Chuck Royce's top holdings (June 2026) include Arcosa Inc (ACA), a provider of infrastructure-related products and solutions for the construction, energy, and transportation markets.

Chuck Royce serves as the founder and chairman of Royce Investment Partners. Based in New York, his professional work centers on managing small-cap equity investments through a value-oriented framework.

Arcosa Inc (ACA)

Arcosa Inc focuses on the production of infrastructure-related equipment and services, operating through specialized segments such as Construction Products and Engineered Structures. The company provides materials and components used in the building of bridges, power transmission lines, and water transportation systems. The company's market cap stands at $6.22B, while the current value of Chuck Royce's holding is $158.73M. Analysts have set a price target of $140.0 for Arcosa Inc, and its discounted cash flow value is $48.58 per share.

Here's an overview of Chuck Royce's trades in Arcosa Inc:

MKS Instruments, Inc. (MKSI)

MKS Instruments, Inc. provides instruments, subsystems, and process control solutions used in advanced manufacturing. Its portfolio serves key markets including semiconductor production, industrial technologies, and life sciences. MKS Instruments, Inc. has a market capitalization of $21.9B, with Chuck Royce's position currently valued at $130.89M. A price target of $333.45 has been established by analysts, and the company's discounted cash flow analysis suggests a value of $26.62 per share.

Here's an overview of Chuck Royce's trades in MKS Instruments, Inc.:

Quaker Chemical Corp. (KWR)

Quaker Chemical Corp., known commercially as Quaker Houghton, is a developer and manufacturer of industrial process fluids. The company provides chemical specialties used in heavy industries such as steel, aluminum, mining, and aerospace. This holding in Chuck Royce's portfolio is currently worth $118.25M, while the company's total market cap is $2.49B. Analysts have assigned a price target of $171.5 to the stock, and its discounted cash flow value is recorded at $262.53.

Here's an overview of Chuck Royce's trades in Quaker Chemical Corp.:

Cohu, Inc. (COHU)

Cohu, Inc. specializes in semiconductor test and handling equipment used by microelectronics manufacturers. The firm provides thermal management and inspection solutions designed to ensure the quality of integrated circuits and sensors. The current value of Chuck Royce's position in Cohu, Inc. is $106.96M, and the company carries a market cap of $2.49B. For Cohu, Inc., analysts have set a price target of $51.0, and the discounted cash flow analysis indicates a value of $1.8.

Here's an overview of Chuck Royce's trades in Cohu, Inc.:

Littelfuse, Inc. (LFUS)

Littelfuse, Inc. operates as a global manufacturer of circuit protection products, power control systems, and sensors. Its components are utilized across the automotive, industrial, and electronics sectors to manage electrical energy and protect hardware. The company’s market cap is currently $11.81B, and the current value of Chuck Royce's position is $101.23M. The discounted cash flow for Littelfuse, Inc. is calculated at $182.8 per share, alongside an analyst price target of $475.0.

Here's an overview of Chuck Royce's trades in Littelfuse, Inc.: