Chuck Royce's PSMT Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 10,506 shares of PriceSmart, Inc. (PSMT) worth $1.58 M, representing 0.02% of the portfolio. First purchased in 2017-Q1, this medium-term investment has been held for 17 quarters.
Based on 13F filings, Chuck Royce has maintained a strategic position in PSMT, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2023, adding 10,203 shares. Largest reduction occurred in Q4 2017, reducing 11,507 shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce's PriceSmart (PSMT) Holding Value Over Time
Track share changes against reported price movement
Quarterly PriceSmart (PSMT) Trades by Chuck Royce
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -2,642 | Reduce 20.09% | 10,506 | $150.50 |
| Q4 2025 | -254 | Reduce 1.90% | 13,148 | $122.67 |
| Q3 2025 | -4,789 | Reduce 26.33% | 13,402 | $121.19 |
| Q2 2025 | -3,375 | Reduce 15.65% | 18,191 | $105.04 |
| Q1 2025 | +644 | Add 3.08% | 21,566 | $87.85 |
| Q4 2024 | -3,172 | Reduce 13.17% | 20,922 | $92.17 |
| Q3 2024 | +312 | Add 1.31% | 24,094 | $91.78 |
| Q2 2024 | -337 | Reduce 1.40% | 23,782 | $81.20 |
| Q1 2024 | -1,814 | Reduce 6.99% | 24,119 | $84.00 |
| Q4 2023 | +2,971 | Add 12.94% | 25,933 | $75.78 |
| Q3 2023 | +5,486 | Add 31.39% | 22,962 | $74.43 |
| Q2 2023 | +7,273 | Add 71.28% | 17,476 | $74.06 |
| Q1 2023 | +10,203 | New Buy | 10,203 | $71.48 |
| Q4 2017 | -11,507 | Sold Out | 0 | $0.00 |
| Q3 2017 | -524 | Reduce 4.36% | 11,507 | $89.25 |
| Q1 2017 | +12,031 | New Buy | 12,031 | $92.18 |
Chuck Royce's PriceSmart Investment FAQs
Chuck Royce first purchased PriceSmart, Inc. (PSMT) in Q1 2017, acquiring 12,031 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 PriceSmart, Inc. (PSMT) for 17 quarters since Q1 2017.
Chuck Royce's largest addition to PriceSmart, Inc. (PSMT) was in Q1 2017, adding 12,031 shares worth $1.11 M.
According to the latest 13F filing for Q1 2026, Chuck Royce's firm, Royce & Associates Lp, owns 10,506 shares of PriceSmart, Inc. (PSMT), valued at approximately $1.58 M.
As of the Q1 2026 filing, PriceSmart, Inc. (PSMT) represents approximately 0.02% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.
Chuck Royce's peak holding in PriceSmart, Inc. (PSMT) was 25,933 shares, as reported at the end of Q4 2023.