— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

ROYCE & ASSOCIATES LP

Q3 2025 · Filed 2025-11-12
Market Value
$9.8B
+2.5%
Holdings
819
-9
New Purchases
56
Added To
303
Closed
77
Reduced
323
Top 10 Concentration
9.1%
Turnover
16.2%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AMRC 0.33% 0.05% +0.28% $32M
PENG 0.24% 0.00% +0.24% $24M
BBWI 0.30% 0.08% +0.23% $30M
CRUS 0.92% 0.74% +0.17% $89M
DORM 0.79% 0.64% +0.16% $78M
ORIC 0.18% 0.03% +0.15% $18M
IESC 0.72% 0.57% +0.15% $70M
KBR 0.51% 0.37% +0.15% $50M
CGNX 0.49% 0.34% +0.14% $47M
MOD 0.42% 0.28% +0.14% $41M
KWR 0.86% 0.72% +0.13% $84M
CECO 0.43% 0.30% +0.13% $42M
ONTO 0.41% 0.28% +0.13% $40M
LYTS 0.25% 0.12% +0.13% $25M
VMI 0.68% 0.56% +0.12% $66M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AL 0.24% 0.89% -0.65% $23M
HAE 0.35% 1.00% -0.65% $34M
ENOV 0.22% 0.80% -0.57% $22M
SEIC 0.79% 1.16% -0.37% $77M
SPNS 0.00% 0.33% -0.33% $0
PAR 0.39% 0.68% -0.29% $38M
TGNA 0.30% 0.58% -0.29% $29M
ATKR 0.00% 0.27% -0.27% $352K
LMB 0.18% 0.39% -0.20% $18M
SGH 0.00% 0.19% -0.19% $0
BANC 0.01% 0.18% -0.17% $984K
IOSP 0.39% 0.55% -0.16% $38M
SHYF 0.00% 0.16% -0.16% $0
ODC 0.06% 0.21% -0.15% $6M
MLR 0.09% 0.24% -0.15% $9M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 2 $11M 0.1%
Large Cap 90 $1.5B 15.2%
Mid Cap 339 $5.1B 52.6%
Small Cap 314 $2.7B 28.0%
Micro Cap 74 $397M 4.1%

Portfolio Analytics

Avg Market Cap
$6.5B
Median Market Cap
$2.2B
Avg P/E
35.4
Median P/E
19.4
Avg Dividend Yield
0.01%
Avg Beta
1.09
# Stocks
813
# ETFs / Funds
6

