What Makes United States Lime & Minerals (USLM) a High-Quality Business?

1 week ago 9

Soumya Eswaran

Tue, December 9, 2025 astatine 7:47 AM CST 4 min read

Spheria Asset Management, an concern absorption company, released its October 2025 “Spheria Global Opportunities Fund” capitalist letter. A transcript of the missive tin beryllium downloaded here. The money returned -1.7% successful the 3rd quarter, compared to a 5.6% instrumentality for the benchmark, MSCI World Small Cap Accumulation Index, and -1.6% successful October, compared to 1.4% for the benchmark. The marketplace is experiencing speculative characteristics, with precocious price-to-earnings multiples, and loss-making companies importantly outperforming fundamentally dependable businesses. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its October 2025 capitalist letter, Spheria Asset Management highlighted stocks specified arsenic United States Lime & Minerals, Inc. (NASDAQ:USLM). United States Lime & Minerals, Inc. (NASDAQ:USLM) manufactures and supplies lime and limestone products. The one-month instrumentality of United States Lime & Minerals, Inc. (NASDAQ:USLM) was 1.35%, and its shares mislaid 15.94% of their worth implicit the past 52 weeks. On December 08, 2025, United States Lime & Minerals, Inc. (NASDAQ:USLM) banal closed astatine $120.73 per share, with a marketplace capitalization of $3.458 billion.

Spheria Asset Management stated the pursuing regarding United States Lime & Minerals, Inc. (NASDAQ:USLM) successful its October 2025 capitalist letter:

"The largest detractors from show included an overweight presumption successful Hemnet (HEM SS, -12%), an overweight presumption successful United States Lime & Minerals, Inc. (NASDAQ:USLM) (USLM US, -10%), and an overweight presumption successful Weis Markets (WMK US, -11%). USLM is an integrated shaper of lime and limestone products, extracting limestone from owned, long-life open-pit quarries and underground mines, which it past processes internally into its assorted extremity forms for usage chiefly successful alloy manufacturing and operation activities.