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ROYCE & ASSOCIATES LP

Q4 2025 · Filed 2026-02-09
Market Value
$9.6B
-1.7%
Holdings
803
-16
New Purchases
61
Added To
265
Closed
63
Reduced
353
Top 10 Concentration
9.7%
Turnover
15.4%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
JJSF 0.31% 0.00% +0.31% $30M
WDFC 0.34% 0.04% +0.30% $33M
CBZ 0.35% 0.07% +0.27% $33M
KWR 1.08% 0.86% +0.23% $104M
SAIA 0.25% 0.04% +0.21% $24M
ANDG 0.21% 0.00% +0.21% $20M
EXPO 0.47% 0.27% +0.21% $45M
ONTO 0.60% 0.41% +0.19% $58M
LCII 0.83% 0.64% +0.18% $79M
ACA 1.37% 1.22% +0.15% $131M
ESTA 0.27% 0.12% +0.15% $26M
EEFT 0.16% 0.01% +0.15% $15M
ESAB 1.05% 0.90% +0.15% $100M
LGN 0.15% 0.01% +0.14% $15M
BC 0.40% 0.26% +0.14% $38M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
STRL 0.10% 0.42% -0.31% $10M
HAE 0.06% 0.35% -0.29% $6M
MMI 0.19% 0.47% -0.28% $19M
KTOS 0.10% 0.35% -0.25% $10M
IBP 0.42% 0.66% -0.25% $40M
SANM 0.12% 0.31% -0.19% $12M
COHR 0.10% 0.29% -0.19% $10M
IWN 0.04% 0.23% -0.19% $4M
BBWI 0.12% 0.30% -0.18% $12M
TPH 0.02% 0.18% -0.16% $2M
DORM 0.64% 0.79% -0.15% $61M
MOD 0.27% 0.42% -0.15% $26M
IOSP 0.24% 0.39% -0.15% $23M
JBI 0.09% 0.23% -0.14% $9M
CRL 0.00% 0.14% -0.14% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 2 $11M 0.1%
Large Cap 80 $1.4B 14.3%
Mid Cap 345 $5.1B 53.3%
Small Cap 310 $2.7B 28.5%
Micro Cap 66 $352M 3.7%

Portfolio Analytics

Avg Market Cap
$6.3B
Median Market Cap
$2.2B
Avg P/E
35.9
Median P/E
19.6
Avg Dividend Yield
0.01%
Avg Beta
1.08
# Stocks
797
# ETFs / Funds
6

