Chuck Royce's BTSG Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 110,026 shares of BrightSpring Health Services, Inc. (BTSG) worth $4.69 M, representing 0.05% of the portfolio. First purchased in 2025-Q1, this short-term holding has been held for 5 quarters.
Based on 13F filings, Chuck Royce has maintained this position in BTSG for several quarters, showing initial confidence in the investment. Largest addition occurred in Q2 2025, adding 90,020 shares. Largest reduction occurred in Q1 2026, reducing 37,513 shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce's BrightSpring Health Services (BTSG) Holding Value Over Time
Track share changes against reported price movement
Quarterly BrightSpring Health Services (BTSG) Trades by Chuck Royce
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -37,513 | Reduce 25.43% | 110,026 | $42.61 |
| Q4 2025 | -34,999 | Reduce 19.17% | 147,539 | $37.45 |
| Q3 2025 | +44,505 | Add 32.24% | 182,538 | $29.56 |
| Q2 2025 | +90,020 | Add 187.49% | 138,033 | $23.59 |
| Q1 2025 | +48,013 | New Buy | 48,013 | $18.09 |
Chuck Royce's BrightSpring Health Services Investment FAQs
Chuck Royce first purchased BrightSpring Health Services, Inc. (BTSG) in Q1 2025, acquiring 48,013 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 BrightSpring Health Services, Inc. (BTSG) for 5 quarters since Q1 2025.
Chuck Royce's largest addition to BrightSpring Health Services, Inc. (BTSG) was in Q2 2025, adding 138,033 shares worth $3.26 M.
According to the latest 13F filing for Q1 2026, Chuck Royce's firm, Royce & Associates Lp, owns 110,026 shares of BrightSpring Health Services, Inc. (BTSG), valued at approximately $4.69 M.
As of the Q1 2026 filing, BrightSpring Health Services, Inc. (BTSG) represents approximately 0.05% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.
Chuck Royce's peak holding in BrightSpring Health Services, Inc. (BTSG) was 182,538 shares, as reported at the end of Q3 2025.