Chuck Royce's KAI Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 237,946 shares of Kadant Inc. (KAI) worth $69.56 M, representing 0.69% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 52 quarters.
Based on 13F filings since 2013, Chuck Royce has maintained a long-term strategic position in KAI, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2016, adding 332,000 shares. Largest reduction occurred in Q3 2017, reducing 160,495 shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce's Kadant (KAI) Holding Value Over Time
Track share changes against reported price movement
Quarterly Kadant (KAI) Trades by Chuck Royce
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +33,009 | Add 16.11% | 237,946 | $292.35 |
| Q4 2025 | +48,286 | Add 30.82% | 204,937 | $285.02 |
| Q3 2025 | +17,747 | Add 12.78% | 156,651 | $297.58 |
| Q2 2025 | -10,281 | Reduce 6.89% | 138,904 | $317.45 |
| Q1 2025 | -56,444 | Reduce 27.45% | 149,185 | $336.91 |
| Q4 2024 | -35,689 | Reduce 14.79% | 205,629 | $344.99 |
| Q3 2024 | -26,639 | Reduce 9.94% | 241,318 | $338.00 |
| Q2 2024 | -12,263 | Reduce 4.38% | 267,957 | $293.78 |
| Q1 2024 | -64,079 | Reduce 18.61% | 280,220 | $328.10 |
| Q4 2023 | -42,077 | Reduce 10.89% | 344,299 | $280.31 |
| Q3 2023 | +21,047 | Add 5.76% | 386,376 | $225.55 |
| Q2 2023 | +6,159 | Add 1.71% | 365,329 | $222.10 |
| Q1 2023 | -71,220 | Reduce 16.55% | 359,170 | $208.52 |
| Q4 2022 | -71,036 | Reduce 14.17% | 430,390 | $177.63 |
| Q3 2022 | +20,196 | Add 4.20% | 501,426 | $166.81 |
| Q2 2022 | +33,783 | Add 7.55% | 481,230 | $182.35 |
| Q1 2022 | +4,947 | Add 1.12% | 447,447 | $194.19 |
| Q4 2021 | -37,950 | Reduce 7.90% | 442,500 | $230.48 |
| Q3 2021 | -23,836 | Reduce 4.73% | 480,450 | $204.10 |
| Q2 2021 | -21,149 | Reduce 4.03% | 504,286 | $176.09 |
| Q1 2021 | -13,568 | Reduce 2.52% | 525,435 | $185.01 |
| Q4 2020 | -7,418 | Reduce 1.36% | 539,003 | $140.98 |
| Q3 2020 | -32,830 | Reduce 5.67% | 546,421 | $109.62 |
| Q2 2020 | -89,978 | Reduce 13.45% | 579,251 | $99.66 |
| Q1 2020 | +51,266 | Add 8.30% | 669,229 | $74.65 |
| Q4 2019 | -11,026 | Reduce 1.75% | 617,963 | $105.34 |
| Q3 2019 | +23,468 | Add 3.88% | 628,989 | $87.79 |
| Q2 2019 | +16,206 | Add 2.75% | 605,521 | $90.81 |
| Q1 2019 | +16,030 | Add 2.80% | 589,315 | $87.96 |
| Q4 2018 | +86,463 | Add 17.76% | 573,285 | $81.46 |
| Q3 2018 | +4,500 | Add 0.93% | 486,822 | $107.85 |
| Q2 2018 | +29,392 | Add 6.49% | 482,322 | $96.15 |
| Q1 2018 | +68,411 | Add 17.79% | 452,930 | $94.50 |
| Q4 2017 | +116,547 | Add 43.49% | 384,519 | $100.40 |
| Q3 2017 | -160,495 | Reduce 37.46% | 267,972 | $98.55 |
| Q2 2017 | -87,000 | Reduce 16.88% | 428,467 | $75.20 |
| Q1 2017 | -115,000 | Reduce 18.24% | 515,467 | $59.35 |
| Q4 2016 | -145,900 | Reduce 18.79% | 630,467 | $61.20 |
| Q3 2016 | -70,600 | Reduce 8.34% | 776,367 | $52.11 |
| Q2 2016 | +332,000 | Add 64.47% | 846,967 | $51.51 |
| Q1 2016 | +241,000 | Add 87.97% | 514,967 | $45.16 |
| Q4 2015 | +8,900 | Add 3.36% | 273,967 | $40.61 |
| Q3 2015 | +10,900 | Add 4.29% | 265,067 | $39.01 |
| Q2 2015 | -31,880 | Reduce 11.15% | 254,167 | $47.20 |
| Q1 2015 | -87,100 | Reduce 23.34% | 286,047 | $52.61 |
| Q4 2014 | -78,000 | Reduce 17.29% | 373,147 | $42.69 |
| Q3 2014 | +9,300 | Add 2.10% | 451,147 | $39.05 |
| Q2 2014 | -4,000 | Reduce 0.90% | 441,847 | $38.45 |
| Q4 2013 | -400 | Reduce 0.09% | 445,847 | $40.52 |
| Q3 2013 | -2,600 | Reduce 0.58% | 446,247 | $33.59 |
| Q2 2013 | +448,847 | Add 0.00% | 448,847 | $30.17 |
Chuck Royce's Kadant Investment FAQs
Chuck Royce first purchased Kadant Inc. (KAI) in Q2 2013, acquiring 448,847 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 Kadant Inc. (KAI) for 52 quarters since Q2 2013.
Chuck Royce's largest addition to Kadant Inc. (KAI) was in Q2 2013, adding 448,847 shares worth $13.54 M.
According to the latest 13F filing for Q1 2026, Chuck Royce's firm, Royce & Associates Lp, owns 237,946 shares of Kadant Inc. (KAI), valued at approximately $69.56 M.
As of the Q1 2026 filing, Kadant Inc. (KAI) represents approximately 0.69% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.
Chuck Royce's peak holding in Kadant Inc. (KAI) was 846,967 shares, as reported at the end of Q2 2016.