United States Lime & Minerals, Inc.
DE ˙ DB ˙ US9119221029
90,00 € 0,00 (0,00%)
2026-06-04
AKTIENPREIS
SecurityDE:ULI / United States Lime & Minerals, Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership60,851 shares
Latest Disclosed Value $ 7,947,836
Morgan Stanley reports 14.20% decrease in ownership of ULI / United States Lime & Minerals, Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 60,851 shares of United States Lime & Minerals, Inc. (DE:ULI) valued at $6,535,397 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 70,922 shares of United States Lime & Minerals, Inc.. This represents a change in shares of -14.20% during the quarter. The current value of the position is $5,476,590 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F UNITED STS LIME & MINERALS I COM 911922102 60,851 -10,071 -14.20 7,948 -6.42 0.0005
2026-05-27 2025-12-31 13F/A-1 UNITED STS LIME & MINERALS I COM 911922102 70,922 7,578 11.96 8,492 1.92 0.0005
2026-02-13 2025-12-31 13F UNITED STS LIME & MINERALS I COM 911922102 70,922 7,578 8,492 0.0005
2026-05-27 2025-09-30 13F/A-1 UNITED STS LIME & MINERALS I COM 911922102 63,344 -92,388 -59.32 8,333 -46.39 0.0005
2025-11-14 2025-09-30 13F UNITED STS LIME & MINERALS I COM 911922102 63,344 -92,388 8,333 0.0005
2025-08-15 2025-06-30 13F UNITED STS LIME & MINERALS I COM 911922102 155,732 26,182 20.21 15,542 35.75 0.0010
2025-05-15 2025-03-31 13F UNITED STS LIME & MINERALS I COM 911922102 129,550 50,018 62.89 11,450 8.45 0.0008
2025-05-15 2024-12-31 13F/A-1 UNITED STS LIME & MINERALS I COM 911922102 79,532 -36,538 -31.48 10,557 -6.86 0.0007
2025-02-14 2024-12-31 13F UNITED STS LIME & MINERALS I COM 911922102 79,532 -36,538 10,557 0.0007
2025-05-14 2024-09-30 13F/A-2 UNITED STS LIME & MINERALS I COM 911922102 116,070 96,859 504.19 11,335 62.02 0.0008
2025-02-14 2024-09-30 13F/A-1 UNITED STS LIME & MINERALS I COM 911922102 116,070 96,859 11,335 0.0008
2024-11-14 2024-09-30 13F UNITED STS LIME & MINERALS I COM 911922102 116,070 96,859 11,335 0.0001
2025-05-14 2024-06-30 13F/A-2 UNITED STS LIME & MINERALS I COM 911922102 19,211 12,676 193.97 6,996 259.14 0.0005
2024-10-17 2024-06-30 13F/A-1 UNITED STS LIME & MINERALS I COM 911922102 19,211 12,676 6,996 0.0005
2024-08-14 2024-06-30 13F UNITED STS LIME & MINERALS I COM 911922102 19,211 12,676 6,996 0.0005
2024-10-17 2024-03-31 13F/A-2 UNITED STS LIME & MINERALS I COM 911922102 6,535 -332 -4.83 1,948 23.21 0.0002
2024-08-16 2024-03-31 13F/A-1 UNITED STS LIME & MINERALS I COM 911922102 6,535 -332 1,948 0.0000
2024-05-15 2024-03-31 13F UNITED STS LIME & MINERALS I COM 911922102 6,535 -332 1,948 0.0002
2024-08-16 2023-12-31 13F/A-1 UNITED STS LIME & MINERALS I COM 911922102 6,867 3,214 87.98 1,582 115.40 0.0001
