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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
1607
$10.71B
8.72%
Latest2025Q3
Top BuysESPR (US)
Top SellsBTE (CA)

Latest Changes

Indicators
Latest (2025Q3)
Previous (2025Q2)
Change
Mkt Value (report date)
10.71B
10.94B
-2.09%
Shares Held
1607
1690
-4.91%
Buys
307
345
-11.01%
Sells
410
475
-13.68%

Sector Allocation

No.
Name
% Portfolio
Shares Traded
Mkt Value (Date)
Market Value
Shares Held
Report Date
Watchlist
1.23%
-32.64K
$131.25M
$115.68M
1.23M
2025-12-31
0.97%
+121.85K
$103.77M
$99.57M
755.74K
2025-12-31
0.94%
+28.34K
$100.74M
$93.90M
668.59K
2025-12-31
0.94%
+112.50K
$100.33M
$100.34M
898.01K
2025-12-31
0.92%
-210.52K
$98.53M
$76.32M
616.61K
2025-12-31
0.83%
-52.44K
$88.38M
$83.24M
983.38K
2025-12-31
0.74%
-18.95K
$79.24M
$60.83M
653.06K
2025-12-31
0.74%
-45.66K
$79.20M
$83.74M
668.33K
2025-12-31
0.74%
-22.43K
$79.06M
$73.11M
3.15M
2025-12-31
0.69%
+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
Clarkson Ord Shs (GB)
CKN
Sell
-3.36K
-3.30%
96.35K
$5.84M
2026-03-02
Buy
+691.74K
+32.10%
1.46M
$33.82M
2026-02-28
Buy
+319.81K
+9.70%
2.96M
$40.46M
2026-02-28
4
Business Engineering Ord Shs (JP)
4828
Buy
+241.30K
+32.90%
490.80K
$4.43M
2026-02-28
5
Triveni Turbine Ord Shs (IN)
TRVT
Buy
+150.00K
+17.40%
709.04K
$3.81M
2026-02-28
6
Halma Ord Shs (GB)
HLMA
Exit
-63.14K
-100.00%
0.00
$0.00
2026-02-28
7
Hansen Technologies Ord Shs (AU)
HSN
Sell
-37.38K
-2.20%
1.61M
$6.06M
2026-02-28
8
Dexerials Ord Shs (JP)
4980
Buy
+36.60K
+14.20%
220.90K
$3.66M
2026-02-28
9
JTC Ord Shs (GB)
JTC
Sell
-28.60K
-33.90%
55.57K
$977.02K
2026-02-28
10
Obic Business Consultants Ord Shs (JP)
4733
Buy
+19.90K
+14.10%
120.65K
$4.88M
2026-02-28

Holding Performance

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