Royce & Associates (Chuck Royce)

Royce & Associates (Chuck Royce) has filed 13F reports from Q2 2013 through Q2 2026. In the most recent quarter, the fund reported $12.4B across 747 positions. The portfolio has returned 9.6% annualized over five years, with 18.0% volatility and a maximum drawdown of 26.1%. Top holdings include ACA, KWR, MKSI, JBTM, DORM. Across all filing periods, 3.8% included restatements and 0.0% introduced new holdings. Review the fund’s investment style metrics, recent position changes, track record by individual position and sector, and related educational resources below.