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Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
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  1. Home/
  2. Super Investors/
  3. Chuck Royce (Royce & Associates)
  • Overview
  • Portfolio761
  • Performance8Q
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  • Activity5.4k
  • News

Chuck Royce

Royce & Associates
Share
  • Asset Manager · CIK 0000906304
  • Concentrated
  • Mid-Size Fund

Chuck Royce runs Royce & Associates, an asset manager overseeing $9.86B in disclosed equity holdings (SEC CIK 0000906304). The latest portfolio (2025Q4) discloses 761 positions across 11 sectors, with the largest positions in ACA, KWR and JBTM. On a mark-to-market basis the tracked portfolio has returned 30.6% since 2024Q1. OpenStocks tracks 8 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.

Track Chuck's filingsView holdings↓
Portfolio
$9.86B
Positions
761
Quarter
2025Q4
Filings tracked
8
Since filing+30.6%Full performance →
Quarter
2025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q1
Capital flow per quarter
BuysSellsNet
+$1.19B+$593M$0-$593M-$1.19B'24Q2'24Q3'24Q4
Latest · 2024Q4
-$299M
Lifetime buys
$2.34B
Lifetime sells
$3.08B

Quarter activity

What changed in 2024Q4 - net new, added, trimmed, exited.
New positions58 names
  • AMSFAMERISAFE INC
    +305,361
    $15.7M
  • LEALEAR CORP
    +109,826
    $10.4M
  • DAVAENDAVA PLC
    +290,846
    $9.0M
  • G8726XTEEKAY TANKERS LTD
    +225,683
    $9.0M
  • PRMBPRIMO BRANDS CORPORATION
    +236,352
    $7.3M
  • ADMAADMA BIOLOGICS INC
    +420,569
    $7.2M
  • G48833WEATHERFORD INTL PLC
    +100,367
    $7.2M
  • RMBSRAMBUS INC DEL
    +120,135
    $6.4M
  • CONCONCENTRA GROUP HOLDINGS PAR
    +296,536
    $5.9M
  • OPRXOPTIMIZERX CORP
    +1,069,560
    $5.2M
  • PRSUVIAD CORP
    +118,203
    $5.0M
  • AESIATLAS ENERGY SOLUTIONS INC
    +225,000
    $5.0M
  • + 46 more…
Added to336 names
  • FORMFORMFACTOR INC
    +406,768
    $17.9M
  • LCIILCI INDS
    +172,586
    $17.8M
  • KWRQUAKER HOUGHTON
    +120,916
    $17.0M
  • AAPADVANCE AUTO PARTS INC
    +327,417
    $15.5M
  • TKRTIMKEN CO
    +207,439
    $14.8M
  • MSMMSC INDL DIRECT INC
    +183,343
    $13.7M
  • ASOACADEMY SPORTS & OUTDOORS IN
    +223,320
    $12.8M
  • FIVNFIVE9 INC
    +304,760
    $12.4M
  • MHOM/I HOMES INC
    +81,964
    $10.9M
  • G7T16GSAPIENS INTL CORP N V
    +369,947
    $9.9M
  • MLRMILLER INDS INC TENN
    +148,079
    $9.7M
  • VCTRVICTORY CAP HLDGS INC
    +138,700
    $9.1M
  • + 324 more…
Trimmed331 names
  • ZDZIFF DAVIS INC
    −644,651
    $35.0M
  • AAOIAPPLIED OPTOELECTRONICS INC
    −835,855
    $30.8M
  • COHRCOHERENT CORP
    −312,472
    $29.6M
  • FCNCAFIRST CTZNS BANCSHARES INC N
    −13,388
    $28.3M
  • IESCIES HLDGS INC
    −116,404
    $23.4M
  • G3730VFTAI AVIATION LTD
    −144,826
    $20.9M
  • ALAIR LEASE CORP
    −418,189
    $20.2M
  • G3323LFABRINET
    −90,683
    $19.9M
  • ROGROGERS CORP
    −172,520
    $17.5M
  • JBTMJOHN BEAN TECHNOLOGIES CORP
    −132,575
    $16.9M
  • G4809JINTL GNRL INSURANCE HLDNGS L
    −670,833
    $15.9M
  • PARPAR TECHNOLOGY CORP
    −210,992
    $15.3M
  • + 319 more…
Exited92 names
  • CRICARTERS INC
    −200,909
    $13.1M
  • 07SSECUREWORKS CORP
    −1,324,543
    $11.7M
  • HEI/AHEICO CORP NEW
    −55,333
    $11.3M
  • PPHMEURAVID BIOSERVICES INC
    −789,227
    $9.0M
  • HAYNUSDHAYNES INTERNATIONAL INC
    −126,299
    $7.5M
  • OLLIOLLIES BARGAIN OUTLET HLDGS
    −75,605
    $7.3M
  • G6700GNVENT ELECTRIC PLC
    −100,464
    $7.1M
  • RCKYROCKY BRANDS INC
    −190,110
    $6.1M
  • GSATUSDGLOBALSTAR INC
    −4,708,344
    $5.8M
  • G0508HARCADIUM LITHIUM PLC
    −1,489,076
    $4.2M
  • BCBEURPRIMO WATER CORPORATION
    −167,116
    $4.2M
  • DXLGDESTINATION XL GROUP INC
    −1,392,543
    $4.1M
  • + 80 more…

