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ROYCE & ASSOCIATES LP

Q2 2025 · Filed 2025-08-11
Market Value
$9.6B
+5.6%
Holdings
832
-35
New Purchases
53
Added To
323
Closed
65
Reduced
310
Top 10 Concentration
9.2%
Turnover
14.2%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
EVR 0.41% 0.08% +0.34% $39M
MKSI 0.95% 0.70% +0.25% $91M
IBP 0.70% 0.45% +0.24% $67M
IESC 0.56% 0.32% +0.24% $54M
GPK 0.24% 0.00% +0.24% $23M
NSP 0.26% 0.03% +0.23% $25M
NOMD 0.30% 0.11% +0.19% $29M
STRL 0.30% 0.12% +0.19% $29M
HAE 0.99% 0.81% +0.18% $95M
LMB 0.38% 0.21% +0.17% $37M
IGT 0.20% 0.03% +0.17% $19M
AAON 0.31% 0.15% +0.16% $30M
AMSC 0.31% 0.17% +0.14% $30M
KN 0.41% 0.27% +0.14% $39M
LASR 0.39% 0.26% +0.13% $38M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
KW 0.22% 0.72% -0.50% $21M
FARO 0.00% 0.32% -0.32% $0
VSTS 0.01% 0.31% -0.30% $491K
ENOV 0.79% 1.05% -0.26% $76M
IDT 0.05% 0.29% -0.24% $5M
AL 0.88% 1.10% -0.22% $85M
CODI 0.00% 0.18% -0.18% $215K
JCOM 0.01% 0.18% -0.18% $639K
GCMG 0.26% 0.43% -0.17% $25M
PLPC 0.29% 0.44% -0.15% $28M
ONEW 0.21% 0.36% -0.15% $20M
FN 0.00% 0.14% -0.14% $0
IOSP 0.55% 0.68% -0.13% $53M
ROG 0.00% 0.13% -0.13% $0
USLM 0.11% 0.24% -0.12% $11M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 2 $10M 0.1%
Large Cap 99 $1.5B 15.8%
Mid Cap 331 $4.9B 51.1%
Small Cap 321 $2.8B 28.9%
Micro Cap 79 $400M 4.2%

Portfolio Analytics

Avg Market Cap
$6.6B
Median Market Cap
$2.2B
Avg P/E
38.0
Median P/E
20.1
Avg Dividend Yield
0.01%
Avg Beta
1.08
# Stocks
829
# ETFs / Funds
3

