Chuck Royce's LYTS Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 1.52 M shares of LSI Industries Inc. (LYTS) worth $28.24 M, representing 0.28% 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 LYTS, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2019, adding 496,253 shares. Largest reduction occurred in Q2 2022, reducing 523,909 shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce's LSI Industries (LYTS) Holding Value Over Time
Track share changes against reported price movement
Quarterly LSI Industries (LYTS) Trades by Chuck Royce
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +302,000 | Add 24.83% | 1.52 M | $18.60 |
| Q4 2025 | +171,124 | Add 16.37% | 1.22 M | $18.32 |
| Q3 2025 | +348,598 | Add 50.04% | 1.05 M | $23.61 |
| Q4 2023 | -99,970 | Reduce 12.55% | 696,627 | $14.08 |
| Q1 2023 | -71,000 | Reduce 8.18% | 796,597 | $13.93 |
| Q4 2022 | -100,000 | Reduce 10.33% | 867,597 | $12.24 |
| Q3 2022 | -239,991 | Reduce 19.87% | 967,597 | $7.69 |
| Q2 2022 | -523,909 | Reduce 30.26% | 1.21 M | $6.17 |
| Q1 2022 | -98,001 | Reduce 5.36% | 1.73 M | $6.00 |
| Q4 2021 | -271,900 | Reduce 12.94% | 1.83 M | $6.86 |
| Q3 2021 | -53,459 | Reduce 2.48% | 2.1 M | $7.75 |
| Q2 2021 | +70,663 | Add 3.39% | 2.15 M | $8.01 |
| Q1 2021 | -24,876 | Reduce 1.18% | 2.08 M | $8.53 |
| Q4 2020 | -60,197 | Reduce 2.77% | 2.11 M | $8.56 |
| Q3 2020 | -20,000 | Reduce 0.91% | 2.17 M | $6.75 |
| Q2 2020 | -41,550 | Reduce 1.86% | 2.19 M | $6.47 |
| Q1 2020 | +135,365 | Add 6.46% | 2.23 M | $3.78 |
| Q4 2019 | +266,489 | Add 14.57% | 2.1 M | $6.05 |
| Q3 2019 | +496,253 | Add 37.24% | 1.83 M | $5.22 |
| Q2 2019 | +102,113 | Add 8.30% | 1.33 M | $3.65 |
| Q1 2019 | -7,600 | Reduce 0.61% | 1.23 M | $2.63 |
| Q4 2018 | -30,331 | Reduce 2.39% | 1.24 M | $3.17 |
| Q3 2018 | -1 | Reduce 0.00% | 1.27 M | $4.60 |
| Q2 2018 | -418,655 | Reduce 24.81% | 1.27 M | $5.34 |
| Q1 2018 | -10,000 | Reduce 0.59% | 1.69 M | $8.11 |
| Q4 2017 | -291,275 | Reduce 14.65% | 1.7 M | $6.88 |
| Q3 2017 | -39,010 | Reduce 1.92% | 1.99 M | $6.61 |
| Q2 2017 | +14,100 | Add 0.70% | 2.03 M | $9.05 |
| Q1 2017 | +273,000 | Add 15.69% | 2.01 M | $10.09 |
| Q4 2016 | +37,500 | Add 2.20% | 1.74 M | $9.74 |
| Q3 2016 | -125,000 | Reduce 6.84% | 1.7 M | $11.23 |
| Q2 2016 | -125,000 | Reduce 6.40% | 1.83 M | $11.07 |
| Q1 2016 | -121,850 | Reduce 5.87% | 1.95 M | $11.75 |
| Q4 2015 | -192,300 | Reduce 8.48% | 2.07 M | $12.19 |
| Q3 2015 | +18,000 | Add 0.80% | 2.27 M | $8.44 |
| Q2 2015 | -237,400 | Reduce 9.55% | 2.25 M | $9.34 |
| Q1 2015 | -3,656 | Reduce 0.15% | 2.49 M | $8.15 |
| Q4 2014 | -142,700 | Reduce 5.42% | 2.49 M | $6.79 |
| Q3 2014 | -39,810 | Reduce 1.49% | 2.63 M | $6.07 |
| Q2 2014 | -20,000 | Reduce 0.74% | 2.67 M | $7.98 |
| Q1 2014 | +13,200 | Add 0.49% | 2.69 M | $8.19 |
| Q2 2013 | +2.68 M | Add 0.00% | 2.68 M | $8.09 |
Chuck Royce's LSI Industries Investment FAQs
Chuck Royce first purchased LSI Industries Inc. (LYTS) in Q2 2013, acquiring 2,679,385 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 LSI Industries Inc. (LYTS) for 52 quarters since Q2 2013.
Chuck Royce's largest addition to LSI Industries Inc. (LYTS) was in Q2 2013, adding 2,679,385 shares worth $21.68 M.
According to the latest 13F filing for Q1 2026, Chuck Royce's firm, Royce & Associates Lp, owns 1,518,349 shares of LSI Industries Inc. (LYTS), valued at approximately $28.24 M.
As of the Q1 2026 filing, LSI Industries Inc. (LYTS) represents approximately 0.28% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.
Chuck Royce's peak holding in LSI Industries Inc. (LYTS) was 2,692,585 shares, as reported at the end of Q1 2014.