2024-02-13 2023-12-31 13F UNITED STS LIME & MINERALS I COM 911922102 6,867 3,214 1,582 0.0001
2023-11-15 2023-09-30 13F UNITED STS LIME & MINERALS I COM 911922102 3,653 288 8.56 734 4.56 0.0001
2023-08-14 2023-06-30 13F UNITED STS LIME & MINERALS I COM 911922102 3,365 760 29.17 703 76.83 0.0001
2023-05-15 2023-03-31 13F UNITED STS LIME & MINERALS I COM 911922102 2,605 954 57.78 398 71.12 0.0000
2023-02-14 2022-12-31 13F UNITED STS LIME & MINERALS I COM 911922102 1,651 108 7.00 232 46.84 0.0000
2022-11-14 2022-09-30 13F UNITED STS LIME & MINERALS I COM 911922102 1,543 -1,761 -53.30 158 -54.60 0.0000
2022-10-27 2022-06-30 13F/A-1 UNITED STS LIME & MINERALS I COM 911922102 3,304 2,792 545.31 348 480.00 0.0000
2022-08-15 2022-06-30 13F UNITED STS LIME & MINERALS I COM 911922102 3,304 2,792 348 0.0000
2022-10-27 2022-03-31 13F/A-1 UNITED STS LIME & MINERALS I COM 911922102 512 -213 -29.38 60 -36.17 0.0000
2022-05-13 2022-03-31 13F UNITED STS LIME & MINERALS I COM 911922102 512 -213 60 0.0000
2022-02-14 2021-12-31 13F UNITED STS LIME & MINERALS I COM 911922102 725 193 36.28 94 44.62 0.0000
2021-11-15 2021-09-30 13F UNITED STS LIME & MINERALS I COM 911922102 532 -64 -10.74 65 -21.69 0.0000
2021-08-23 2021-06-30 13F/A-1 UNITED STS LIME & MINERALS I COM 911922102 596 376 170.91 83 186.21 0.0000
2021-08-16 2021-06-30 13F UNITED STS LIME & MINERALS I COM 911922102 596 376 83 0.0000
2021-05-17 2021-03-31 13F UNITED STS LIME & MINERALS I COM 911922102 220 -1,443 -86.77 29 -84.66 0.0000
2021-02-16 2020-12-31 13F UNITED STS LIME & MINERALS I COM 911922102 1,663 1,303 361.94 189 490.63 0.0000
2020-11-13 2020-09-30 13F UNITED STS LIME & MINERALS I COM 911922102 360 -397 -52.44 32 -50.00 0.0000
2020-08-14 2020-06-30 13F UNITED STATES LIME & MINERAL COM 911922102 757 468 161.94 64 204.76 0.0000
2020-05-26 2020-03-31 13F/A-1 UNITED STATES LIME & MINERAL COM 911922102 289 -2,690 -90.30 21 -92.19 0.0000
2020-05-15 2020-03-31 13F UNITED STATES LIME & MINERAL COM 911922102 289 -2,690 21 1.6132
2020-02-14 2019-12-31 13F UNITED STATES LIME & MINERAL COM 911922102 2,979 1,025 52.46 269 80.54 0.0001
2019-11-14 2019-09-30 13F UNITED STATES LIME & MINERAL COM 911922102 1,954 1,755 881.91 149 831.25 0.0000
2019-08-14 2019-06-30 13F UNITED STATES LIME & MINERAL COM 911922102 199 -1,390 -87.48 16 -86.89 0.0000
2019-05-15 2019-03-31 13F UNITED STATES LIME & MINERAL COM 911922102 1,589 -4,192 -72.51 122 -70.32 0.0000
2019-02-14 2018-12-31 13F UNITED STATES LIME & MINERAL COM 911922102 5,781 1,974 51.85 411 36.54 0.0001
2019-04-23 2018-09-30 13F/A-2 UNITED STATES LIME & MINERAL COM 911922102 3,807 -4,053 -51.56 301 -54.32 0.0001
2018-11-20 2018-09-30 13F/A-1 UNITED STATES LIME & MINERAL COM 911922102 3,807 0 301 0.0001
2018-11-14 2018-09-30 13F UNITED STATES LIME & MINERAL COM 911922102 3,807 -4,053 301
