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Holdings (Monthly) Guide ↗

Royce Small-Cap Special Equity Fund

· Royce Fund
Monthly Holdings $479M AUM 9 positions Period Jun 2026 Filed Aug 11, 2026 EDGAR ↗ ← All Funds
All 15 Added 9 Reduced 1 Exited · Jun 2026 vs Mar 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 Movado Group Inc 624580106 Mar 2026 722,500 -272,500 $28.4M +16.9% 5.93% EC
2 Macy's Inc 55616P104 Mar 2026 920,000 -195,000 $21.7M +7.4% 4.53% EC
3 Mueller Industries Inc 624756102 Mar 2026 109,000 -40,000 $13.4M -18.8% 2.80% EC
4 John B Sanfilippo & Son Inc 800422107 Mar 2026 122,000 -57,000 $10.5M -26.1% 2.19% EC
5 NVE Corp 629445206 Mar 2026 80,000 -147,500 $8.4M -43.9% 1.75% EC
6 Oil-Dri Corp of America 677864100 Mar 2026 40,000 -72,000 $4.1M -43.9% 0.85% EC
7 Vishay Intertechnology Inc 928298108 Mar 2026 30,000 -980,000 $1.6M -91.1% 0.34% EC
8 United States Lime & Minerals Inc 911922102 Mar 2026 6,000 -2,500 $628K -43.4% 0.13% EC
9 Marcus & Millichap Inc 566324109 Mar 2026 6,000 -35,000 $187K -82.8% 0.04% EC