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Added to YB: 2025-12-11

Pitch date: 2025-10-31

USLM [neutral]

United States Lime & Minerals, Inc.

+7.63%

current return

Author Info

No bio for this author

Company Info

United States Lime & Minerals, Inc. manufactures and supplies lime and limestone products in the United States.

Market Cap

$3.4B

Pitch Price

$116.20

Price Target

N/A

Dividend

0.20%

EV/EBITDA

17.13

P/E

26.53

EV/Sales

8.50

Sector

Construction Materials

Category

value

Show full summary:
Spheria Global Opportunities Fund Portfolio Holding: $USLM

USLM (holding update): High-quality lime/limestone producer with regional duopoly (vs Lhoist) in central US/Texas. Heavy transport costs create moats. Net cash, high returns, cash generative. Q3 saw construction strength (data centers) offset oil/gas weakness, +5% pricing. Will add on material weakness.

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