Top Holdings (832 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SEIC 1.15% 1,226,752 $110M $89.86 $11M -53,440 -4.2%
2 ACA 1.14% 1,262,439 $109M $86.71 $13M +8,351 +0.7%
3 HAE 0.99% 1,271,057 $95M $74.61 $21M +109,761 +9.4%
4 MKSI 0.95% 915,111 $91M $99.36 $27M +121,867 +15.4%
5 AL 0.88% 1,447,823 $85M $58.49 -$15M -620,395 -30.0%
6 AGO 0.88% 966,807 $84M $87.10 -$4M -33,953 -3.4%
7 JBTM 0.87% 695,184 $84M $120.26 $876K +18,207 +2.7%
8 UFPI 0.81% 786,122 $78M $99.36 $3M +88,811 +12.7%
9 ENOV 0.79% 2,418,923 $76M $31.36 -$19M -71,883 -2.9%
10 ESAB 0.77% 615,548 $74M $120.55 $3M +646 +0.1%
11 IGIC 0.77% 3,073,162 $74M $24.02 $4M +437,099 +16.6%
12 CRUS 0.74% 679,160 $71M $104.26 $6M +29,893 +4.6%
13 ESE 0.72% 361,742 $69M $191.87 $5M -41,544 -10.3%
14 KWR 0.72% 614,098 $69M $111.94 $751K +64,054 +11.7%
15 IBP 0.70% 370,630 $67M $180.32 $26M +130,221 +54.2%
16 PAR 0.68% 939,803 $65M $69.37 $7M -998 -0.1%
17 FSV 0.65% 357,433 $62M $174.62 $4M +4,584 +1.3%
18 AAP 0.64% 1,324,559 $62M $46.49 $6M -80,658 -5.7%
19 KD 0.64% 1,455,884 $61M $41.96 $12M -97,594 -6.3%
20 ESI 0.64% 2,689,467 $61M $22.65 $4M +181,046 +7.2%
21 DORM 0.63% 493,329 $61M $122.67 $2M +6,536 +1.3%
22 ASO 0.60% 1,274,137 $57M $44.81 -$975K +979 +0.1%
23 MMI 0.59% 1,843,767 $57M $30.71 -$4M +85,876 +4.9%
24 FORM 0.59% 1,643,142 $57M $34.41 $4M -226,914 -12.1%
25 LCII 0.59% 618,599 $56M $91.19 $6M +37,009 +6.4%
26 TGNA 0.58% 3,320,169 $56M $16.76 -$4M +63,707 +2.0%
27 IPAR 0.57% 417,009 $55M $131.31 $8M +7,041 +1.7%
28 LFUS 0.56% 238,287 $54M $226.73 $11M +18,899 +8.6%
29 IESC 0.56% 182,252 $54M $296.23 $25M +4,025 +2.3%
30 VMI 0.56% 163,087 $53M $326.57 $6M -2,845 -1.7%
31 IOSP 0.55% 627,502 $53M $84.09 -$9M -26,134 -4.0%
32 VNT 0.54% 1,404,298 $52M $36.90 $5M -13,489 -0.9%
33 RBC 0.53% 131,799 $51M $384.80 $10M +5,626 +4.5%
34 RBA.TO 0.52% 472,406 $50M $106.19 $3M +6,664 +1.4%
35 SII 0.52% 718,857 $50M $69.12 $11M -134,700 -15.8%
36 CIGI 0.52% 379,216 $50M $130.54 $4M +5,196 +1.4%
37 APAM 0.50% 1,082,673 $48M $44.33 $6M +15,737 +1.5%
38 VVV 0.50% 1,264,165 $48M $37.87 $6M +56,435 +4.7%
39 NGVT 0.49% 1,099,359 $47M $43.09 -$471K -109,086 -9.0%
40 NPO 0.49% 245,144 $47M $191.55 $1M -37,150 -13.2%
41 HCSG 0.48% 3,035,124 $46M $15.03 -$2M -1,648,914 -35.2%
42 HCKT 0.47% 1,790,809 $46M $25.42 $2M +302,026 +20.3%
43 LNN 0.47% 314,735 $45M $144.25 $5M -3,598 -1.1%
44 BRC 0.47% 667,326 $45M $67.97 $1M +43,592 +7.0%
45 BKU 0.47% 1,261,205 $45M $35.59 $2M +10,208 +0.8%
46 TECH 0.47% 870,887 $45M $51.45 -$6M +702 +0.1%
47 KAI 0.46% 138,904 $44M $317.45 -$6M -10,281 -6.9%
48 LAZ 0.46% 910,174 $44M $47.98 $7M +62,372 +7.4%
49 RS 0.44% 132,948 $42M $313.90 $5M +7,357 +5.9%
50 MLI 0.43% 524,741 $42M $79.47 $1M -7,414 -1.4%
51 KLIC 0.43% 1,190,488 $41M $34.60 -$3M -160,904 -11.9%
52 MORN 0.42% 129,217 $41M $313.93 -$677K -8,316 -6.0%
53 SMP 0.42% 1,315,960 $40M $30.72 $8M +6,246 +0.5%
54 MSM 0.41% 465,690 $40M $85.02 $3M +671 +0.1%
55 EVR 0.41% 146,085 $39M $270.02 $33M +111,885 +327.1%
