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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
+$1.51B+$755M$0-$755M-$1.51B'24Q2'24Q3'24Q4'25Q1'25Q2'25Q3
Latest · 2025Q3
-$582M
Lifetime buys
$4.86B
Lifetime sells
$6.87B

Quarter activity

What changed in 2025Q3 - net new, added, trimmed, exited.
New positions60 names
  • PENGPENGUIN SOLUTIONS INC
    +909,460
    $23.9M
  • H00501AEBI SCHMIDT HLDG AG
    +1,331,821
    $16.6M
  • MTRNMATERION CORP
    +97,500
    $11.8M
  • MATXMATSON INC
    +96,391
    $9.5M
  • TICACUREN CORP
    +670,000
    $8.9M
  • ARWARROW ELECTRS INC
    +73,163
    $8.9M
  • VBRVANGUARD INDEX FDS
    +41,219
    $8.6M
  • TFXTELEFLEX INCORPORATED
    +70,000
    $8.6M
  • M87915TOWER SEMICONDUCTOR LTD
    +112,413
    $8.1M
  • BCCBOISE CASCADE CO DEL
    +104,400
    $8.1M
  • WGOWINNEBAGO INDS INC
    +204,500
    $6.8M
  • CWHCAMPING WORLD HLDGS INC
    +421,959
    $6.7M
  • + 48 more…
Added to312 names
  • G3398LFIDELIS INSURANCE HOLDINGS L
    +1,525,868
    $27.7M
  • BBWIBATH & BODY WORKS INC
    +902,781
    $23.3M
  • AMRCAMERESCO INC
    +640,106
    $21.5M
  • ESABESAB CORPORATION
    +169,958
    $19.0M
  • KBRKBR INC
    +328,624
    $15.5M
  • G5S37HMAREX GROUP PLC
    +459,998
    $15.5M
  • HCKTHACKETT GROUP INC
    +790,522
    $15.0M
  • ORICORIC PHARMACEUTICALS INC
    +1,223,709
    $14.7M
  • DFINDONNELLEY FINL SOLUTIONS INC
    +264,659
    $13.6M
  • PACSPACS GROUP INC
    +806,446
    $11.1M
  • MSAMSA SAFETY INC
    +59,326
    $10.2M
  • KFYKORN FERRY
    +145,520
    $10.2M
  • + 300 more…
Trimmed330 names
  • ALAIR LEASE CORP
    −1,079,144
    $68.7M
  • ENOVENOVIS CORPORATION
    −1,697,683
    $51.5M
  • TGNATEGNA INC
    −1,895,584
    $38.5M
  • HAEHAEMONETICS CORP MASS
    −569,815
    $27.8M
  • SEICSEI INVTS CO
    −323,169
    $27.4M
  • AMSCAMERICAN SUPERCONDUCTOR CORP
    −454,152
    $27.0M
  • IBPINSTALLED BLDG PRODS INC
    −108,297
    $26.7M
  • BELFBBEL FUSE INC
    −182,155
    $25.7M
  • ATKRATKORE INC
    −362,896
    $22.8M
  • BANCBANC OF CALIFORNIA INC
    −1,165,337
    $19.3M
  • LASRNLIGHT INC
    −584,178
    $17.3M
  • KTOSKRATOS DEFENSE & SEC SOLUTIO
    −184,580
    $16.9M
  • + 318 more…
Exited80 names
  • G7T16GSAPIENS INTL CORP N V
    −1,078,036
    $31.5M
  • G8232YSMART GLOBAL HLDGS INC
    −903,173
    $17.9M
  • 825698SHYFT GROUP INC
    −1,196,946
    $15.0M
  • FCNCAFIRST CTZNS BANCSHARES INC N
    −6,976
    $13.6M
  • G98196WNS HLDGS LTD
    −177,871
    $11.2M
  • GTLSCHART INDS INC
    −66,580
    $11.0M
  • AHCOADAPTHEALTH CORP
    −1,079,905
    $10.2M
  • ITGRINTEGER HLDGS CORP
    −67,184
    $8.3M
  • GDYNGRID DYNAMICS HLDGS INC
    −689,541
    $8.0M
  • ERIEERIE INDTY CO
    −22,600
    $7.8M
  • EVHEVOLENT HEALTH INC
    −663,010
    $7.5M
  • IMXIINTERNATIONAL MNY EXPRESS IN
    −724,638
    $7.3M
  • + 68 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