Top Holdings (819 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 ACA 1.22% 1,267,091 $119M $93.71 $9M +4,652 +0.4%
2 MKSI 1.05% 827,127 $102M $123.77 $11M -87,984 -9.6%
3 JBTM 0.92% 640,253 $90M $140.45 $6M -54,931 -7.9%
4 CRUS 0.92% 713,999 $89M $125.29 $19M +34,839 +5.1%
5 ESAB 0.90% 785,506 $88M $111.74 $14M +169,958 +27.6%
6 AGO 0.90% 1,035,827 $88M $84.65 $3M +69,020 +7.1%
7 KWR 0.86% 633,886 $84M $131.75 $15M +19,788 +3.2%
8 DORM 0.79% 497,421 $78M $155.88 $17M +4,092 +0.8%
9 ESE 0.79% 363,372 $77M $211.11 $7M +1,630 +0.5%
10 SEIC 0.79% 903,583 $77M $84.85 -$34M -323,169 -26.3%
11 IGIC 0.75% 3,173,626 $74M $23.20 -$189K +100,464 +3.3%
12 UFPI 0.74% 768,374 $72M $93.49 -$6M -17,748 -2.3%
13 IESC 0.72% 176,428 $70M $397.65 $16M -5,824 -3.2%
14 AAP 0.71% 1,133,416 $70M $61.40 $8M -191,143 -14.4%
15 FSV 0.70% 360,143 $69M $190.49 $6M +2,710 +0.8%
16 ESI 0.69% 2,674,989 $67M $25.17 $6M -14,478 -0.5%
17 VMI 0.68% 171,503 $66M $387.73 $13M +8,416 +5.2%
18 ASO 0.68% 1,329,347 $66M $50.02 $9M +55,210 +4.3%
19 IBP 0.66% 262,333 $65M $246.66 -$2M -108,297 -29.2%
20 LFUS 0.64% 242,135 $63M $259.01 $9M +3,848 +1.6%
21 LCII 0.64% 672,004 $63M $93.15 $6M +53,405 +8.6%
22 CIGI 0.61% 380,880 $59M $156.21 $10M +1,664 +0.4%
23 NGVT 0.58% 1,032,099 $57M $55.19 $10M -67,260 -6.1%
24 SII 0.57% 664,114 $55M $83.11 $6M -54,743 -7.6%
25 NPO 0.56% 240,434 $54M $226.00 $7M -4,710 -1.9%
26 FORM 0.55% 1,468,733 $53M $36.42 -$3M -174,409 -10.6%
27 BRC 0.54% 674,248 $53M $78.03 $7M +6,922 +1.0%
28 KD 0.53% 1,730,416 $52M $30.03 -$9M +274,532 +18.9%
29 RBC 0.53% 132,319 $52M $390.29 $927K +520 +0.4%
30 KN 0.52% 2,168,950 $51M $23.31 $12M -44,638 -2.0%
31 VNT 0.52% 1,202,398 $50M $41.97 -$1M -201,900 -14.4%
32 KBR 0.51% 1,056,350 $50M $47.29 $15M +328,624 +45.2%
33 HCKT 0.50% 2,581,331 $49M $19.01 $4M +790,522 +44.1%
34 HCSG 0.49% 2,864,997 $48M $16.83 $3M -170,127 -5.6%
35 BKU 0.49% 1,249,611 $48M $38.16 $3M -11,594 -0.9%
36 APAM 0.49% 1,093,842 $47M $43.40 -$522K +11,169 +1.0%
37 CGNX 0.49% 1,047,369 $47M $45.30 $15M +18,044 +1.8%
38 IPAR 0.48% 480,994 $47M $98.38 -$7M +63,985 +15.3%
39 VVV 0.48% 1,302,052 $47M $35.91 -$1M +37,887 +3.0%
40 KAI 0.48% 156,651 $47M $297.58 $3M +17,747 +12.8%
41 KFY 0.47% 661,915 $46M $69.98 $8M +145,520 +28.2%
42 MMI 0.47% 1,562,118 $46M $29.35 -$11M -281,649 -15.3%
43 KLIC 0.47% 1,122,666 $46M $40.64 $4M -67,822 -5.7%
44 MHO 0.46% 310,161 $45M $144.44 $7M -28,214 -8.3%
45 LAZ 0.46% 845,137 $45M $52.78 $936K -65,037 -7.2%
46 AGI 0.46% 1,274,091 $44M $34.86 $5M -191,000 -13.0%
47 SSD 0.45% 260,628 $44M $167.46 $12M +58,002 +28.6%
48 SMP 0.45% 1,064,511 $43M $40.82 $3M -251,449 -19.1%
49 IMAX 0.44% 1,325,707 $43M $32.75 $6M -24,931 -1.9%
50 MLI 0.44% 424,224 $43M $101.11 $1M -100,517 -19.2%
51 CECO 0.43% 825,160 $42M $51.20 $14M -180,453 -17.9%
52 LNN 0.43% 297,870 $42M $140.56 -$4M -16,865 -5.4%
53 EVR 0.43% 123,333 $42M $337.32 $2M -22,752 -15.6%
54 MOD 0.42% 288,102 $41M $142.16 $14M +17,455 +6.5%
55 WD 0.42% 486,093 $41M $83.62 $10M +54,344 +12.6%