Recent transactions

Last 20 moves
TRIM
A
Chuck Royce (Royce & Associates) trimmed ASO
ACADEMY SPORTS & OUTDOORS IN
−177,410
~$49.96 · 2025Q4
2026-02-09
TRIM
A
Chuck Royce (Royce & Associates) trimmed ADUS
ADDUS HOMECARE CORP
−959
~$107.39 · 2025Q4
2026-02-09
ADD
A
Chuck Royce (Royce & Associates) added to ABX
ABACUS LIFE INC
+152,000
~$8.55 · 2025Q4
2026-02-09
NEW
A
Chuck Royce (Royce & Associates) opened a new position in ACTG
ACACIA RESH CORP
+14,611
~$3.74 · 2025Q4
2026-02-09
ADD
A
Chuck Royce (Royce & Associates) added to ATEN
A10 NETWORKS INC
+32,582
~$17.69 · 2025Q4
2026-02-09
ADD
T
Chuck Royce (Royce & Associates) added to TIC
ACUREN CORP
+42,000
~$10.11 · 2025Q4
2026-02-09
ADD
A
Chuck Royce (Royce & Associates) added to ACVA
ACV AUCTIONS INC
+1,018,084
~$8.02 · 2025Q4
2026-02-09
NEW
A
Chuck Royce (Royce & Associates) opened a new position in AZZ
AZZ INC
+4,468
~$107.18 · 2025Q4
2026-02-09
NEW
A
Chuck Royce (Royce & Associates) opened a new position in ANF
ABERCROMBIE & FITCH CO
+79,182
~$125.87 · 2025Q4
2026-02-09
TRIM
A
Chuck Royce (Royce & Associates) trimmed AIR
AAR CORP
−11,240
~$82.79 · 2025Q4
2026-02-09
TRIM
A
Chuck Royce (Royce & Associates) trimmed ABSI
ABSCI CORPORATION
−526,080
~$3.49 · 2025Q4
2026-02-09
ADD
A
Chuck Royce (Royce & Associates) added to ADMA
ADMA BIOLOGICS INC
+302,399
~$18.24 · 2025Q4
2026-02-09
TRIM
A
Chuck Royce (Royce & Associates) trimmed ACU
ACME UTD CORP
−8,427
~$40.31 · 2025Q4
2026-02-09
ADD
A
Chuck Royce (Royce & Associates) added to ADTN
ADTRAN HOLDINGS INC
+186,238
~$8.69 · 2025Q4
2026-02-09
TRIM
A
Chuck Royce (Royce & Associates) trimmed ACCO
ACCO BRANDS CORP
−5,140
~$3.73 · 2025Q4
2026-02-09
ADD
A
Chuck Royce (Royce & Associates) added to AAON
AAON INC
+40,892
~$76.25 · 2025Q4
2026-02-09
TRIM
A
Chuck Royce (Royce & Associates) trimmed AMCX
AMC NETWORKS INC
−2,262
~$9.52 · 2025Q4
2026-02-09
ADD
A
Chuck Royce (Royce & Associates) added to ATS
ATS CORPORATION
+30,000
~$27.55 · 2025Q4
2026-02-09
ADD
A
Chuck Royce (Royce & Associates) added to AMN
AMN HEALTHCARE SVCS INC
+55,137
~$15.76 · 2025Q4
2026-02-09
TRIM
A
Chuck Royce (Royce & Associates) trimmed ADEA
ADEIA INC
−157,871
~$17.25 · 2025Q4
2026-02-09