Diamond Hill Capital Reiterates Bullish Long-Term View on United States Lime & Minerals (USLM) Despite Margin Headwinds
In its Q2 2026 investor letter, Diamond Hill Capital reiterated its constructive long-term view on United States Lime & Minerals (USLM), a lime and limestone products supplier. The firm cited USLM's scarce limestone reserves in Texas as supporting strong pricing power, even as weather disruptions, labor shortages, and higher fuel costs pressured demand and margins.
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