Chuck Royce

Chuck Royce

13F
Royce Investment Partners
Last update 2025-07-22 797 Stocks (56 new)
Value $9.23 Bil Turnover 7 %
Countries:

Chuck Royce Profile

Charles M. Royce is known as one of the pioneers of small-cap investing. He has been the portfolio manager for Royce Pennsylvania Mutual Fund since 1972. Royce holds a bachelor's degree from Brown University and a Master of Business Administration from Columbia University.

Chuck Royce Investing Philosophy

The firm invests in smaller companies, primarily those with market capitalizations up to $5 billion, although some of its Funds may invest in companies with market capitalizations up to $10 billion. The value approaches that portfolio managers use share one significant trait: They are looking for terrific stocks trading for less than the estimate of the company's worth as a business - its enterprise value. "Essentially, we are interested in three things—a strong balance sheet, a record of success as a business, and the potential for a profitable future." - Charles M. Royce
Chuck Royce Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AL
Air Lease Corp
2,068,218
99,915.6
-15.83%
1.080
-0.17%
1.850
+28.15%
+21.76%
6,504.4
Business Services
SEIC
SEI Investments Co
1,280,192
99,381.3
-5.68%
1.080
-0.06%
1.030
+12.55%
+7.39%
10,963.5
Asset Management
ACA
Arcosa Inc
1,254,088
96,715.3
+1.20%
1.050
+0.01%
2.570
+11.65%
-6.98%
4,385.1
Construction
ENOV
Enovis Corp
2,490,806
95,173.7
+0.82%
1.030
+0.01%
4.360
-22.78%
-38.20%
1,549.2
Medical Devices & Instruments
AGO
Assured Guaranty Ltd
1,000,760
88,167.0
+1.07%
0.960
+0.01%
2.000
-2.89%
-6.27%
4,101.8
Insurance
JBTM
JBT Marel Corp
676,977
82,726.6
-6.75%
0.900
-0.06%
1.300
+30.52%
+5.56%
6,961.2
Industrial Products
UFPI
UFP Industries Inc
697,311
74,640.2
+10.94%
0.810
+0.08%
1.150
-3.79%
-7.48%
6,251.5
Forest Products
HAE
Haemonetics Corp
1,161,296
73,800.4
+0.70%
0.800
+0.01%
2.430
+19.46%
-5.26%
3,553.6
Medical Devices & Instruments
ESAB
ESAB Corp
614,902
71,636.1
-14.89%
0.780
-0.12%
1.010
+9.68%
+9.81%
7,972.5
Industrial Products
IGIC
International General Insurance Holdings Ltd
International General Insurance Holdings Ltd
2,636,063
69,354.8
+10.11%
0.750
+0.07%
5.820
-4.50%
+3.44%
1,057.8
Insurance

Chuck Royce's Historical Top Holdings Breakdowns

Chuck Royce's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
ZD
Ziff Davis Inc
2025-03-31
Reduce
Reduce
-0.42%
37.58 ($47.96) 55.5
$32.84
-31.53%
Reduce -65.53%
440,591
-837,679
KD
Kyndryl Holdings Inc
2025-03-31
Reduce
Reduce
-0.25%
31.32 ($37.48) 43.45
$37.54
0.16%
Reduce -33.35%
1,553,478
-777,246
FC
Franklin Covey Co
2025-03-31
Add
Add
+0.24%
27.62 ($33.1) 38.75
$20.32
-38.61%
Add 564.57%
935,669
794,876
FTAI
FTAI Aviation Ltd
2025-03-31
Add
Add
+0.24%
83.79 ($118.16) 174.02
$110.25
-6.69%
Add 97.9%
411,248
203,447
SSTK
Shutterstock Inc
2025-03-31
Sold Out
Sold Out
-0.23%
17.79 ($25.62) 34.5
$20.66
-19.36%
Sold Out
0
-831,626
VSTS
Vestis Corp
2025-03-31
Add
Add
+0.21%
9.9 ($13.27) 16.45
$6.42
-51.58%
Add 196.19%
2,842,936
1,883,106
CCRN
Cross Country Healthcare Inc
2025-03-31
Sold Out
Sold Out
-0.20%
14.8 ($17.18) 18.25
$13.49
-21.48%
Sold Out
0
-1,170,945
WD
Walker & Dunlop Inc
2025-03-31
Add
Add
+0.19%
82.09 ($89.53) 96.76
$76.56
-14.48%
Add 257.17%
282,688
203,542
ESE
ESCO Technologies Inc
2025-03-31
Reduce
Reduce
-0.18%
128.92 ($149.84) 169.65
$189.10
26.20%
Reduce -26.95%
403,286
-148,812
KAI
Kadant Inc
2025-03-31
Reduce
Reduce
-0.18%
335.28 ($363.26) 398.39
$337.20
-7.17%
Reduce -27.45%
149,185
-56,444

Chuck Royce Total Holding History ($B)

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Chuck Royce's Asset Allocation

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Chuck Royce Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Chuck Royce's Hypothetical Growth since 2025-03-31

Chuck Royce's Yearly Returns

Year Portfolio % % Excess Gain %

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