Chuck Royce Portfolio, Performance and Net Worth: Top 5 Stocks

In this piece, we will take a look at millionaire Chuck Royce’s investment portfolio’s top five stocks. If you want to learn about his background, his firm, and more stocks, then take a look at Chuck Royce Portfolio, Performance and Net Worth.

5. Quaker Chemical Corporation (NYSE:KWR)

Royce & Associates’ Q1 2023 Investment: $86 million 

Quaker Chemical Corporation (NYSE:KWR) provides chemicals for industrial use. It has posted strong share price gains this year, with the stock up by more than 20 percent year to date. Chuck Royce’s Royce & Associates owns 436,649 shares in the company, allowing it to hold an $86 million stake.

Along with Royce & Associates, 11 of the 943 hedge funds part of Insider Monkey’s database had owned Quaker Chemical Corporation (NYSE:KWR)’s shares as of March 2023. The firm’s largest hedge fund investor is Henry Ellenbogen’s Durable Capital Partners with a $246 million investment.

4. Arcosa, Inc. (NYSE:ACA)

Royce & Associates’ Q1 2023 Investment: $92 million 

Arcosa, Inc. (NYSE:ACA) is an engineering company headquartered in Dallas, Texas. It has been one of the best performing stocks this year, having gained more than 42% on the market.

By the end of this year’s first quarter, 22 of the 943 hedge funds profiled by Insider Monkey had held a stake in the firm. Out of these, Arcosa, Inc. (NYSE:ACA)’s largest shareholder is Chuck Royce’s Royce & Associates with a $92.9 million investment.

3. Air Lease Corporation (NYSE:AL)

Royce & Associates’ Q1 2023 Investment: $96 million 

Air Lease Corporation (NYSE:AL), as the name suggests, is an aircraft leasing company. The firm has more than four hundred aircraft in its fleet. Despite returning a relatively muted 8.9% on the stock market this year, Air Lease Corporation (NYSE:AL)’s shares are rated a Strong Buy.

Insider Monkey dug through 943 hedge funds for their Q1 2023 investment portfolios to find out that 21 had owned Air Lease Corporation (NYSE:AL)’s shares. Out of these, Mr. Royce’s investment firm is the largest investor, since it has a stake worth $96.7 million.

2. Kennedy-Wilson Holdings, Inc. (NYSE:KW)

Royce & Associates’ Q1 2023 Investment: $96 million 

Kennedy-Wilson Holdings, Inc. (NYSE:KW) is a real estate company that invests in both residential and commercial properties. Its shares are rated Hold on average, and Royce & Associates had invested $96.9 million in the company as of March 2023.

During the same time period, 12 out of the 943 hedge funds part of Insider Monkey’s database had also invested in Kennedy-Wilson Holdings, Inc. (NYSE:KW). Out of these, Prem Watsa’s Fairfax Financial Holdings is the largest shareholder through a massive $220 million investment.

1. Ziff Davis, Inc. (NASDAQ:ZD)

Royce & Associates’ Q1 2023 Investment: $97.8 million 

Ziff Davis, Inc. (NASDAQ:ZD) is a media company that owns some of the most popular websites in America such as PCMag, Mashable, and IGN. It is another stock that has not done well on the market this year, since the shares are down by more than 6%.

By Q1 2023 end, Chuck Royce’s Royce & Associates had owned 1.2 million Ziff Davis, Inc. (NASDAQ:ZD) shares that were worth $97.8 million. Along with him, 17 of the 943 hedge funds part of Insider Monkey’s database had also invested in the company. Out of these, the largest shareholder is Amy Minella’s Cardinal Capital since it has a stake worth $105 million.

Disclosure: None. You can also take a look at 11 Best CBD Stocks To Buy Now and 10 Stocks Insiders and Billionaires Are Crazy About.

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