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 |
|---|---|---|---|---|---|---|
| $943k | 0% | 116.1k | -- | -- | -- | |
| $931k | 0% | 87.3k | $14.89 | $1M | +39.7% | |
| $903k | 0% | 23.9k | $39.46 | $942k | +4.36% | |
| $898k | 0% | 7.1k | $134.75 | $961k | +6.93% | |
| $898k | 0% | 8.5k | $125.70 | $1M | +18.9% | |
| $895k | 0% | 491.9k | -- | -- | -- | |
| $894k | 0% | 11.2k | $80.69 | $902k | +0.94% | |
| $892k | 0% | 21.2k | $46.73 | $989k | +10.9% | |
| $873k | 0% | 24k | $54.69 | $1M | +50.7% | |
| $848k | 0% | 48.2k | $21.01 | $1M | +19.5% | |
| $834k | 0% | 60.2k | -- | -- | -- | |
| $824k | 0% | 130.2k | -- | -- | -- | |
| $818k | 0% | 11.3k | $93.61 | $1M | +28.8% | |
| $815k | 0% | 2.7k | $264.37 | $713k | -12.5% | |
| $809k | 0% | 22.4k | -- | -- | -- | |
| $807k | 0% | 1.5k | $638.73 | $958k | +18.7% | |
| $800k | 0% | 200.1k | $4.29 | $858k | +7.25% | |
| $794k | 0% | 14.7k | $56.30 | $830k | +4.57% | |
| $793k | 0% | 45.4k | $22.12 | $1M | +26.6% | |
| $791k | 0% | 175k | $4.02 | $703k | -11.1% | |
| $789k | 0% | 14k | $64.43 | $902k | +14.3% | |
| $771k | 0% | 118.4k | $8.45 | $1M | +29.8% | |
| $761k | 0% | 24.1k | $26.89 | $648k | -14.8% | |
| $760k | 0% | 5.5k | $148.03 | $820k | +7.91% | |
| $755k | 0% | 16.1k | $44.78 | $719k | -4.71% | |
| $744k | 0% | 155.1k | $7.04 | $1M | +46.7% | |
| $744k | 0% | 34.5k | -- | -- | -- | |
| $691k | 0% | 5.1k | $168.95 | $869k | +25.8% | |
| $685k | 0% | 15.7k | $55.44 | $868k | +26.6% | |
| $681k | 0% | 47.4k | -- | -- | -- | |
| $629k | 0% | 3.5k | $222.85 | $769k | +22.2% | |
| $608k | 0% | 30.1k | $20.65 | $622k | +2.18% | |
| $608k | 0% | 22k | $35.90 | $788k | +29.6% | |
| $608k | 0% | 16.8k | $34.76 | $585k | -3.79% | |
| $603k | 0% | 8.4k | $71.33 | $601k | -0.32% | |
| $601k | 0% | 20k | -- | -- | -- | |
| $595k | 0% | 6.5k | $41.49 | $271k | -54.5% | |
| $592k | 0% | 10k | $69.49 | $696k | +17.6% | |
| $582k | 0% | 66.6k | $8.04 | $536k | -7.9% | |
| $580k | 0% | 20.9k | $48.67 | $1M | +75.5% | |
| $579k | 0% | 36.7k | $13.98 | $513k | -11.3% | |
| $566k | 0% | 6k | $111.40 | $674k | +19% | |
| $563k | 0% | 36.5k | $12.27 | $448k | -20.4% | |
| $562k | 0% | 63.6k | $3.35 | $213k | -62.1% | |
| $561k | 0% | 93.6k | $13.49 | $1M | +125.2% | |
| $558k | 0% | 63.2k | $7.30 | $462k | -17.2% | |
| $556k | 0% | 8.3k | $76.09 | $633k | +13.8% | |
| $543k | 0% | 3.8k | $178.64 | $680k | +25.1% | |
| $539k | 0% | 6.8k | $85.36 | $582k | +7.85% | |
| $538k | 0% | 111.5k | $7.09 | $790k | +46.8% |
Showing 651-700 of 774