Chuck Royce's STKL Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 1.28 M shares of SunOpta Inc. (STKL) worth $7.48 M, representing 0.07% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Chuck Royce has maintained a long-term strategic position in STKL, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2015, adding 1.55 M shares. Largest reduction occurred in Q2 2016, reducing 1.44 M shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce's SunOpta (STKL) Holding Value Over Time
Track share changes against reported price movement
Quarterly SunOpta (STKL) Trades by Chuck Royce
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +737,743 | Add 0.00% | 737,742 | $7.59 |
| Q3 2013 | +283,358 | Add 38.41% | 1.02 M | $9.72 |
| Q4 2013 | +250,000 | Add 24.48% | 1.27 M | $10.01 |
| Q1 2014 | +170,000 | Add 13.37% | 1.44 M | $11.81 |
| Q2 2014 | -194,600 | Reduce 13.50% | 1.25 M | $14.08 |
| Q3 2014 | -69,600 | Reduce 5.58% | 1.18 M | $12.07 |
| Q4 2014 | +30,800 | Add 2.62% | 1.21 M | $11.85 |
| Q1 2015 | +1.55 M | Add 128.57% | 2.76 M | $10.62 |
| Q2 2015 | +387,791 | Add 14.05% | 3.15 M | $10.73 |
| Q3 2015 | -760,100 | Reduce 24.14% | 2.39 M | $4.86 |
| Q4 2015 | -41,740 | Reduce 1.75% | 2.35 M | $6.84 |
| Q1 2016 | +491,799 | Add 20.96% | 2.84 M | $4.46 |
| Q2 2016 | -1.44 M | Reduce 50.60% | 1.4 M | $4.19 |
| Q3 2016 | +97,600 | Add 6.96% | 1.5 M | $7.06 |
| Q4 2016 | -240,000 | Reduce 16.00% | 1.26 M | $7.05 |
| Q1 2017 | -271,339 | Reduce 21.54% | 988,230 | $6.95 |
| Q2 2017 | -56,700 | Reduce 5.74% | 931,530 | $10.20 |
| Q3 2017 | -30,000 | Reduce 3.22% | 901,530 | $8.70 |
| Q4 2017 | -159,538 | Reduce 17.70% | 741,992 | $7.75 |
| Q1 2018 | -79,400 | Reduce 10.70% | 662,592 | $7.10 |
| Q2 2018 | +271,540 | Add 40.98% | 934,132 | $8.40 |
| Q3 2018 | +339,775 | Add 36.37% | 1.27 M | $7.35 |
| Q4 2018 | +219,900 | Add 17.26% | 1.49 M | $3.87 |
| Q1 2019 | +316,334 | Add 21.18% | 1.81 M | $3.46 |
| Q2 2019 | -89,481 | Reduce 4.94% | 1.72 M | $3.29 |
| Q3 2019 | -416,959 | Reduce 24.23% | 1.3 M | $1.80 |
| Q4 2019 | -241,690 | Reduce 18.54% | 1.06 M | $2.50 |
| Q1 2020 | +47,567 | Add 4.48% | 1.11 M | $1.72 |
| Q2 2020 | +93,900 | Add 8.46% | 1.2 M | $4.70 |
| Q3 2020 | -256,322 | Reduce 21.30% | 947,156 | $7.42 |
| Q4 2020 | -38,000 | Reduce 4.01% | 909,156 | $11.67 |
| Q1 2021 | -375,800 | Reduce 41.34% | 533,356 | $14.77 |
| Q2 2021 | -483,356 | Reduce 90.63% | 50,000 | $12.24 |
| Q2 2022 | +605,000 | Add 1210.00% | 655,000 | $7.78 |
| Q3 2022 | -9,500 | Reduce 1.45% | 645,500 | $9.10 |
| Q4 2022 | +7,586 | Add 1.18% | 653,086 | $8.44 |
| Q1 2023 | +219,200 | Add 33.56% | 872,286 | $7.70 |
| Q2 2023 | +185,000 | Add 21.21% | 1.06 M | $6.69 |
| Q3 2023 | +114,585 | Add 10.84% | 1.17 M | $3.37 |
| Q4 2023 | +99,187 | Add 8.46% | 1.27 M | $5.47 |
| Q1 2024 | +25,446 | Add 2.00% | 1.3 M | $6.87 |
| Q2 2024 | +111,522 | Add 8.60% | 1.41 M | $5.40 |
| Q3 2024 | +130,470 | Add 9.27% | 1.54 M | $6.38 |
| Q4 2024 | +192,780 | Add 12.53% | 1.73 M | $7.70 |
| Q1 2025 | -59,510 | Reduce 3.44% | 1.67 M | $4.86 |
| Q2 2025 | -190,740 | Reduce 11.41% | 1.48 M | $5.80 |
| Q3 2025 | -204,500 | Reduce 13.81% | 1.28 M | $5.86 |
Chuck Royce's SunOpta Investment FAQs
Chuck Royce first purchased SunOpta Inc. (STKL) in Q2 2013, acquiring 737,742 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 SunOpta Inc. (STKL) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce's largest addition to SunOpta Inc. (STKL) was in Q1 2015, adding 2,760,419 shares worth $29.32 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Chuck Royce's firm, Royce & Associates Lp, owns 1,276,526 shares of SunOpta Inc. (STKL), valued at approximately $7.48 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, SunOpta Inc. (STKL) represents approximately 0.07% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce's peak holding in SunOpta Inc. (STKL) was 3,148,210 shares, as reported at the end of Q2 2015. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.