Chuck Royce's top holdings (August 2025) include Air Lease Corp (AL), a company focused on acquiring and leasing commercial aircraft to airlines worldwide.

Chuck Royce is the founder and portfolio manager of Royce & Associates, an investment firm recognized for its approach to small-cap equity investing. As a pioneer in the small-cap space, Royce's investment philosophy typically centers on identifying companies with strong fundamentals.

Air Lease Corp (AL)

Air Lease Corp is a leading aircraft leasing company that specializes in purchasing new commercial aircraft from manufacturers like Boeing and Airbus, and then leasing them to airlines globally. The company's business model revolves around managing a diverse portfolio of modern aircraft. This holding in Chuck Royce's portfolio is currently worth $114.58 million. The company has a market capitalization of $6.49 billion, and its discounted cash flow analysis indicates a value of $60.07 per share.
Here's an overview of Chuck Royce's trades in Air Lease Corp:

SEI Investments Co. (SEIC)

SEI Investments Co. is a global provider of technology-driven wealth management and investment processing solutions. It serves financial advisors, institutional investors, and independent wealth management organizations with a suite of services from asset management to fund administration. The current value of Chuck Royce's position in SEIC is $112.81 million. With a market cap of $11.2 billion, analysts have set a price target of $92.0 for SEI Investments Co., while its discounted cash flow suggests a value of $85.63 per share.
Here's an overview of Chuck Royce's trades in SEI Investments Co.:

Arcosa Inc (ACA)

Arcosa Inc. manufactures and sells infrastructure-related products and solutions. The company operates across three segments: construction products, engineered structures, and utility structures, serving industries like construction, energy, and transportation. Arcosa has a market capitalization of $4.45 billion, with Chuck Royce's position currently valued at $107.7 million. A discounted cash flow analysis for the company indicates a value of $62.46 per share.
Here's an overview of Chuck Royce's trades in Arcosa Inc:

Haemonetics Corp. (HAE)

Haemonetics Corp. is a global healthcare company that develops and manufactures innovative blood management solutions for hospitals and blood banks. Its product portfolio includes devices for plasma collection, blood component processing, and patient blood management. The company's market cap stands at $3.61 billion, while Chuck Royce's holding in Haemonetics Corp. is currently worth $85.98 million. The company's discounted cash flow analysis suggests a value of $169.08 per share.
Here's an overview of Chuck Royce's trades in Haemonetics Corp.:

John Bean Technologies Corp (JBT)

John Bean Technologies Corp (JBT) is a leading global technology solutions provider to the food and beverage industry and the air transportation sector. The company designs, manufactures, and services complex equipment and systems used in processing and air transportation. The position is currently valued at $84.84 million in Chuck Royce's portfolio. John Bean Technologies Corp has a market capitalization of $3.99 billion, with its discounted cash flow analysis pointing to a value of $38.81 per share.
Here's an overview of Chuck Royce's trades in John Bean Technologies Corp: