Thrivent Financial Maintains Passive Stake in US Lime & Minerals

TL;DR

**Thrivent Financial is still holding US Lime & Minerals stock, signaling continued confidence.**

AI Summary

Thrivent Financial for Lutherans, an investment management firm, filed an amended SC 13G/A on February 13, 2024, indicating its ownership of United States Lime & Minerals, Inc. common stock as of December 31, 2023. This filing, Amendment No. 4, updates their previous disclosures, showing their continued passive investment in the company. This matters to investors because it confirms a significant institutional holder maintains its position, suggesting a degree of confidence in the stock's long-term prospects.

Why It Matters

This filing confirms a major institutional investor, Thrivent Financial, continues to hold a significant, passive stake in United States Lime & Minerals, Inc., which can be a positive signal for other investors.

Risk Assessment

Risk Level: low — This filing is a routine update from a passive institutional investor and does not indicate any immediate risks or changes in company operations.

Analyst Insight

Investors should note that a large institutional investor, Thrivent Financial, continues to hold a passive stake in United States Lime & Minerals, Inc., which could be interpreted as a sign of stability, but this filing alone doesn't suggest any immediate buy or sell action.

Key Players & Entities

• Thrivent Financial for Lutherans (company) — the entity filing the SC 13G/A, reporting its ownership
• United States Lime & Minerals, Inc. (company) — the subject company whose common stock is being reported
• December 31, 2023 (date) — the date of the event which required the filing of this statement
• February 13, 2024 (date) — the date the SC 13G/A amendment was filed
• Amendment No. 4 (number) — the specific amendment number of the filing

Forward-Looking Statements

• Thrivent Financial will likely maintain its passive investment in United States Lime & Minerals, Inc. for the foreseeable future. (Thrivent Financial for Lutherans) — high confidence, target: 2025-12-31

FAQ

Filing Documents

• tfl13ga4uslime.htm (SC 13G/A) — 44KB
• 0000314984-24-000023.txt ( ) — 46KB

From the Filing

SC 13G/A 1 tfl13ga4uslime.htm UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 4 )* United States Lime & Minerals, Inc. (Name of Issuer) Common Stock (Title of Class of Securities) 911922102 (CUSIP Number) December 31, 2023 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Schedule is filed: [X] Rule 13d-1(b) [ ] Rule 13d-1(c) [ ] Rule 13d-1(d) *The remainder of this cover page shall be filled out for a reporting person's initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page. The information required in the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 ("Exchange Act") or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes). CUSIP No. 911922102 1 NAMES OF REPORTING PERSONS. Thrivent Financial for Lutherans 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) (b) 3 SEC USE ONLY 4 CITIZENSHIP OR PLACE OF ORGANIZATION Wisconsin NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH 5 SOLE VOTING POWER 1,615 (1) 6 SHARED VOTING POWER 296,855 (2) 7 SOLE DISPOSITIVE POWER 1,615 (1) 8 SHARED DISPOSITIVE POWER 296,855 (2) 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 298,470 (1), (2) 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES (See Instructions) 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 5.24% (3) 12 TYPE OF REPORTING PERSON (See Instructions) IC, IA (1) Represents shares held in the Thrivent Defined Benefit Plan Trust for which Thrivent Financial for Lutherans serves as investment adviser. (2) Represents 85,222 shares held by registered investment companies for which Thrivent Financial for Lutherans serves as investment adviser, and 211,633 shares held by registered investment companies for which Thrivent Asset Management, LLC, a Delaware limited liability company and a wholly-owned subsidiary of Thrivent Financial for Lutherans, serves as investment adviser. (3) The percentage calculations used herein are based on the statement in the Company's Quarterly Report on Form 10-Q for the quarter ended September 30, 2023, as filed with the Securities and Exchange Commission on November 2, 2023, that were 5,699,974 shares of United States Lime & Minerals, Inc. Common Stock outstanding at October 31, 2023. Item 1. (a) Name of Issuer: United States Lime & Minerals, Inc. (b) Address of Issuer's Principal Executive Offices: 5429 LBJ Freeway, Suite 230 Dallas, Texas 75240 Item 2. (a) Name of Person Filing: Thrivent Financial for Lutherans (b) Address of Principal Business Office or, if None, Residence: 901 Marquette Avenue, Suite 2500 Minneapolis, Minnesota 55402 (c) Citizenship: Thrivent Financial for Lutherans is a Wisconsin fraternal benefit society. (d) Title of Class of Securities: Common Stock (e) CUSIP Number: 911922102 Item 3. If this statement is filed pursuant to Rule 13d-1(b), or 13d-2(b) or (c), check whether the person filing is a: (a) Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o); (b) Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c); (c) Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c); (d) Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8); (e) Investment adviser in accordance with 240.13d-1(b)(1)(ii)(E); (f) An employee benefit plan or endowment fund in accordance with 240.13d-1(b)(1)(ii)(F); (g) A parent holding company or control person in accordance with 240.13d-1(b)(1)(ii)(G); (h) A savings association as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813); (i) A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3); (j) Group, in accordance with 240.13d-1(b)(1)(ii)(J). Item 4. (a) Amount beneficially owned: 298,470 (1), (2) (b) Percent of Class: 5.24% (3) (c) Number of shares as to which the person has: (i) Sole power to vote or to direct the vote: 1,615 (1) (ii) Shared power to vote or to direct the vote: 296,855 (2) (iii) Sole power to dispose or to direct the disposition of: 1,615 (1) (iv) Shared power to dispose or to direct the disposition of: 296,855 (2) Item 5. If this statement is being filed to report the fact that as of the date hereof the reporting person has ceased to be the beneficial owner of more than five percent of the class of secur

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