56 KN 0.41% 2,213,588 $39M $17.62 $15M +601,909 +37.4%
57 AGI 0.41% 1,465,091 $39M $26.60 -$5M -167,188 -10.2%
58 MHO 0.40% 338,375 $38M $112.12 $2M +24,013 +7.6%
59 KFY 0.39% 516,395 $38M $73.33 -$8M -163,223 -24.0%
60 IMAX 0.39% 1,350,638 $38M $27.96 -$6M -314,870 -18.9%
61 LASR 0.39% 1,913,100 $38M $19.68 $14M -1,120,944 -37.0%
62 BELFB 0.39% 382,452 $37M $97.69 $6M -35,149 -8.4%
63 LMB 0.38% 262,543 $37M $140.10 $18M +8,043 +3.2%
64 SBCF 0.37% 1,299,972 $36M $27.62 $7M +163,975 +14.4%
65 OBK 0.37% 998,216 $36M $35.74 $2M +40,076 +4.2%
66 DGII 0.37% 1,023,215 $36M $34.86 $8M +27,480 +2.8%
67 LECO 0.37% 171,166 $35M $207.32 $3M -282 -0.2%
68 COHU 0.37% 1,824,835 $35M $19.24 $10M +145,357 +8.7%
69 KBR 0.36% 727,726 $35M $47.94 $3M +96,311 +15.2%
70 VSH 0.36% 2,180,944 $35M $15.88 -$3M -165,842 -7.1%
71 CPRX 0.36% 1,582,862 $34M $21.70 -$4M -15,498 -1.0%
72 NVEC 0.35% 458,675 $34M $73.61 $3M -31,145 -6.4%
73 TRNS 0.35% 391,779 $34M $85.96 -$2M -86,802 -18.1%
74 TMDX 0.35% 247,401 $33M $134.01 $13M -49,799 -16.8%
75 SANM 0.34% 335,961 $33M $97.83 $3M -55,014 -14.1%
76 CGNX 0.34% 1,029,325 $33M $31.72 -$3M -174,922 -14.5%
77 LSTR 0.34% 233,859 $33M $139.02 -$7M -29,103 -11.1%
78 VCTR 0.34% 505,630 $32M $63.67 $12M +152,060 +43.0%
79 HOMB 0.33% 1,125,089 $32M $28.46 $251K +1,314 +0.1%
80 SPNS 0.33% 1,078,036 $32M $29.25 -$272K -96,007 -8.2%
81 SSD 0.33% 202,626 $31M $155.31 $2M +17,140 +9.2%
82 WD 0.32% 431,749 $30M $70.48 $6M +149,061 +52.7%
83 TKR 0.32% 418,413 $30M $72.55 $389K +1,449 +0.3%
84 AAON 0.31% 407,709 $30M $73.75 $16M +228,534 +127.5%
85 AMSC 0.31% 811,732 $30M $36.69 $14M -55,610 -6.4%
86 CMC 0.31% 606,487 $30M $48.91 $5M +63,280 +11.7%
87 YETI 0.31% 937,771 $30M $31.52 $1M +79,950 +9.3%
88 STRL 0.30% 125,745 $29M $230.73 $18M +31,552 +33.5%
89 ROAD 0.30% 270,844 $29M $106.28 $9M -9,420 -3.4%
90 BBSI 0.30% 689,075 $29M $41.69 -$3M -83,515 -10.8%
91 NOMD 0.30% 1,686,116 $29M $16.99 $19M +1,199,251 +246.3%
92 HIFS 0.30% 115,273 $29M $248.35 $7M +25,686 +28.7%
93 RLI 0.30% 394,486 $28M $72.22 -$811K +29,726 +8.2%
94 CECO 0.30% 1,005,613 $28M $28.31 $7M +60,611 +6.4%
95 BC 0.29% 512,079 $28M $55.24 $2M +24,075 +4.9%
96 SENEA 0.29% 278,107 $28M $101.43 $2M -15,500 -5.3%
97 RNR 0.29% 114,853 $28M $242.90 -$886K -5,079 -4.2%
98 IMKTA 0.29% 437,800 $28M $63.38 $1M +28,100 +6.9%
99 NVMI 0.29% 100,268 $28M $275.20 -$253K -50,802 -33.6%
100 COHR 0.29% 309,279 $28M $89.21 $11M +54,121 +21.2%

New Positions

SymbolValue% Port
GPK $23M 0.24%
RGEN $11M 0.12%
MTSR $9M 0.10%
PLOW $9M 0.10%
MYRG $8M 0.08%
AMTM $8M 0.08%
SITE $7M 0.08%
ELAN $7M 0.07%
RDW $6M 0.06%
BLBD $6M 0.06%
CBT $6M 0.06%
TVTX $6M 0.06%
STNE $5M 0.05%
MSA $4M 0.05%
SAIA $4M 0.04%

Sold Out Positions

SymbolValue% Port
TOL —%
WU —%
MUSA —%
MTZ —%
GLOB —%
WLY —%
ROG —%
BCC —%
WEX —%
CLW —%
CPF —%
AZZ —%
CIEN —%
CPK —%
UVV —%
View SEC EDGAR Filings for ROYCE & ASSOCIATES LP →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms