Diamond Hill Remains Bullish on United States Lime & Minerals (USLM) Despite Margin Headwinds
Diamond Hill Capital, a First Eagle Investment Management company, praised United States Lime & Minerals (USLM) in its Q2 2026 investor letter for the Small Cap Strategy. Despite facing margin headwinds due to weather disruptions, labor shortages, and higher fuel costs, the company's scarce limestone reserves in Texas have maintained strong pricing power.
Diamond Hill Capital keeps an optimistic long-term perspective on the business. The company's market capitalization stands at $3.3 billion. Notably, USLM is not among the 40 Most Popular Stocks Among Hedge Funds. The fund's analysis suggests that while USLM holds potential as an investment, AI stocks offer greater upside potential with less downside risk.
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