Chuck Royce's BRY Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 48,854 shares of Berry Corporation (BRY) worth $184,668, representing 0.00% of the portfolio. First purchased in 2020-Q4, this medium-term investment has been held for 20 quarters.
Based on 13F filings, Chuck Royce has maintained a strategic position in BRY, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2023, adding 400,849 shares. Largest reduction occurred in Q4 2023, reducing 345,709 shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce's Berry Corporation (BRY) Holding Value Over Time
Track share changes against reported price movement
Quarterly Berry Corporation (BRY) Trades by Chuck Royce
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2020 | +14,388 | New Buy | 14,388 | $3.68 |
| Q1 2021 | -1,850 | Reduce 12.86% | 12,538 | $5.50 |
| Q2 2021 | -12,538 | Sold Out | 12,538 | $0.00 |
| Q3 2021 | +11,276 | New Buy | 11,276 | $7.18 |
| Q4 2021 | -11,276 | Sold Out | 11,276 | $0.00 |
| Q2 2023 | +412,125 | New Buy | 412,125 | $6.88 |
| Q3 2023 | +24,300 | Add 5.90% | 436,425 | $8.20 |
| Q4 2023 | -345,709 | Reduce 79.21% | 90,716 | $7.03 |
| Q1 2024 | -90,716 | Sold Out | 90,716 | $0.00 |
| Q4 2024 | +37,209 | New Buy | 37,209 | $4.13 |
| Q2 2025 | +8,483 | Add 22.80% | 45,692 | $2.77 |
| Q3 2025 | +3,162 | Add 6.92% | 48,854 | $3.78 |
Chuck Royce's Berry Corporation Investment FAQs
Chuck Royce first purchased Berry Corporation (BRY) in Q4 2020, acquiring 14,388 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce has held Berry Corporation (BRY) for 20 quarters since Q4 2020. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce's largest addition to Berry Corporation (BRY) was in Q2 2023, adding 412,125 shares worth $2.84 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Chuck Royce's firm, Royce & Associates Lp, owns 48,854 shares of Berry Corporation (BRY), valued at approximately $184,668. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Berry Corporation (BRY) represents approximately 0.00% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce's peak holding in Berry Corporation (BRY) was 436,425 shares, as reported at the end of Q3 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.