Top Holdings (803 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 ACA 1.37% 1,234,455 $131M $106.32 $13M -32,636 -2.6%
2 KWR 1.08% 755,740 $104M $137.31 $20M +121,854 +19.2%
3 JBTM 1.05% 668,588 $101M $150.67 $11M +28,335 +4.4%
4 ESAB 1.05% 898,009 $100M $111.72 $13M +112,503 +14.3%
5 MKSI 1.03% 616,605 $99M $159.80 -$4M -210,522 -25.4%
6 AGO 0.92% 983,385 $88M $89.87 $694K -52,442 -5.1%
7 LCII 0.83% 653,056 $79M $121.34 $17M -18,948 -2.8%
8 CRUS 0.83% 668,334 $79M $118.50 -$10M -45,665 -6.4%
9 IGIC 0.82% 3,151,198 $79M $25.09 $5M -22,428 -0.7%
10 SEIC 0.78% 906,339 $74M $82.02 -$2M +2,756 +0.3%
11 UFPI 0.77% 806,395 $73M $91.05 $2M +38,021 +5.0%
12 ESE 0.74% 362,706 $71M $195.39 -$6M -666 -0.2%
13 IESC 0.69% 171,343 $67M $389.02 -$4M -5,085 -2.9%
14 NGVT 0.69% 1,111,158 $66M $59.18 $9M +79,059 +7.7%
15 FORM 0.67% 1,157,891 $65M $55.78 $11M -310,842 -21.2%
16 VMI 0.65% 155,893 $63M $402.32 -$4M -15,610 -9.1%
17 DORM 0.64% 498,959 $61M $123.19 -$16M +1,538 +0.3%
18 SII 0.64% 623,344 $61M $97.95 $6M -40,770 -6.1%
19 RBC 0.62% 133,126 $60M $448.43 $8M +807 +0.6%
20 ESI 0.61% 2,358,076 $59M $24.99 -$8M -316,913 -11.8%
21 LFUS 0.61% 232,259 $59M $252.92 -$4M -9,876 -4.1%
22 KAI 0.61% 204,937 $58M $285.02 $12M +48,286 +30.8%
23 AAP 0.61% 1,478,633 $58M $39.30 -$11M +345,217 +30.5%
24 BRC 0.61% 740,635 $58M $78.37 $5M +66,387 +9.8%
25 FSV 0.60% 372,861 $58M $155.53 -$11M +12,718 +3.5%
26 IPAR 0.60% 683,201 $58M $84.83 $11M +202,207 +42.0%
27 ONTO 0.60% 365,735 $58M $157.86 $18M +58,259 +18.9%
28 ASO 0.60% 1,151,937 $58M $49.96 -$9M -177,410 -13.3%
29 CIGI 0.59% 383,228 $56M $147.01 -$3M +2,348 +0.6%
30 NPO 0.58% 258,577 $55M $214.13 $1M +18,143 +7.5%
31 HCKT 0.54% 2,642,287 $52M $19.63 $3M +60,956 +2.4%
32 KD 0.53% 1,917,036 $51M $26.56 -$1M +186,620 +10.8%
33 VVV 0.53% 1,733,739 $50M $29.06 $4M +431,687 +33.1%
34 BKU 0.51% 1,089,238 $49M $44.57 $862K -160,373 -12.8%
35 AGI 0.49% 1,224,091 $47M $38.61 $3M -50,000 -3.9%
36 SSD 0.49% 291,046 $47M $161.47 $3M +30,418 +11.7%
37 IMAX 0.49% 1,264,397 $47M $36.96 $3M -61,310 -4.6%
38 EXPO 0.47% 652,109 $45M $69.46 $19M +276,889 +73.8%
39 COHU 0.47% 1,918,424 $45M $23.27 $6M +7,927 +0.4%
40 CPRX 0.46% 1,910,767 $45M $23.34 $5M -124,198 -6.1%
41 CECO 0.46% 740,687 $44M $59.85 $2M -84,473 -10.2%
42 HCSG 0.46% 2,292,895 $44M $19.12 -$4M -572,102 -20.0%
43 LAZ 0.45% 896,328 $44M $48.56 -$1M +51,191 +6.1%
44 KBR 0.45% 1,080,201 $43M $40.20 -$7M +23,851 +2.3%
45 KLIC 0.45% 941,022 $43M $45.56 -$3M -181,644 -16.2%
46 APAM 0.44% 1,031,344 $42M $40.74 -$5M -62,498 -5.7%
47 KFY 0.44% 635,858 $42M $66.02 -$4M -26,057 -3.9%
48 MHO 0.44% 326,606 $42M $127.95 -$3M +16,445 +5.3%
49 VNT 0.43% 1,115,777 $41M $37.18 -$9M -86,621 -7.2%
50 LECO 0.43% 171,034 $41M $239.64 $1M +1,664 +1.0%
51 LSTR 0.43% 284,558 $41M $143.70 $13M +53,793 +23.3%
52 SMP 0.42% 1,101,199 $41M $36.85 -$3M +36,688 +3.5%
53 DGII 0.42% 926,699 $40M $43.29 $4M -54,548 -5.6%
