Chuck Royce's top holdings (April 2025) include J2 Global Inc. (JCOM), a provider of internet services.

Chuck Royce is a well-known figure in the investment world and serves as the Chairman and Portfolio Manager of Royce Investment Partners. The firm specializes in small-cap investing, seeking undervalued companies with long-term potential. His investment strategy focuses on identifying financially sound businesses in this segment.

J2 Global Inc. (JCOM)

J2 Global Inc. offers internet information and services through its cloud services and digital media segments. The company provides cloud-based business communications, marketing, and productivity solutions. J2 Global has a market capitalization of $6.75B, and the position is currently valued at $182.59M in Chuck Royce's portfolio. The company's discounted cash flow analysis suggests a value of $148.16 per share.

Here's an overview of Chuck Royce's trades in J2 Global Inc.:

Air Lease Corp (AL)

Air Lease Corporation is a leading aircraft leasing company. They purchase new commercial aircraft and lease them to airlines worldwide. The company's market cap stands at $5.39B, while the current value of Chuck Royce's holding is $119.06M. Analysts have set a price target of $50.0 for Air Lease Corp. A discounted cash flow calculation returns 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 investment processing, investment management, and investment operations solutions. The company serves corporations, financial institutions, financial advisors, and ultra-high-net-worth families. SEI Investments Co. has a market capitalization of $9.79B. This holding in Chuck Royce's portfolio is currently worth $104.89M. The company's discounted cash flow analysis suggests a value of $84.32 per share, while the analyst price target is $99.0.

Here's an overview of Chuck Royce's trades in SEI Investments Co.:

Arcosa Inc (ACA)

Arcosa Inc. is a manufacturer of infrastructure-related products and services. They serve the construction, energy, and transportation industries. Arcosa Inc has a market capitalization of $3.9B and Chuck Royce's position in Arcosa is currently valued at $96.87M. The discounted cash flow value is calculated as $82.53.

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

Enovis Corp (ENOV)

Enovis Corp is a medical technology company specializing in orthopedic solutions. They develop, manufacture, and distribute a broad range of products used by physicians and patients. The company has a market cap of $2.27B and Royce's position is currently valued at $91.86M. The company's discounted cash flow calculation shows a value of $-0.51.

Here's an overview of Chuck Royce's trades in Enovis Corp: