OpenStocks
Smart money
  • Super investors
  • Most popular stocks
  • Biggest buys
  • Biggest sells
  • New positions
  • Smart-money signals
Insiders
  • Insider trading
  • Browse insiders
  • Transactions feed
  • Insider trading RSS
Congress
  • Congress stock trades
  • All members of Congress
  • Trades by committee
  • Congress trades RSS
Markets
  • ETFs
  • Sectors
  • Industries
  • Stock screener
  • Daily market digest
  • Blog
Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
Logos by elbstream.com
  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

Not enough filing history to compute mark-to-market returns for Chuck Royce.

We need at least one year of portfolio coverage with priceable positions.

Performance overview

We mark Chuck Royce (Royce & Associates)'s disclosed portfolio to current market prices and compare its growth against the S&P 500 (SPY). Chuck’s portfolio is 30.6% since 2024Q1.

Portfolio growth vs SPY
Rebased to 100 at 2024Q1 · through 2025Q4
Chuck Royce
+33.3%
SPY
+33.2%
Alpha
+0.1pp
961061171271372024Q12024Q42025Q4
Portfolio line is the GIPS-compliant time-weighted return chain-linked across the manager's quarterly 13F filings — unaffected by capital flows. Quarters with insufficient held-through coverage are skipped, which can briefly flatten the line.
Capital flow per quarter
BuysSellsNet
+$1.19B+$594M$0-$594M-$1.19B'24Q2'24Q3'24Q4'25Q1
Latest · 2025Q1
-$473M
Lifetime buys
$3.05B
Lifetime sells
$4.26B
Portfolio over time
AUMPositions
$0$3.70B$7.39B$11.20B872796'24Q1'24Q3'25Q1
QoQ AUM
-14.4%
5Q lifetime AUM
-17.7%
QoQ positions
-33
5Q lifetime positions
-76
Position concentration
796 positions
Top 1
1%
of book
  • Top 11%$99.9MAL
  • Top 2-54%$379.4MSEIC, ACA, ENOV
  • Top 6-104%$372.2MJBTM, UFPI, HAE
  • Top 11-207%$625.2MKWR, KW, CRUS
  • Rest84%$7.75BRest of port