82020. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is USLM in?

UNITED STATES LIME & MINERALS INC (USLM) is classified in the Materials sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/materials.

What drives USLM's revenue?

Per UNITED STATES LIME & MINERALS INC's latest 10-Q filed with the SEC on 2026-04-30, the biggest revenue drivers are: Lime and limestone operations ($87.8M, -3.7% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/research/USLM.

How often is USLM research updated on 13F Pro?

USLM's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

UNITED STATES LIME & MINERALS INC(USLM)Stock Analysis

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13F Pro Quality Score

73.3/100

Rank #202 of 2,879 stocksTOP 10%

View Materials peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

73.0/100

Profitability

93.1/100

Balance Sheet

96.5/100

Earnings Quality

76.3/100

Free Cash Flow

81.8/100

Institutional Flow

53.2/100

Revenue Scale

32.6/100

Dilution Risk

39.8/100

USLM Stock Analysis & AI Quality Score

AI stock analysis and institutional research for UNITED STATES LIME & MINERALS INC (USLM), a Materials sector company. 13F Pro's AI-powered ranking engine scores USLM at 73.3/100 on a 32-signal composite quality model, placing it at rank #202 of 2,879 stocks — the top 10% of the AI-ranked universe. USLM scores in the top quartile across balance sheet strength (96.5), profitability (93.1), free cash flow (81.8). Areas of concern include revenue scale (32.6), which score below median versus the broader universe. Shareholder dilution risk is elevated at 39.8/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), UNITED STATES LIME & MINERALS INC reports quarterly revenue of $87.8M, net income of $30.6M, an operating margin of 40.7%. Top institutional holders of USLM by reported 13-F value include BlackRock,, DIMENSIONAL FUND ADVISORS, RENAISSANCE TECHNOLOGIES, based on the most recent SEC filings. USLM trades on the Nasdaq exchange and files with the SEC under CIK 82020. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate USLM daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for UNITED STATES LIME & MINERALS INC directly from SEC EDGAR. UNITED STATES LIME & MINERALS INC's 13F Pro composite quality score has ranged between 61 and 79 since 2021, currently 73.3 — an improving long-term trajectory across 28 quarterly and live scoring snapshots.

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Fun facts about UNITED STATES LIME & MINERALS INC

Quirks, history, and lore behind USLM — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. basic materials company · small-cap · listed on Nasdaq · headquartered in Texas.
2
The Numbers
Annual revenue in the range of $250–300 million, yet it runs some of the fattest operating margins in its niche — think quarry-style economics where the rock basically sells itself.
3
The History
Tracing its roots back to the late 19th century, it has quietly operated lime kilns and quarries across Texas and the American Southwest for well over a hundred years.
4
The Secret
Its customers are not consumers — they're steel mills, water treatment plants, and oil refineries that need high-calcium lime to neutralize acids, purify metals, and clean up wastewater.
5
The Lore
It sits atop some of the purest limestone deposits in North America, giving it a geological moat that no competitor can easily replicate — you can't move a mountain, after all.
6
The Giveaway
The ticker is literally four letters that stand for United States Lime — and this sleepy lime-and-limestone producer has quietly compounded shareholder returns for decades without anyone at a cocktail party ever asking what it does.

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What's Driving USLM's Business? Latest 10-Q Breakdown

✓ 16/16 datapoints verified

AI-extracted from UNITED STATES LIME & MINERALS INC's 10-Q filed 2026-04-30 — Q1 2026 (quarter ended March 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Revenue declined 3.7% YoY to $87.8M due to lower sales volumes in construction, oil & gas, and roof shingle sectors, with gross profit down 9.5% from higher fuel and transportation costs.

Biggest Revenue Drivers

Total revenue: $87.8M-3.7% YoY

Lime and limestone operations$87.8M-3.7% YoY

Decreased 3.4% in sales volumes principally from construction, oil and gas, and roof shingle customers, partially offset by steel customers; 0.2% decrease in average selling prices.

Largest Expense Items

Fuel, energy, and transportation$21.973M+8.4% YoY

Higher fuel and transportation costs drove gross profit decline.

Depreciation, depletion, and amortization$6.520M+7.8% YoY

Component of cost of revenues.

Personnel expenses (cost of revenues)$8.129M+2.4% YoY

Labor costs increased slightly year-over-year.

Selling, general, and administrative$5.969M-4.7% YoY

Decreased primarily due to lower personnel expenses, including stock-based compensation.

Margins: Gross profit margin contracted to 47.5% from 50.6% YoY, primarily driven by decreased revenues and higher fuel and transportation costs. Operating margin declined to 40.7% from 43.7%, reflecting the gross profit pressure despite modest SG&A cost controls.

Watch Items from the Filing

Revenue declined 3.7% YoY to $87.8M—first revenue decrease since COVID-19 began in 2020, with construction, oil & gas, and roof shingle demand softening.
Texas kiln project capitalized at $48.5M cumulative ($10M in Q1 2026), with $65M estimated total cost and summer 2026 startup; depreciation will begin upon commercial saleable production.
Operating cash flow declined 18.7% YoY to $32.1M, primarily from $10.2M increase in trade receivables and $1.6M increase in other assets.
No debt outstanding; $4.6M letters of credit drawn on $75M revolving facility; company remains well-capitalized with $383.2M cash and strong liquidity for operations and dividends.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q1 2026

