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

HoldingReported ValueWeightSharesLast PriceEst. ValueReturn
Mercury Systems, Inc.MRCY · Q1 2026$16M0.2%220k$96.00$21M+31.7%
Axsome Therapeutics, Inc.AXSM · Q1 2026$16M0.2%94k$224.71$21M+32.9%
Bath & Body Works IncBBWI · Q1 2026$16M0.2%849.4k$21.12$18M+13.1%
Installed Building Products IncIBP · Q1 2026$16M0.2%58.9k$224.21$13M-15.4%
IPG Photonics CorporationIPGP · Q1 2026$16M0.2%136k$107.91$15M-5.83%
Richardson Electronics, Ltd.RELL · Q1 2026$16M0.2%1.4M$16.70$24M+52.5%
Artivion, Inc.AORT · Q1 2026$16M0.2%425.3k$25.37$11M-30.7%
Metallus Inc.MTUS · Q1 2026$16M0.2%951.7k$19.42$18M+18.8%
CENTURY ALUMINUM COCENX · Q1 2026$16M0.2%264.3k$42.60$11M-27.4%
Arlo Technologies, Inc.ARLO · Q1 2026$15M0.2%1.1M$13.08$14M-8.08%
PowerFleet, Inc.PWFL · Q1 2026$15M0.2%5M$4.57$23M+48.4%
ManpowerGroup IncMAN · Q1 2026$15M0.2%520k$51.65$27M+75.3%
ORIC Pharmaceuticals, Inc.ORIC · Q1 2026$15M0.2%1.2M$10.73$13M-15.3%
Titan Machinery Inc.TITN · Q1 2026$15M0.2%914.4k$18.98$17M+13.5%
Oppenheimer Holdings Inc.OPY · Q1 2026$15M0.1%170.1k$112.30$19M+25.9%
Ingles Markets, Incorporated - Class AIMKTA · Q1 2026$15M0.1%168k$92.70$16M+3.13%
PHOTRONICS INCPLAB · Q1 2026$15M0.1%373.6k$29.02$11M-28.2%
629445206629445206 · Q1 2026$15M0.1%229.3k------
63001N10663001N106 · Q1 2026$15M0.1%344.6k------
Materion CorporationMTRN · Q1 2026$15M0.1%103.5k$242.90$25M+67.9%
05366Y20105366Y201 · Q1 2026$15M0.1%660.7k------
Gold Fields LimitedGFI · Q1 2026$15M0.1%326.5k$32.28$11M-28.9%
EZCORP, Inc.EZPW · Q1 2026$15M0.1%584k$32.52$19M+28.1%
25264R20725264R207 · Q1 2026$15M0.1%85.6k------
Encore Capital Group, Inc.ECPG · Q1 2026$15M0.1%209.6k$92.32$19M+31.7%
Popular, Inc.BPOP · Q1 2026$15M0.1%108.9k$173.86$19M+29.6%
Lincoln Educational Services CorporationLINC · Q1 2026$15M0.1%358.7k$44.07$16M+8.32%
John B. Sanfilippo & Son, Inc.JBSS · Q1 2026$15M0.1%183.2k$85.68$16M+8%
Pediatrix Medical Group, Inc.MD · Q1 2026$15M0.1%678.8k$26.34$18M+23.1%
Gilat Satellite Networks Ltd.GILT · Q1 2026$14M0.1%960.9k$11.14$11M-25.8%
Amentum Holdings, Inc. Common StockAMTM · Q1 2026$14M0.1%549.8k$20.77$11M-20.4%
StoneX Group Inc.SNEX · Q1 2026$14M0.1%177.7k$70.71$13M-12.3%
TETRA Technologies, Inc.TTI · Q1 2026$14M0.1%1.7M$9.03$15M+5.99%
FTAI INFRASTRUCTURE INCFIP · Q1 2026$14M0.1%2.9M$4.04$12M-18.3%
ATI Inc.ATI · Q1 2026$14M0.1%98.1k$184.68$18M+27%
Mesa Laboratories, Inc.MLAB · Q1 2026$14M0.1%161.2k$97.51$16M+10.3%
343389409343389409 · Q1 2026$14M0.1%838.1k------
White Mountains Insurance Group LtdWTM · Q1 2026$14M0.1%6.5k$2,196.48$14M-0.02%
FactSet Research Systems IncFDS · Q1 2026$14M0.1%65.1k$258.17$17M+19%
Bioventus Inc.BVS · Q1 2026$14M0.1%1.5M$12.43$19M+36.1%
Gencor Industries, Inc.GENC · Q1 2026$14M0.1%935k$16.13$15M+7.53%
Enovis CorporationENOV · Q1 2026$14M0.1%611.1k$28.07$17M+23.4%
Customers Bancorp, Inc.CUBI · Q1 2026$14M0.1%200.1k$79.75$16M+14.9%
Air Lease CorpAL · Q1 2026$14M0.1%212.7k$65.00$14M+0.09%
Primoris Services CorpPRIM · Q1 2026$14M0.1%96.1k$88.01$8M-38.5%
Privia Health Group, Inc.PRVA · Q1 2026$14M0.1%667.6k$28.10$19M+36.6%
25432X10225432X102 · Q1 2026$14M0.1%405.9k------
CTS CorpCTS · Q1 2026$14M0.1%286.5k$59.39$17M+24.4%
Repligen Corporation - Common StockRGEN · Q1 2026$14M0.1%115.9k$148.06$17M+25.7%
Gentherm IncorporatedTHRM · Q1 2026$14M0.1%490.1k$37.13$18M+33.7%
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