Chuck Royce's IMKTA Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 168,000 shares of Ingles Markets, Incorporated (IMKTA) worth $15.1 M, representing 0.15% of the portfolio. First purchased in 2020-Q2, this long-term strategic position has been held for 23 quarters.
Based on 13F filings, Chuck Royce has maintained a strategic position in IMKTA, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2021, adding 649,091 shares. Largest reduction occurred in Q1 2026, reducing 131,000 shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce's Ingles Markets Incorporated (IMKTA) Holding Value Over Time
Track share changes against reported price movement
Quarterly Ingles Markets Incorporated (IMKTA) Trades by Chuck Royce
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -131,000 | Reduce 43.81% | 168,000 | $89.89 |
| Q4 2025 | -59,200 | Reduce 16.53% | 299,000 | $68.55 |
| Q3 2025 | -79,600 | Reduce 18.18% | 358,200 | $69.56 |
| Q2 2025 | +28,100 | Add 6.86% | 437,800 | $63.38 |
| Q1 2025 | +2,700 | Add 0.66% | 409,700 | $65.13 |
| Q4 2024 | -27,386 | Reduce 6.30% | 407,000 | $64.44 |
| Q3 2024 | -75,607 | Reduce 14.83% | 434,386 | $74.60 |
| Q2 2024 | -105,149 | Reduce 17.09% | 509,993 | $68.61 |
| Q1 2024 | -85,077 | Reduce 12.15% | 615,142 | $76.68 |
| Q4 2023 | +3,017 | Add 0.43% | 700,219 | $86.37 |
| Q3 2023 | +4,026 | Add 0.58% | 697,202 | $75.33 |
| Q2 2023 | +1,290 | Add 0.19% | 693,176 | $82.65 |
| Q1 2023 | -46,400 | Reduce 6.28% | 691,886 | $88.70 |
| Q4 2022 | +11,500 | Add 1.58% | 738,286 | $96.46 |
| Q3 2022 | -34,914 | Reduce 4.58% | 726,786 | $79.21 |
| Q2 2022 | -51,800 | Reduce 6.37% | 761,700 | $86.75 |
| Q1 2022 | -2,200 | Reduce 0.27% | 813,500 | $89.05 |
| Q4 2021 | +4,200 | Add 0.52% | 815,700 | $86.34 |
| Q3 2021 | +6,300 | Add 0.78% | 811,500 | $66.03 |
| Q2 2021 | +156,109 | Add 24.05% | 805,200 | $58.27 |
| Q1 2021 | +649,091 | New Buy | 649,091 | $61.65 |
| Q3 2020 | -1,434 | Sold Out | 0 | $0.00 |
| Q2 2020 | +1,434 | New Buy | 1,434 | $43.24 |
Chuck Royce's Ingles Markets Incorporated Investment FAQs
Chuck Royce first purchased Ingles Markets, Incorporated (IMKTA) in Q2 2020, acquiring 1,434 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 Ingles Markets, Incorporated (IMKTA) for 23 quarters since Q2 2020.
Chuck Royce's largest addition to Ingles Markets, Incorporated (IMKTA) was in Q1 2021, adding 649,091 shares worth $40.02 M.
According to the latest 13F filing for Q1 2026, Chuck Royce's firm, Royce & Associates Lp, owns 168,000 shares of Ingles Markets, Incorporated (IMKTA), valued at approximately $15.1 M.
As of the Q1 2026 filing, Ingles Markets, Incorporated (IMKTA) represents approximately 0.15% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.
Chuck Royce's peak holding in Ingles Markets, Incorporated (IMKTA) was 815,700 shares, as reported at the end of Q4 2021.