56 STRL 0.42% 119,446 $41M $339.68 $12M -6,299 -5.0%
57 CPRX 0.41% 2,034,965 $40M $19.70 $6M +452,103 +28.6%
58 LECO 0.41% 169,370 $40M $235.83 $4M -1,796 -1.1%
59 AAON 0.41% 426,604 $40M $93.44 $10M +18,895 +4.6%
60 ONTO 0.41% 307,476 $40M $129.22 $13M +46,178 +17.7%
61 LASR 0.40% 1,328,922 $39M $29.63 $2M -584,178 -30.5%
62 COHU 0.40% 1,910,497 $39M $20.33 $4M +85,662 +4.7%
63 PAR 0.39% 972,424 $38M $39.58 -$27M +32,621 +3.5%
64 IOSP 0.39% 492,614 $38M $77.16 -$15M -134,888 -21.5%
65 SBCF 0.39% 1,242,285 $38M $30.43 $2M -57,687 -4.4%
66 RS 0.39% 134,415 $38M $280.83 -$4M +1,467 +1.1%
67 TECH 0.38% 660,034 $37M $55.63 -$8M -210,853 -24.2%
68 VCTR 0.38% 566,062 $37M $64.76 $4M +60,432 +11.9%
69 MSM 0.37% 389,490 $36M $92.14 -$4M -76,200 -16.4%
70 DGII 0.37% 981,247 $36M $36.46 $107K -41,968 -4.1%
71 HAE 0.35% 701,242 $34M $48.74 -$61M -569,815 -44.8%
72 KTOS 0.35% 371,802 $34M $91.37 $8M -184,580 -33.2%
73 OBK 0.34% 950,616 $33M $34.52 -$3M -47,600 -4.8%
74 AMRC 0.33% 964,010 $32M $33.58 $27M +640,106 +197.6%
75 MORN 0.33% 139,376 $32M $232.01 -$8M +10,159 +7.9%
76 RLI 0.33% 495,329 $32M $65.22 $4M +100,843 +25.6%
77 NOMD 0.33% 2,451,806 $32M $13.15 $4M +765,690 +45.4%
78 VC 0.33% 264,714 $32M $119.86 $6M -15,891 -5.7%
79 HOMB 0.32% 1,113,518 $32M $28.30 -$507K -11,571 -1.0%
80 YETI 0.32% 949,461 $32M $33.18 $2M +11,690 +1.2%
81 PI 0.31% 169,799 $31M $180.75 $5M -59,403 -25.9%
82 SANM 0.31% 266,511 $31M $115.11 -$2M -69,450 -20.7%
83 SLGN 0.31% 708,905 $30M $43.01 $4M +223,797 +46.1%
84 UCTT 0.31% 1,107,416 $30M $27.25 $7M +73,872 +7.2%
85 BBWI 0.30% 1,155,179 $30M $25.76 $22M +902,781 +357.7%
86 HIFS 0.30% 112,773 $30M $263.78 $1M -2,500 -2.2%
87 VSEC 0.30% 177,890 $30M $166.24 $7M +8,543 +5.0%
88 TKR 0.30% 392,637 $30M $75.18 -$837K -25,776 -6.2%
89 BBSI 0.30% 661,998 $29M $44.32 $612K -27,077 -3.9%
90 ATMU 0.30% 650,072 $29M $45.09 $5M -22,948 -3.4%
91 OCFC 0.30% 1,662,653 $29M $17.57 $3M +191,383 +13.0%
92 NVMI 0.30% 91,048 $29M $319.66 $2M -9,220 -9.2%
93 TGNA 0.30% 1,424,585 $29M $20.33 -$27M -1,895,584 -57.1%
94 COHR 0.29% 265,054 $29M $107.72 $961K -44,225 -14.3%
95 NWPX 0.29% 537,188 $28M $52.93 $8M +35,768 +7.1%
96 RL 0.29% 90,497 $28M $313.56 $2M -4,337 -4.6%
97 LSTR 0.29% 230,765 $28M $122.56 -$4M -3,094 -1.3%
98 SENEA 0.29% 261,703 $28M $107.94 $40K -16,404 -5.9%
99 BELFB 0.29% 200,297 $28M $141.02 -$9M -182,155 -47.6%
100 CMC 0.29% 491,792 $28M $57.28 -$1M -114,695 -18.9%

New Positions

SymbolValue% Port
PENG $24M 0.24%
MTRN $12M 0.12%
MATX $10M 0.10%
TIC $9M 0.09%
ARW $9M 0.09%
VBR $9M 0.09%
TFX $9M 0.09%
TSEM $8M 0.08%
BCC $8M 0.08%
WGO $7M 0.07%
CWH $7M 0.07%
ZVRA $7M 0.07%
SIMO $6M 0.06%
TNDM $6M 0.06%
ESPR $6M 0.06%

Sold Out Positions

SymbolValue% Port
EVC —%
BFAM —%
CODI —%
ENVA —%
RYAM —%
HP —%
TRAK —%
TROX —%
HIMS —%
ZIP —%
ITGR —%
DAVA —%
GNW —%
ASPN —%
EVH —%
View SEC EDGAR Filings for ROYCE & ASSOCIATES LP →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

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