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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
  • Options
  • 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+$594M$0-$594M-$1.19B'24Q2'24Q3'24Q4'25Q1'25Q2
Latest · 2025Q2
-$211M
Lifetime buys
$3.93B
Lifetime sells
$5.36B

Quarter activity

What changed in 2025Q2 - net new, added, trimmed, exited.
New positions56 names
  • GPKGRAPHIC PACKAGING HLDG CO
    +1,076,587
    $22.7M
  • RGENREPLIGEN CORP
    +89,522
    $11.1M
  • 59267LMETSERA INC
    +331,280
    $9.4M
  • PLOWDOUGLAS DYNAMICS INC
    +317,433
    $9.4M
  • MYRGMYR GROUP INC DEL
    +44,175
    $8.0M
  • LIONLIONSGATE STUDIOS CORP
    +1,366,762
    $7.9M
  • AMTMAMENTUM HOLDINGS INC
    +335,000
    $7.9M
  • SITESITEONE LANDSCAPE SUPPLY INC
    +62,000
    $7.5M
  • ELANELANCO ANIMAL HEALTH INC
    +496,932
    $7.1M
  • RDWREDWIRE CORPORATION
    +379,929
    $6.2M
  • BLBDBLUE BIRD CORP
    +136,363
    $5.9M
  • CBTCABOT CORP
    +77,778
    $5.8M
  • + 44 more…
Added to328 names
  • EVREVERCORE INC
    +111,885
    $30.2M
  • IBPINSTALLED BLDG PRODS INC
    +130,221
    $23.5M
  • NSPINSPERITY INC
    +386,139
    $23.2M
  • G6564ANOMAD FOODS LTD
    +1,199,251
    $20.4M
  • AAONAAON INC
    +228,534
    $16.9M
  • G4863AINTERNATIONAL GAME TECHNOLOG
    +1,044,906
    $16.5M
  • CRLCHARLES RIV LABS INTL INC
    +81,500
    $12.4M
  • MKSIMKS INSTRS INC
    +121,867
    $12.1M
  • KNKNOWLES CORP
    +601,909
    $10.6M
  • WDWALKER & DUNLOP INC
    +149,061
    $10.5M
  • G4809JINTL GNRL INSURANCE HLDNGS L
    +437,099
    $10.5M
  • VCTRVICTORY CAP HLDGS INC
    +152,060
    $9.7M
  • + 316 more…
Trimmed317 names
  • ALAIR LEASE CORP
    −620,395
    $36.3M
  • IDTIDT CORP
    −450,863
    $30.8M
  • KWKENNEDY-WILSON HOLDINGS INC
    −4,471,212
    $30.4M
  • HCSGHEALTHCARE SVCS GROUP INC
    −1,648,914
    $24.8M
  • LASRNLIGHT INC
    −1,120,944
    $22.1M
  • G5S37HMAREX GROUP PLC
    −496,275
    $19.6M
  • PLPCPREFORMED LINE PRODS CO
    −113,103
    $18.1M
  • VSTSVESTIS CORPORATION
    −2,757,202
    $15.8M
  • GTXGARRETT MOTION INC
    −1,369,585
    $14.4M
  • M7516KNOVA LTD
    −50,802
    $14.0M
  • USLMUNITED STS LIME & MINERALS I
    −135,189
    $13.5M
  • DRSLEONARDO DRS INC
    −275,933
    $12.8M
  • + 305 more…
Exited70 names
  • FAROFARO TECHNOLOGIES INC
    −1,053,329
    $28.8M
  • G3323LFABRINET
    −64,555
    $12.8M
  • ROGROGERS CORP
    −176,102
    $11.9M
  • TASKTASKUS INC
    −790,289
    $10.8M
  • LGFEURLIONS GATE ENTMNT CORP
    −1,124,700
    $10.0M
  • WTSWATTS WATER TECHNOLOGIES INC
    −46,400
    $9.5M
  • MTZMASTEC INC
    −78,980
    $9.2M
  • LNTHLANTHEUS HLDGS INC
    −79,699
    $7.8M
  • CIENCIENA CORP
    −118,588
    $7.2M
  • 07WAMR COOPER GROUP INC
    −52,601
    $6.3M
  • UDMYUDEMY INC
    −779,689
    $6.1M
  • TCMDTACTILE SYS TECHNOLOGY INC
    −420,442
    $5.6M
  • + 58 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