Chuck Royce

Royce & Associates

Chuck Royce is a prominent investor and the founder of Royce & Associates, known for its focus on small-cap investments. The firm employs a value-oriented investment approach, emphasizing thorough research and a long-term perspective. As of May 12, 2026, Royce & Associates has disclosed a total of 600 portfolio moves, with notable activity including position reductions, increases, and exits. The largest disclosed move involved trimming a position in Kyndryl Holdings, Inc. (KD) by approximately $45.2 million, reflecting the firm's dynamic trading strategy across various sectors, particularly in Industrials and Technology.

History Trades

CompanyValueActionChangePriceLast Price
STERLING INFRASTRUCTURE INCSTRL$-30.7MTrimQ4 2025 13F$31M$364.16$668.82
J&J Snack Foods Corp.JJSF$29.6MOtherQ4 2025 13F$30M--$78.29
WD-40 Company - Common StockWDFC$28.6MAddQ4 2025 13F$29M$197.12$249.40
Haemonetics CorporationHAE$-28.4MTrimQ4 2025 13F$28M--$78.50
Chuck Royce (Royce & Associates) trim Unmapped 13F securityPORTFOLIO$19M683.2k sharesTrimQ4 2025 13F$27M$27.29--
CBIZ IncCBZ$26.1MAddQ4 2025 13F$26M--$42.98
Installed Building Products IncIBP$-24.8MTrimQ4 2025 13F$25M$240.09$224.21
Kratos Defense & Security Solutions, Inc.KTOS$-24.3MTrimQ4 2025 13F$24M$81.87$45.94
Quaker Chemical CorporationKWR$20.3MAddQ4 2025 13F$20M--$151.99
Saia, Inc. - Common StockSAIA$20.1MAddQ4 2025 13F$20M$326.52$417.05
AndersenANDG$19.9MOtherQ4 2025 13F$20M--$44.64
Exponent IncEXPO$19.2MAddQ4 2025 13F$19M--$64.41
Sanmina CorporationSANM$-18.9MTrimQ4 2025 13F$19M$150.07$207.33
Coherent CorpCOHR$-18.6MTrimQ4 2025 13F$19M$146.03$296.33
iShares Russell 2000 Value ETFIWN$-18.4MTrimQ4 2025 13F$18M$179.63$224.18
Bath & Body Works IncBBWI$-18.2MTrimQ4 2025 13F$18M$20.08$21.12
Onto Innovation IncONTO$18.0MAddQ4 2025 13F$18M--$304.73
LCI IndustriesLCII$16.6MAddQ4 2025 13F$17M$106.70$108.48
Tri Pointe Homes IncTPH$-16.1MTrimQ4 2025 13F$16M--$46.95
Dorman Products IncDORM$-16.1MTrimQ4 2025 13F$16M--$144.12
Modine Manufacturing CompanyMOD$-15.2MTrimQ4 2025 13F$15M--$229.57
Innospec Inc.IOSP$-14.6MTrimQ4 2025 13F$15M--$85.46
Euronet Worldwide, Inc.EEFT$14.4MAddQ4 2025 13F$14M--$81.56
Establishment Labs Holdings Inc.ESTA$14.3MAddQ4 2025 13F$14M$60.38$92.30
Janus International group, Inc.JBI$-14.2MTrimQ4 2025 13F$14M--$5.46
Air Lease CorpAL$-61.2MTrimQ3 2025 13F$61M$59.75$65.00
Haemonetics CorporationHAE$-60.7MTrimQ3 2025 13F$61M--$78.50
Enovis CorporationENOV$-54.0MTrimQ3 2025 13F$54M$30.32$28.07
SEI Investments CompanySEIC$-33.6MTrimQ3 2025 13F$34M$84.85$98.17
Chuck Royce (Royce & Associates) exit Unmapped 13F securityPORTFOLIO$-31.5MExitQ3 2025 13F$32M----
Chuck Royce (Royce & Associates) add Unmapped 13F securityPORTFOLIO$29M1.6M sharesAddQ3 2025 13F$28M$18.15--
Chuck Royce (Royce & Associates) add Unmapped 13F securityPORTFOLIO$32M964k sharesAddQ3 2025 13F$27M$33.58--
PAR Technology Corporation Common StockPAR$-26.7MTrimQ3 2025 13F$27M--$16.88
TEGNA IncTGNA$-26.7MTrimQ3 2025 13F$27M--$20.03
Atkore IncATKR$-25.6MTrimQ3 2025 13F$26M--$73.42
Chuck Royce (Royce & Associates) other Unmapped 13F securityPORTFOLIO$24M909.5k sharesOtherQ3 2025 13F$24M$26.28--
Bath & Body Works IncBBWI$22.2MAddQ3 2025 13F$22M--$21.12
Limbach Holdings, Inc.LMB$-19.0MTrimQ3 2025 13F$19M--$76.92
Cirrus Logic, Inc.CRUS$18.7MAddQ3 2025 13F$19M$111.36$138.86
SMART Global Holdings IncSGH$-17.9MExitQ3 2025 13F$18M--$20.85
Dorman Products IncDORM$17.0MAddQ3 2025 13F$17M--$144.12
Chuck Royce (Royce & Associates) other Unmapped 13F securityPORTFOLIO$17M1.3M sharesOtherQ3 2025 13F$17M$12.47--
Banc of California, Inc.BANC$-16.2MTrimQ3 2025 13F$16M--$21.48
IES Holdings, Inc.IESC$16.2MAddQ3 2025 13F$16M$344.15$609.58
ORIC Pharmaceuticals, Inc.ORIC$15.1MAddQ3 2025 13F$15M--$10.73
KBR IncKBR$15.1MAddQ3 2025 13F$15M$48.51$36.18
The Shyft Group IncSHYF$-15.0MExitQ3 2025 13F$15M--$12.54
Cognex CorporationCGNX$14.8MAddQ3 2025 13F$15M$40.46$63.89
Quaker Chemical CorporationKWR$14.8MAddQ3 2025 13F$15M$123.77$151.99
Innospec Inc.IOSP$-14.8MTrimQ3 2025 13F$15M--$85.46
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