Diamond Hill Small-Mid Cap Fund Q3 2026 Contributors And Detractors

The Fund declined 4.75% while the Russell 2500 Index declined 6.37%. Key contributors include Illumina, Revvity and Waystar. Key detractors include Regal Rexnord, Knife River and Red Rock Resorts.

Seeking Alpha • 16 hours ago

Diamond Hill Small Cap Fund Q2 2026 Portfolio Activity

Astrana Health outperformed as the company results have continued to demonstrate that it was not taking advantage of loopholes within Medicare coding. Magnolia Oil & Gas saw shares decline after an agreement was reached to end the war between the US and Iran and reopen the Strait of Hormuz. We initiated a position in Insteel Industries, the nation's largest manufacturer of steel wire reinforcing products for concrete construction.

Seeking Alpha • Aug 5, 2026

The London Company Large Cap Vs. Russell 1000 Q2 2026 Portfolio Review

The London Company Large Cap portfolio returned 10.9% (10.7% net) during the quarter vs. a 15.1% increase in the Russell 1000 Index. ENTG was a top contributor, benefiting from improving fab utilization and accelerating AI-driven semiconductor demand. RSG declined despite another solid quarter as softer Environmental Solutions results and continued weakness in construction-related volumes weighed on investor sentiment.

Seeking Alpha • Aug 5, 2026

United States Lime & Minerals Reports Second Quarter 2026 Results and Declares Regular Quarterly Cash Dividend

DALLAS, July 29, 2026 (GLOBE NEWSWIRE) -- United States Lime & Minerals, Inc. (NASDAQ: USLM) today reported second quarter 2026 results: The Company's revenues in the second quarter 2026 were $99.1 million, compared to $91.5 million in the second quarter 2025, an increase of $7.6 million, or 8.3%. For the first six months 2026, the Company's revenues were $187.0 million, compared to $182.8 million in the first six months 2025, an increase of $4.2 million, or 2.3%. The increases in revenues in the second quarter and first six months 2026, compared to the comparable 2025 periods, resulted primarily from increased sales volumes, principally due to increased demand from the Company's construction and steel customers, partially offset by decreased demand from the Company's roof shingle customers.

GlobeNewsWire • Jul 29, 2026

United States Lime & Minerals Reports First Quarter 2026 Results and Declares Regular Quarterly Cash Dividend

DALLAS, April 29, 2026 (GLOBE NEWSWIRE) -- United States Lime & Minerals, Inc. (NASDAQ: USLM) today reported first quarter 2026 results: The Company's revenues in the first quarter 2026 were $87.8 million, compared to $91.3 million in the first quarter 2025, a decrease of $3.4 million, or 3.7%. The decrease in revenues in the first quarter 2026, compared to the first quarter 2025, resulted primarily from decreased sales volumes, principally due to decreased demand from the Company's construction, oil and gas services, and roof shingle customers, partially offset by increased demand from the Company's steel customers. During the first quarter 2026, the Company caught up on most of the weather-related shipping interruptions that resulted from the January winter storm.

GlobeNewsWire • Apr 29, 2026

United States Lime & Minerals Reports Fourth Quarter and Full Year 2025 Results and Declares Regular Quarterly Cash Dividend

DALLAS, Feb. 02, 2026 (GLOBE NEWSWIRE) -- United States Lime & Minerals, Inc. (NASDAQ: USLM) today reported fourth quarter and full year 2025 results: The Company's revenues in the fourth quarter 2025 were $87.9 million, compared to $80.1 million in the fourth quarter 2024, an increase of $7.9 million, or 9.8%. The increase in revenues in the fourth quarter 2025, compared to the fourth quarter 2024, resulted primarily from increased sales volumes, principally due to increased demand from the Company's construction and steel customers, partially offset by decreased demand from the Company's oil and gas services and roof shingle customers.

GlobeNewsWire • Feb 2, 2026

These 4 Companies Are Fighting For Infrastructure Dollars

The construction materials sector is riding a wave of infrastructure investment and industrial demand, and several companies are positioned to benefit.

24/7 Wall Street • Dec 22, 2025

United States Lime (USLM) Q2 Up 20%

United States Lime (USLM) Q2 Up 20%

The Motley Fool • Aug 1, 2025

United States Lime & Minerals Reports Second Quarter 2025 Results and Declares Regular Quarterly Cash Dividend

DALLAS, July 30, 2025 (GLOBE NEWSWIRE) -- United States Lime & Minerals, Inc. (NASDAQ: USLM) today reported second quarter 2025 results: The Company's revenues in the second quarter 2025 were $91.5 million, compared to $76.5 million in the second quarter 2024, an increase of $15.0 million, or 19.6%. For the first six months 2025, the Company's revenues were $182.8 million, compared to $148.2 million in the first six months 2024, an increase of $34.5 million, or 23.3%. The increases in revenues in the second quarter and first six months 2025, compared to the comparable 2024 periods, resulted from increases in sales volumes of the Company's lime and limestone products, principally to the Company's construction, environmental, and steel customers, and increases in average selling prices for the Company's lime and limestone products.

GlobeNewsWire • Jul 30, 2025

United States Lime & Minerals: Strong Free Cash Flow And Hidden Value In The Lime Market

USLM boasts a dominant regional position, a debt-free balance sheet, and robust free cash flow, making it a compelling, low-risk industrial investment. The company benefits from infrastructure and environmental tailwinds, with high barriers to entry and strong pricing power in its core markets. Despite energy cost and customer concentration risks, USLM's operational efficiency and modernization investments support margin stability and growth.

Seeking Alpha • Jul 10, 2025