Chuck Royce's WERN Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 310,000 shares of Werner Enterprises, Inc. (WERN) worth $9.12 M, representing 0.09% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 40 quarters.
Based on 13F filings, Chuck Royce has maintained a strategic position in WERN, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2015, adding 1.14 M shares. Largest reduction occurred in Q3 2016, reducing 853,796 shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce's Werner Enterprises (WERN) Holding Value Over Time
Track share changes against reported price movement
Quarterly Werner Enterprises (WERN) Trades by Chuck Royce
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +174,000 | Add 127.94% | 310,000 | $29.41 |
| Q4 2025 | +136,000 | New Buy | 136,000 | $30.01 |
| Q4 2023 | -21,450 | Sold Out | 0 | $0.00 |
| Q3 2023 | -10,954 | Reduce 33.80% | 21,450 | $38.95 |
| Q2 2023 | -132,812 | Reduce 80.39% | 32,404 | $44.18 |
| Q1 2023 | -10,000 | Reduce 5.71% | 165,216 | $45.49 |
| Q4 2022 | +100 | Add 0.06% | 175,216 | $40.26 |
| Q3 2022 | +52,700 | Add 43.05% | 175,116 | $37.60 |
| Q2 2022 | +26,500 | Add 27.63% | 122,416 | $38.54 |
| Q1 2022 | -177,973 | Reduce 64.98% | 95,916 | $41.00 |
| Q4 2021 | -129,303 | Reduce 32.07% | 273,889 | $47.66 |
| Q3 2021 | -35,400 | Reduce 8.07% | 403,192 | $44.27 |
| Q2 2021 | -8,489 | Reduce 1.90% | 438,592 | $44.52 |
| Q1 2021 | +54,887 | Add 13.99% | 447,081 | $47.17 |
| Q4 2020 | +68,871 | Add 21.30% | 392,194 | $39.22 |
| Q3 2020 | +28,108 | Add 9.52% | 323,323 | $41.99 |
| Q2 2020 | -3,800 | Reduce 1.27% | 295,215 | $43.53 |
| Q1 2020 | -28,784 | Reduce 8.78% | 299,015 | $36.26 |
| Q4 2019 | -130,746 | Reduce 28.51% | 327,799 | $36.39 |
| Q3 2019 | -96,290 | Reduce 17.35% | 458,545 | $35.30 |
| Q2 2019 | +221,242 | Add 66.32% | 554,835 | $31.08 |
| Q1 2019 | +27,956 | Add 9.15% | 333,593 | $34.15 |
| Q4 2018 | +89,868 | Add 41.65% | 305,637 | $29.54 |
| Q3 2018 | +47,800 | Add 28.46% | 215,769 | $35.35 |
| Q2 2018 | -66,161 | Reduce 28.26% | 167,969 | $37.55 |
| Q1 2018 | -129,450 | Reduce 35.60% | 234,130 | $36.50 |
| Q4 2017 | -16,167 | Reduce 4.26% | 363,580 | $38.65 |
| Q3 2017 | -19,503 | Reduce 4.88% | 379,747 | $36.55 |
| Q2 2017 | -3,100 | Reduce 0.77% | 399,250 | $29.35 |
| Q1 2017 | -152,700 | Reduce 27.51% | 402,350 | $26.20 |
| Q4 2016 | -325,881 | Reduce 36.99% | 555,050 | $26.95 |
| Q3 2016 | -853,796 | Reduce 49.22% | 880,931 | $23.27 |
| Q2 2016 | -147,570 | Reduce 7.84% | 1.73 M | $22.97 |
| Q1 2016 | -122,639 | Reduce 6.12% | 1.88 M | $27.16 |
| Q4 2015 | +547,826 | Add 37.60% | 2 M | $23.39 |
| Q3 2015 | +317,805 | Add 27.89% | 1.46 M | $25.10 |
| Q2 2015 | +1.14 M | New Buy | 1.14 M | $26.25 |
| Q4 2013 | -60,093 | Sold Out | 0 | $0.00 |
| Q3 2013 | -237,000 | Reduce 79.77% | 60,093 | $23.33 |
| Q2 2013 | +297,093 | Add 0.00% | 297,093 | $24.17 |
Chuck Royce's Werner Enterprises Investment FAQs
Chuck Royce first purchased Werner Enterprises, Inc. (WERN) in Q2 2013, acquiring 297,093 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 Werner Enterprises, Inc. (WERN) for 40 quarters since Q2 2013.
Chuck Royce's largest addition to Werner Enterprises, Inc. (WERN) was in Q2 2015, adding 1,139,305 shares worth $29.91 M.
According to the latest 13F filing for Q1 2026, Chuck Royce's firm, Royce & Associates Lp, owns 310,000 shares of Werner Enterprises, Inc. (WERN), valued at approximately $9.12 M.
As of the Q1 2026 filing, Werner Enterprises, Inc. (WERN) represents approximately 0.09% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.
Chuck Royce's peak holding in Werner Enterprises, Inc. (WERN) was 2,004,936 shares, as reported at the end of Q4 2015.