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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'24Q2'24Q3'24Q4'25Q1'25Q2'25Q3'25Q4
Latest · 2025Q4
-$358M
Lifetime buys
$5.85B
Lifetime sells
$8.21B

Quarter activity

What changed in 2025Q4 - net new, added, trimmed, exited.
New positions64 names
  • JJSFJ & J SNACK FOODS CORP
    +327,501
    $29.6M
  • ANDGANDERSEN GROUP INC
    +769,319
    $19.9M
  • THRMGENTHERM INC
    +332,135
    $12.1M
  • CBLLCERIBELL INC
    +533,300
    $11.7M
  • EPAMEPAM SYS INC
    +54,147
    $11.1M
  • ANFABERCROMBIE & FITCH CO
    +79,182
    $10.0M
  • SPSMSPDR SER TR
    +209,799
    $9.8M
  • MMSMAXIMUS INC
    +111,410
    $9.6M
  • LOBLIVE OAK BANCSHARES INC
    +247,341
    $8.5M
  • RHRH
    +46,000
    $8.2M
  • MIAXMIAMI INTL HLDGS INC
    +181,466
    $8.1M
  • KINSKINGSTONE COS INC
    +448,657
    $7.6M
  • + 52 more…
Added to274 names
  • WDFCWD 40 CO
    +145,517
    $28.7M
  • CBZCBIZ INC
    +524,438
    $26.5M
  • SAIASAIA INC
    +60,700
    $19.8M
  • EXPOEXPONENT INC
    +276,889
    $19.2M
  • IPARINTER PARFUMS INC
    +202,207
    $17.2M
  • KWRQUAKER HOUGHTON
    +121,854
    $16.7M
  • EEFTEURONET WORLDWIDE INC
    +190,462
    $14.5M
  • KAIKADANT INC
    +48,286
    $13.8M
  • AAPADVANCE AUTO PARTS INC
    +345,217
    $13.6M
  • LGNLEGENCE CORP
    +305,865
    $13.2M
  • ESABESAB CORPORATION
    +112,503
    $12.6M
  • VVVVALVOLINE INC
    +431,687
    $12.5M
  • + 262 more…
Trimmed362 names
  • HAEHAEMONETICS CORP MASS
    −629,767
    $50.5M
  • PACSPACS GROUP INC
    −1,112,836
    $42.7M
  • COHRCOHERENT CORP
    −211,146
    $39.0M
  • MKSIMKS INSTRS INC
    −210,522
    $33.6M
  • SANMSANMINA CORPORATION
    −188,206
    $28.2M
  • IBPINSTALLED BLDG PRODS INC
    −108,333
    $28.1M
  • STRLSTERLING CONSTR INC
    −87,126
    $26.7M
  • MMIMARCUS & MILLICHAP INC
    −878,967
    $24.0M
  • IWNISHARES TR
    −104,453
    $18.9M
  • KTOSKRATOS DEFENSE & SEC SOLUTIO
    −244,902
    $18.6M
  • BELFBBEL FUSE INC
    −108,262
    $18.4M
  • FORMFORMFACTOR INC
    −310,842
    $17.3M
  • + 350 more…
Exited65 names
  • CRLCHARLES RIV LABS INTL INC
    −84,361
    $13.2M
  • 37MMRC GLOBAL INC
    −839,792
    $12.1M
  • TRNTRINITY INDS INC
    −393,781
    $11.0M
  • FFWMFIRST FNDTN INC
    −1,811,991
    $10.1M
  • AZTAAZENTA INC
    −343,934
    $9.9M
  • NEUNEWMARKET CORP
    −11,500
    $9.5M
  • BZHBEAZER HOMES USA INC
    −353,831
    $8.7M
  • VBRVANGUARD INDEX FDS
    −41,219
    $8.6M
  • PROPROS HOLDINGS INC
    −373,516
    $8.6M
  • CBTCABOT CORP
    −106,980
    $8.1M
  • KELYAKELLY SVCS INC
    −598,444
    $7.9M
  • MOG/AMOOG INC
    −37,287
    $7.7M
  • + 53 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