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.
Latest Holdings
| Holding | Reported Value | Weight | Shares | Last Price | Est. Value | Return |
|---|---|---|---|---|---|---|
| $133M | 1.3% | 1.3M | $145.00 | $182M | +36.6% | |
| $102M | 1% | 823.9k | $151.99 | $125M | +22.3% | |
| $101M | 1% | 790.1k | $125.32 | $99M | -1.99% | |
| $96M | 0.9% | 342k | $322.32 | $110M | +14.6% | |
| $93M | 0.9% | 403.7k | $353.80 | $143M | +54% | |
| $80M | 0.8% | 982.1k | $84.17 | $83M | +3.3% | |
| $79M | 0.8% | 813.6k | $91.81 | $75M | -5.02% | |
| $78M | 0.8% | 996.5k | $98.17 | $98M | +25.1% | |
| $78M | 0.8% | 3.2M | -- | -- | -- | |
| $76M | 0.7% | 824.4k | $84.98 | $70M | -7.75% | |
| $75M | 0.7% | 609.8k | $108.48 | $66M | -11.8% | |
| $75M | 0.7% | 823k | $122.72 | $101M | +35.1% | |
| $75M | 0.7% | 1.1M | $64.41 | $74M | -1.29% | |
| $74M | 0.7% | 216.8k | $402.01 | $87M | +18.5% | |
| $73M | 0.7% | 503.2k | $138.86 | $70M | -3.98% | |
| $71M | 0.7% | 149k | $609.58 | $91M | +27.9% | |
| $70M | 0.7% | 237.9k | $319.03 | $76M | +9.13% | |
| $67M | 0.7% | 123.9k | $570.91 | $71M | +5.12% | |
| $67M | 0.7% | 2M | $37.63 | $74M | +10.2% | |
| $65M | 0.6% | 317.1k | $304.73 | $97M | +48.6% | |
| $65M | 0.6% | 1.2M | $52.09 | $64M | -1.25% | |
| $64M | 0.6% | 616.7k | $144.12 | $89M | +38.1% | |
| $63M | 0.6% | 456.6k | -- | -- | -- | |
| $63M | 0.6% | 883.5k | $75.17 | $66M | +5.53% | |
| $62M | 0.6% | 2M | $51.51 | $104M | +68.2% | |
| $61M | 0.6% | 1.8M | $39.38 | $71M | +16.9% | |
| $60M | 0.6% | 237.6k | $324.64 | $77M | +29.5% | |
| $59M | 0.6% | 1M | $48.61 | $51M | -13.9% | |
| $58M | 0.6% | 407.3k | $104.53 | $43M | -26.8% | |
| $56M | 0.6% | 1.3M | -- | -- | -- | |
| $53M | 0.5% | 835.8k | $78.87 | $66M | +25.3% | |
| $52M | 0.5% | 640.7k | $93.55 | $60M | +15.2% | |
| $52M | 0.5% | 2.1M | $31.49 | $66M | +27.2% | |
| $50M | 0.5% | 1M | $63.89 | $66M | +30.4% | |
| $49M | 0.5% | 827.8k | $78.91 | $65M | +32.4% | |
| $49M | 0.5% | 864.4k | $58.05 | $50M | +1.77% | |
| $49M | 0.5% | 285.8k | $189.61 | $54M | +10.5% | |
| $48M | 0.5% | 500.7k | -- | -- | -- | |
| $47M | 0.5% | 1.2M | -- | -- | -- | |
| $47M | 0.5% | 759.5k | $92.62 | $70M | +48.9% | |
| $47M | 0.5% | 118k | $544.38 | $64M | +36.2% | |
| $46M | 0.5% | 1.8M | $35.49 | $64M | +38.2% | |
| $46M | 0.5% | 1M | $28.25 | $29M | -36.5% | |
| $45M | 0.4% | 423.5k | $102.21 | $43M | -4.38% | |
| $45M | 0.4% | 1.3M | $29.68 | $38M | -16.3% | |
| $45M | 0.4% | 369.3k | $152.92 | $56M | +24.9% | |
| $45M | 0.4% | 614.3k | -- | -- | -- | |
| $44M | 0.4% | 777.7k | $52.45 | $41M | -7.61% | |
| $44M | 0.4% | 605.7k | $81.97 | $50M | +12.7% | |
| $44M | 0.4% | 910.5k | $63.85 | $58M | +32.5% |
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