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
+32.51%
+21.93%
6,513.3
Business Services
SEIC
SEI Investments Co
1,280,192
99,381.3
-5.68%
1.080
-0.06%
1.030
+24.00%
+9.75%
11,203.8
Asset Management
ACA
Arcosa Inc
1,254,088
96,715.3
+1.20%
1.050
+0.01%
2.570
+15.65%
-6.32%
4,416.4
Construction
ENOV
Enovis Corp
2,490,806
95,173.7
+0.82%
1.030
+0.01%
4.360
-18.58%
-37.30%
1,571.6
Medical Devices & Instruments
AGO
Assured Guaranty Ltd
1,000,760
88,167.0
+1.07%
0.960
+0.01%
2.000
-1.19%
-5.97%
4,114.8
Insurance
JBTM
JBT Marel Corp
676,977
82,726.6
-6.75%
0.900
-0.06%
1.300
+36.79%
+6.48%
7,021.5
Industrial Products
UFPI
UFP Industries Inc
697,311
74,640.2
+10.94%
0.810
+0.08%
1.150
-0.97%
-6.31%
6,330.6
Forest Products
HAE
Haemonetics Corp
1,161,296
73,800.4
+0.70%
0.800
+0.01%
2.430
+22.95%
-4.98%
3,564.2
Medical Devices & Instruments
ESAB
ESAB Corp
614,902
71,636.1
-14.89%
0.780
-0.12%
1.010
+14.31%
+9.96%
7,983.4
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
-3.76%
+4.62%
1,069.9
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
$33.01
-31.18%
Reduce -65.53%
440,591
-837,679
KD
Kyndryl Holdings Inc
2025-03-31
Reduce
Reduce
-0.25%
31.32 ($37.48) 43.45
$39.22
4.63%
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
$20.64
-37.64%
Add 564.57%
935,669
794,876
FTAI
FTAI Aviation Ltd
2025-03-31
Add
Add
+0.24%
83.79 ($118.16) 174.02
$112.28
-4.98%
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
$20.35
-20.57%
Sold Out
0
-831,626
VSTS
Vestis Corp
2025-03-31
Add
Add
+0.21%
9.9 ($13.27) 16.45
$6.43
-51.54%
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
$13.55
-21.13%
Sold Out
0
-1,170,945
WD
Walker & Dunlop Inc
2025-03-31
Add
Add
+0.19%
82.09 ($89.53) 96.76
$75.60
-15.56%
Add 257.17%
282,688
203,542
ESE
ESCO Technologies Inc
2025-03-31
Reduce
Reduce
-0.18%
128.92 ($149.84) 169.65
$189.09
26.19%
Reduce -26.95%
403,286
-148,812
KAI
Kadant Inc
2025-03-31
Reduce
Reduce
-0.18%
335.28 ($363.26) 398.39
$340.00
-6.40%
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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