$87.8M

Net Income

Q1 2026

$30.6M

Free Cash Flow

Q1 2026

$13.7M

Operating Margin

Q1 2026

40.7%

D/E Ratio

Q1 2026

0.00

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+17.3% YoY

$372.7MFY 2025

FY21 $189.3MFY22 $236.2MFY24 $317.7MFY25 $372.7M

Net Income

+23.4% YoY

$134.3MFY 2025

FY21 $37.0MFY22 $45.4MFY24 $108.8MFY25 $134.3M

Operating Income

+26.4% YoY

$157.9MFY 2025

FY21 $46.4MFY22 $54.8MFY24 $124.9MFY25 $157.9M

EPS (Diluted)

+23.2% YoY

$4.67FY 2025

FY21 $1.31FY22 $0.32FY24 $3.79FY25 $4.67

Total Assets

+25.4% YoY

$681.0MFY 2025

FY21 $316.2MFY22 $367.8MFY24 $543.2MFY25 $681.0M

Total Debt

$0.00FY 2025

FY21 $0.00FY22 $0.00FY24 $0.00FY25 $0.00

Op. Cash Flow

+30.9% YoY

$165.0MFY 2025

FY21 $55.7MFY22 $64.4MFY24 $126.0MFY25 $165.0M

Metric	FY 2025	FY 2024	FY 2022	FY 2021	FY 2020	FY 2019
Revenue	$372.7M +17.3%	$317.7M +34.5%	$236.2M +24.8%	$189.3M +17.8%	$160.7M +1.5%	$158.3M
Net Income	$134.3M +23.4%	$108.8M +139.6%	$45.4M +22.6%	$37.0M +31.3%	$28.2M +8.3%	$26.1M
Operating Income	$157.9M +26.4%	$124.9M +128.0%	$54.8M +18.0%	$46.4M +37.0%	$33.9M +15.8%	$29.2M
EPS (Diluted)	$4.67 +23.2%	$3.79 +1084.4%	$0.32 -75.5%	$1.31 +30.8%	$1.00 +7.8%	$0.93
Total Assets	$681.0M +25.4%	$543.2M +47.7%	$367.8M +16.3%	$316.2M +13.3%	$279.1M +13.0%	$247.0M
Total Debt	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00
Operating Cash Flow	$165.0M +30.9%	$126.0M +95.8%	$64.4M +15.6%	$55.7M -4.9%	$58.6M +24.6%	$47.0M

AI Insight: USLM Financial Trends

Revenue growth stalled in Q1 2026 after strong 2025 momentum, while equity base expanded 50% year-over-year driven by retained earnings.

• Revenue flat at $88M in Q1 2026 vs. Q4 2025; peaked at $102M in Q3 2025, suggesting cyclical headwinds.

• Operating income stable at $36M in Q1 2026, maintaining ~41% operating margin despite revenue decline.

• Equity grew 50% from $441M (Q2 2024) to $661M (Q1 2026) with zero debt throughout period.

⚠ Operating cash flow declined to $32M in Q1 2026 from $46M in Q3 2025 and Q4 2025—lowest in 9 quarters.

⚠ Net income compressed to $31M in Q1 2026 from peak of $39M in Q3 2025; monitor if revenue stabilizes.

AI Insight: USLM Ratio Trends

USLM's ROIC has declined 5.6pp from Q3 2025 (30.7%) to Q1 2026 (21.6%), signaling weakening capital efficiency.

• Operating margin remains elevated at 40.7% in Q1 2026, consistent with TTM 41.6%, showing sustained pricing power.

• ROE collapsed to 18.5% in Q1 2026 from 25.8% in Q3 2025, a 7.3pp drop reflecting sharply lower quarterly profitability.

• Debt/Equity remains at 0.00 across all periods; balance sheet is unlevered and pristine.

⚠ ROIC deterioration (30.7% → 21.6% in 2 quarters) suggests demand softness or seasonal working-capital drag.

⚠ Q1 2026 ROA (17.1%) is lowest in the dataset; monitor Q2 2026 for recovery or further deterioration.

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Available Research

13F Pro tracks comprehensive data for UNITED STATES LIME & MINERALS INC including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of USLM

BlackRock, Inc.
$112.7M863,200 sh
DIMENSIONAL FUND ADVISORS LP
$97.6M747,640 sh
RENAISSANCE TECHNOLOGIES LLC
$80.3M614,463 sh
VANGUARD CAPITAL MANAGEMENT LLC
$59.6M456,573 sh
FIRST TRUST ADVISORS LP
$57.7M441,951 sh
Select Equity Group, L.P.
$53.0M405,681 sh
GEODE CAPITAL MANAGEMENT, LLC
$46.3M354,083 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$43.2M330,600 sh
GOLDMAN SACHS GROUP INC
$39.5M302,060 sh
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
$37.9M289,932 sh

Fund	Value	Shares
BlackRock, Inc.	$112.7M	863,200
DIMENSIONAL FUND ADVISORS LP	$97.6M	747,640
RENAISSANCE TECHNOLOGIES LLC	$80.3M	614,463
VANGUARD CAPITAL MANAGEMENT LLC	$59.6M	456,573
FIRST TRUST ADVISORS LP	$57.7M	441,951
Select Equity Group, L.P.	$53.0M	405,681
GEODE CAPITAL MANAGEMENT, LLC	$46.3M	354,083
VANGUARD PORTFOLIO MANAGEMENT LLC	$43.2M	330,600
GOLDMAN SACHS GROUP INC	$39.5M	302,060
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$37.9M	289,932

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Is USLM a good stock to buy?

13F Pro's AI-powered analysis of UNITED STATES LIME & MINERALS INC (USLM) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Materials sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for USLM are available on the USLM stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own USLM?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling USLM. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of UNITED STATES LIME & MINERALS INC's investment landscape.