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Chuck Royce’s SHLS Holdings & Trades

First Buy
Q4 2022
Duration Held
12 Quarters
Largest Add
Q1 2025
+883,662 Shares
Current Position
1.49 M Shares
$9.8 M Value

Chuck Royce's SHLS Position Overview

Chuck Royce (via Royce & Associates Lp) currently holds 1.49 M shares of Shoals Technologies Group, Inc. (SHLS) worth $9.8 M, representing 0.10% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 12 quarters.

Based on 13F filings, Chuck Royce has maintained a strategic position in SHLS, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2025, adding 883,662 shares. Largest reduction occurred in Q1 2024, reducing 133,000 shares.

Analysis based on 13F filings available since 2013 Q2

Chuck Royce's Shoals Technologies Group (SHLS) Holding Value Over Time

Track share changes against reported price movement

Quarterly Shoals Technologies Group (SHLS) Trades by Chuck Royce

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2026 +135,500 Add 10.00% 1.49 M $6.58
Q4 2025 -16,300 Reduce 1.19% 1.35 M $8.50
Q3 2025 +81,700 Add 6.34% 1.37 M $7.41
Q2 2025 +235,470 Add 22.35% 1.29 M $4.25
Q1 2025 +883,662 Add 519.80% 1.05 M $3.32
Q4 2024 +170,000 New Buy 170,000 $5.53
Q1 2024 -133,000 Sold Out 0 $0.00
Q4 2023 +15,000 Add 12.71% 133,000 $15.54
Q2 2023 +16,000 Add 15.69% 118,000 $25.56
Q1 2023 +34,000 Add 50.00% 102,000 $22.79
Q4 2022 +68,000 New Buy 68,000 $24.67

Chuck Royce's Shoals Technologies Group Investment FAQs

Chuck Royce first purchased Shoals Technologies Group, Inc. (SHLS) in Q4 2022, acquiring 68,000 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 Shoals Technologies Group, Inc. (SHLS) for 12 quarters since Q4 2022.

Chuck Royce's largest addition to Shoals Technologies Group, Inc. (SHLS) was in Q1 2025, adding 1,053,662 shares worth $3.5 M.

According to the latest 13F filing for Q1 2026, Chuck Royce's firm, Royce & Associates Lp, owns 1,490,032 shares of Shoals Technologies Group, Inc. (SHLS), valued at approximately $9.8 M.

As of the Q1 2026 filing, Shoals Technologies Group, Inc. (SHLS) represents approximately 0.10% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.

Chuck Royce's peak holding in Shoals Technologies Group, Inc. (SHLS) was 1,490,032 shares, as reported at the end of Q1 2026.