Congruence Capital, LLC USLM β€” UNITED STS LIME & MINERALS I

Ownership history in Congruence Capital, LLC  Β·  2 quarters on record

AI Ownership Summary

Congruence Capital, LLC reported UNITED STS LIME & MINERALS I (USLM) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 2.46% in 2025 Q4. The latest visible filing shows USLM at 1.71% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this USLM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Congruence Capital, LLC's position in UNITED STS LIME & MINERALS I, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

USLM was reported at 1.71% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.46% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Congruence Capital, LLC held USLM β€” position size vs. price
% of Fund (quarterly)    USLM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED β€” β€” β€” 39,068 -16,863 -30.1% 1.71% $5.1M 2026-05-14 $107.47
2025 Q4 INITIATED β€” β€” β€” 55,931 β€” β€” 2.46% $6.7M 2026-02-13 $108.34

FAQ About Congruence Capital, LLC and USLM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Congruence Capital, LLC reported owning USLM?

Congruence Capital, LLC reported USLM across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported USLM position in Congruence Capital, LLC's portfolio?

The largest reported portfolio weight for USLM was 2.46% in 2025 Q4.

What is the latest reported USLM position on this page?

The most recent filing on this page is 2026 Q1, when Congruence Capital, LLC reported 39,068 shares, equal to 1.71% of portfolio, with an estimated market value of $5.1M.

What does the chart on this USLM ownership page compare?

The chart compares Congruence Capital, LLC's quarterly USLM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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