About Chuck Royce
Charles "Chuck" Royce is a renowned pioneer in small-cap investing. He managed the Royce Pennsylvania Mutual Fund for over 40 years, building an exceptional long-term track record. As the founder of Royce & Associates (now Royce Investment Partners), he established himself as one of the most respected authorities on investing in smaller-sized companies, emphasizing quality and value.
Chuck Royce Top Holdings of 2025-06-30
| Ticker | Name | Shares | Value | % of Portfolio | Time Held | % Change |
|---|---|---|---|---|---|---|
| 1.23 M | $110.24 M | 1.13% | >10 Years | -4.17% | ||
| 1.26 M | $109.47 M | 1.12% | 6.5 Years | +0.67% | ||
| 1.27 M | $94.83 M | 0.97% | 5.5 Years | +9.45% | ||
| 915,111 | $90.93 M | 0.93% | >10 Years | +15.36% | ||
| 1.45 M | $84.68 M | 0.87% | >10 Years | -30.00% | ||
| 966,807 | $84.21 M | 0.86% | >10 Years | -3.39% | ||
| 695,184 | $83.6 M | 0.86% | >10 Years | +2.69% | ||
| 786,122 | $78.11 M | 0.80% | 5 Years | +12.74% | ||
| 2.42 M | $75.86 M | 0.78% | 3 Years | -2.89% | ||
| 615,548 | $74.2 M | 0.76% | 3 Years | +0.11% |
Recent Moves
Significant New Position
+1.08 M Shares | +$22.68 M Value
Continues to build a major stake in the Consumer Discretionary sector
2025 Q2
Added to Core Holding
+111,885 Shares | +$30.21 M Value
Largest position increase in Financials sector
2025 Q2
Reduced Exposure to Position
-620,395 Shares | -$36.29 M Value
Significant reduction in holdings of Industrials
2025 Q2
Complete Exit
-1.05 M Shares | -$28.76 M Value
Cleared FARO, sector remains in portfolio
2025 Q2
Chuck Royce's Historical Top Holdings Breakdown
Portfolio Date:
Chuck Royce Top Stock Picks
| Ticker | Name | Date | Activity | Shares | Shares Change | Value Change |
|---|---|---|---|---|---|---|
| 06/30/2025 | Reduce -30.0% | 1.45 M | -620,395 | $36.29 M | ||
| 06/30/2025 | Reduce -86.4% | 70,865 | -450,863 | $30.8 M | ||
| 06/30/2025 | Reduce -59.1% | 3.1 M | -4.47 M | $30.4 M | ||
| 06/30/2025 | Add 327.2% | 146,085 | 111,885 | $30.21 M | ||
| 06/30/2025 | Sold Out | 1.05 M | -1.05 M | $28.76 M | ||
| 06/30/2025 | Reduce -35.2% | 3.04 M | -1.65 M | $24.78 M | ||
| 06/30/2025 | Add 54.2% | 370,630 | 130,221 | $23.48 M | ||
| 06/30/2025 | Add 1457.7% | 412,628 | 386,139 | $23.21 M | ||
| 06/30/2025 | New Buy | 1.08 M | 1.08 M | $22.68 M | ||
| 06/30/2025 | Reduce -37.0% | 1.91 M | -1.12 M | $22.06 M |