54 IBP 0.42% 154,000 $40M $259.39 -$25M -108,333 -41.3%
55 TECH 0.42% 678,502 $40M $58.81 $3M +18,468 +2.8%
56 KN 0.41% 1,851,215 $40M $21.43 -$11M -317,735 -14.7%
57 RS 0.41% 134,979 $39M $288.87 $1M +564 +0.4%
58 BC 0.40% 513,978 $38M $74.24 $13M +115,833 +29.1%
59 CGNX 0.40% 1,057,659 $38M $35.98 -$9M +10,290 +1.0%
60 RLI 0.39% 586,402 $38M $63.98 $5M +91,073 +18.4%
61 MLI 0.38% 315,324 $36M $114.80 -$7M -108,900 -25.7%
62 VCTR 0.38% 570,523 $36M $63.09 -$664K +4,461 +0.8%
63 AAON 0.37% 467,496 $36M $76.25 -$4M +40,892 +9.6%
64 MSM 0.37% 420,750 $35M $84.10 -$503K +31,260 +8.0%
65 LASR 0.36% 924,383 $35M $37.51 -$5M -404,539 -30.4%
66 ATMU 0.36% 667,812 $35M $51.91 $5M +17,740 +2.7%
67 PAR 0.35% 937,255 $34M $36.28 -$4M -35,169 -3.6%
68 OBK 0.35% 898,938 $34M $37.61 $994K -51,678 -5.4%
69 CBZ 0.35% 659,140 $33M $50.45 $26M +524,438 +389.3%
70 WD 0.34% 545,558 $33M $60.15 -$8M +59,465 +12.2%
71 EVR 0.34% 95,948 $33M $340.25 -$9M -27,385 -22.2%
72 WDFC 0.34% 165,187 $33M $196.90 $29M +145,517 +739.8%
73 SBCF 0.33% 1,011,225 $32M $31.42 -$6M -231,060 -18.6%
74 NWPX 0.33% 507,306 $32M $62.49 $3M -29,882 -5.6%
75 BBSI 0.33% 870,863 $32M $36.21 $2M +208,865 +31.6%
76 AMRC 0.33% 1,066,792 $31M $29.29 -$1M +102,782 +10.7%
77 CMC 0.32% 449,932 $31M $69.22 $3M -41,860 -8.5%
78 NOMD 0.32% 2,484,858 $31M $12.51 -$1M +33,052 +1.4%
79 MORN 0.32% 143,011 $31M $217.31 -$1M +3,635 +2.6%
80 LNN 0.32% 261,527 $31M $117.87 -$11M -36,343 -12.2%
81 NSP 0.32% 792,834 $31M $38.72 $5M +265,041 +50.2%
82 SLGN 0.32% 755,611 $31M $40.37 $14K +46,706 +6.6%
83 HIFS 0.32% 107,030 $30M $283.96 $645K -5,743 -5.1%
84 GHM 0.32% 472,207 $30M $64.23 $5M +12,509 +2.7%
85 JJSF 0.31% 327,501 $30M $90.37 +327,501 NEW
86 TMDX 0.31% 243,149 $30M $121.65 $2M
87 PI 0.30% 167,882 $29M $174.01 -$1M -1,917 -1.1%
88 PACS 0.30% 746,234 $29M $38.39 $3M -1,112,836 -59.9%
89 ATRO 0.29% 520,597 $28M $54.24 $653K -84,180 -13.9%
90 VC 0.29% 295,611 $28M $95.10 -$4M +30,897 +11.7%
91 HOMB 0.29% 1,008,765 $28M $27.78 -$3M -104,753 -9.4%
92 TKR 0.29% 331,004 $28M $84.13 -$2M -61,633 -15.7%
93 UCTT 0.29% 1,098,693 $28M $25.33 -$2M -8,723 -0.8%
94 APG 0.29% 726,829 $28M $38.26 $3M
95 TGNA 0.29% 1,432,316 $28M $19.41 -$1M +7,731 +0.5%
96 DFIN 0.29% 590,136 $28M $46.69 $5M +156,059 +36.0%
97 MBIN 0.29% 808,314 $28M $34.06 $116K -53,805 -6.2%
98 RL 0.29% 77,843 $28M $353.61 -$850K -12,654 -14.0%
99 NVMI 0.29% 83,480 $27M $328.39 -$2M -7,568 -8.3%
100 SENEA 0.28% 246,769 $27M $110.63 -$948K -14,934 -5.7%

New Positions

SymbolValue% Port
JJSF $30M 0.31%
ANDG $20M 0.21%
THRM $12M 0.13%
CBLL $12M 0.12%
EPAM $11M 0.12%
ANF $10M 0.10%
SPSM $10M 0.10%
MMS $10M 0.10%
LOB $8M 0.09%
RH $8M 0.09%
MIAX $8M 0.08%
KINS $8M 0.08%
ALI1.DE $7M 0.08%
BYD $6M 0.07%
GDYN $6M 0.06%

Sold Out Positions

SymbolValue% Port
CCS —%
GPC —%
BANC —%
CSL —%
SPXC —%
WAL —%
CBT —%
UL —%
TRN —%
PAAS —%
ATKR —%
CRL —%
BZH —%
CYH —%
UIS —%
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