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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
1585
$10.96B
8.12%
Latest2025Q3
Top BuysESPR (US)
Top SellsBTE (CA)

Latest Changes

Indicators
Latest (2025Q3)
Previous (2025Q2)
Change
Mkt Value (report date)
10.96B
10.94B
+0.18%
Shares Held
1585
1690
-6.21%
Buys
346
345
+0.29%
Sells
393
475
-17.26%

Sector Allocation

No.
Name
% Portfolio
Shares Traded
Mkt Value (Date)
Market Value
Shares Held
Report Date
1.08%
+4.65K
$118.74M
$118.74M
1.27M
2025-09-30
0.93%
-87.98K
$102.37M
$102.37M
827.13K
2025-09-30
0.82%
-54.93K
$89.92M
$89.92M
640.25K
2025-09-30
0.82%
+34.84K
$89.46M
$89.46M
714.00K
2025-09-30
0.80%
+169.96K
$87.77M
$87.77M
785.51K
2025-09-30
0.80%
+69.02K
$87.68M
$87.68M
1.04M
2025-09-30
0.76%
+19.79K
$83.51M
$83.51M
633.89K
2025-09-30
0.71%
+4.09K
$77.54M
$77.54M
497.42K
2025-09-30
0.70%
+1.63K
$76.71M
$76.71M
363.37K
2025-09-30
0.70%
-323.17K
$76.67M
$76.67M
903.58K
2025-09-30

Latest Trades

No.
Name
Action
Shares Traded
% Change
Shares Held
Mkt Value (Date)
Report Date
Sell
-1.97M
-63.70%
1.12M
$1.73M
2025-12-31
New
+1.11M
+50.00%
1.11M
$1.28M
2025-12-31
New
+769.31K
+50.00%
769.31K
$19.95M
2025-12-31
4
Computer Model Ord Shs (CA)
CMG
Sell
-750.00K
-20.00%
3.00M
$11.39M
2025-12-31
Sell
-744.33K
-31.90%
1.59M
$2.11M
2025-12-31
Sell
-677.84K
-29.20%
1.64M
$7.45M
2025-12-31
7
Kimberly-Clark de Mexico Class A Ord Shs (MX)
KIMBERA
Buy
+658.35K
+11.40%
5.10M
$10.89M
2025-12-31
Sell
-480.94K
-34.70%
902.25K
$9.76M
2025-12-31
9
Almonty Industries Ord Shs (CA)
AII
New
+454.32K
+50.00%
454.32K
$4.00M
2025-12-31
Sell
-388.98K
-46.40%
449.01K
$7.53M
2025-12-31

Holding Performance

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