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Chuck Royce

Royce Investment Partners

Charles M. Royce is known as one of the pioneers of small-cap investing. He has been the portfolio manager for Royce Pennsylvania Mutual Fund since 1972. Royce holds a bachelor's degree from Brown University and a Master of Business Administration from Columbia University.

Shares Held
Asset Size
% Top 10
1669
$10.87B
8.60%
Latest2025Q3
Top BuysESPR (US)
Top SellsBTE (CA)

Latest Changes

Indicators
Latest (2025Q3)
Previous (2025Q2)
Change
Mkt Value (report date)
10.87B
10.94B
-0.65%
Shares Held
1669
1690
-1.24%
Buys
322
345
-6.67%
Sells
433
475
-8.84%

Sector Allocation

No.
Name
% Portfolio
Shares Traded
Mkt Value (Date)
Market Value
Shares Held
Report Date
Watchlist
1.21%
-32.64K
$131.25M
$115.68M
1.23M
2025-12-31
0.95%
+121.85K
$103.77M
$99.57M
755.74K
2025-12-31
0.93%
+28.34K
$100.74M
$93.90M
668.59K
2025-12-31
0.92%
+112.50K
$100.33M
$100.34M
898.01K
2025-12-31
0.91%
-210.52K
$98.53M
$76.32M
616.61K
2025-12-31
0.81%
-52.44K
$88.38M
$83.24M
983.38K
2025-12-31
0.73%
-18.95K
$79.24M
$60.83M
653.06K
2025-12-31
0.73%
-45.66K
$79.20M
$83.74M
668.33K
2025-12-31
0.73%
-22.43K
$79.06M
$73.11M
3.15M
2025-12-31
0.68%
+2.76K
$74.34M
$76.90M
906.34K
2025-12-31

Latest Trades

No.
Name
Action
Shares Traded
% Change
Shares Held
Mkt Value (Date)
Report Date
Watchlist
Buy
+129.40K
+7.40%
1.61M
$20.54M
2026-04-30
Buy
+587.00
+0.60%
85.59K
$14.98M
2026-04-30
E L Financial Ord Shs (CA)
ELF
Sell
-918.11K
-23.90%
2.92M
$33.24M
2026-03-31
4
SmartCraft Group Ord Shs (SE)
SMCRT
New
+672.02K
+50.00%
672.02K
$1.21M
2026-03-31
5
Odontoprev Ord Shs (BR)
SAUD3
Sell
-662.79K
-67.90%
312.08K
$808.91K
2026-03-31
6
Odontoprev Ord Shs (BR)
ODPV3
Sell
-662.79K
-67.90%
312.08K
$808.91K
2026-03-31
Buy
+593.63K
+36.20%
1.04M
$16.46M
2026-03-31
8
Ur Energy Ord Shs (CA)
URE
New
+556.00K
+50.00%
556.00K
$822.70K
2026-03-31
9
Smartcraft Ord Shs ()
SMCRT
Exit
-539.98K
-100.00%
0.00
$0.00
2026-03-31
New
+513.72K
+50.00%
513.72K
$2.93M
2026-03-31

Holding Performance

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