2019-04-23 2018-06-30 13F/A-1 UNITED STATES LIME & MINERAL COM 911922102 7,860 -3,706 -32.04 659 -22.10 0.0002
2018-08-14 2018-06-30 13F UNITED STATES LIME & MINERAL COM 911922102 7,860 -3,706 659
2019-04-23 2018-03-31 13F/A-1 UNITED STATES LIME & MINERAL COM 911922102 11,566 -6,992 -37.68 846 -40.84 0.0002
2018-05-14 2018-03-31 13F UNITED STATES LIME & MINERAL COM 911922102 11,566 -6,992 846
2019-04-23 2017-12-31 13F/A-1 UNITED STATES LIME & MINERAL COM 911922102 18,558 4,059 28.00 1,430 17.41 0.0004
2018-02-14 2017-12-31 13F UNITED STATES LIME & MINERAL COM 911922102 18,558 4,059 1,430
2017-11-14 2017-09-30 13F UNITED STATES LIME & MINERAL COM 911922102 14,499 3,428 30.96 1,218 40.32 0.0004
2017-08-11 2017-06-30 13F UNITED STATES LIME & MINERAL COM 911922102 11,071 2,698 32.22 868 31.12 0.0003
2017-05-22 2017-03-31 13F/A-1 UNITED STATES LIME & MINERAL COM 911922102 8,373 -6,965 -45.41 662 -43.03 0.0002
2017-05-12 2017-03-31 13F UNITED STATES LIME & MINERAL COM 911922102 8,373 662
2017-02-22 2016-12-31 13F/A-1 UNITED STATES LIME & MINERAL COM 911922102 15,338 -2,259 -12.84 1,162 0.00 0.0004
2017-02-13 2016-12-31 13F UNITED STATES LIME & MINERAL COM 911922102 15,338 1,162
2016-11-10 2016-09-30 13F UNITED STATES LIME & MINERAL COM 911922102 17,597 -4,356 -19.84 1,162 -10.27 0.0004
2016-08-12 2016-06-30 13F UNITED STATES LIME & MINERAL COM 911922102 21,953 780 3.68 1,295 1.89 0.0005
2016-05-12 2016-03-31 13F UNITED STATES LIME & MINERAL COM 911922102 21,173 7,423 53.99 1,271 68.12 0.0005
2016-02-09 2015-12-31 13F UNITED STATES LIME & MINERAL COM 911922102 13,750 -7,386 -34.95 756 -21.66 0.0003
2016-02-08 2015-09-30 13F/A-1 UNITED STATES LIME & MINERAL COM 911922102 21,136 -5,938 -21.93 965 -38.69 0.0004
2015-11-09 2015-09-30 13F UNITED STATES LIME & MINERAL COM 911922102 21,136 965
2015-08-12 2015-06-30 13F UNITED STATES LIME & MINERAL COM 911922102 27,074 -1,636 -5.70 1,574 -15.01 0.0005
2015-05-14 2015-03-31 13F UNITED STATES LIME & MINERAL COM 911922102 28,710 11,306 64.96 1,852 46.06 0.0007
2015-02-13 2014-12-31 13F UNITED STATES LIME & MINERAL COM 911922102 17,404 1,167 7.19 1,268 34.46 0.0005
2014-12-16 2014-09-30 13F/A-1 UNITED STATES LIME & MINERAL COM 911922102 16,237 4,393 37.09 943 41.38 0.0004
2014-11-14 2014-09-30 13F UNITED STATES LIME & MINERAL COM 911922102 16,237 943
2014-05-13 2014-03-31 13F UNITED STATES LIME & MINERAL COM 911922102 11,844 -1,215 -9.30 667 -16.52 0.0003
2014-02-13 2013-12-31 13F UNITED STATES LIME & MINERAL COM 911922102 13,059 2,078 18.92 799 24.07 0.0003
2013-11-13 2013-09-30 13F UNITED STS LIME & MINERALS COM 911922102 10,981 5,032 84.59 644 106.41 0.0003
2013-08-08 2013-06-30 13F UNITED STS LIME & MINERALS COM 911922102 5,949 5,949 312 0.0002
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.