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Chuck Royce’s cannibal stocks

Royce & Associates · 13F for Q2 2026

42cannibals held
$1.2Bin these positions
Q2 2026latest 13F filing
$112.5M824,216 shares

Dorman Products retired 2.9% of its shares in twelve months, so this stake grew 3.0% without buying a share.

Shares held, 8 quarters
Q3 2024Q2 2026
$92.2M1,931,621 shares

Element Solutions has retired 15.4% of its shares since its peak.

Shares held, 8 quarters
Q3 2024Q2 2026
$84.9M1,060,397 shares

Assured Guaranty retired 4.6% of its shares in twelve months, so this stake grew 4.8% without buying a share.

Shares held, 8 quarters
Q3 2024Q2 2026

Exponent

EXPOAdded
$77.7M1,323,097 shares

Exponent retired 4.7% of its shares in twelve months, so this stake grew 4.9% without buying a share.

Shares held, 8 quarters
Q3 2024Q2 2026

Valvoline

VVVAdded
$75.7M1,913,257 shares

Valvoline has retired 37.8% of its shares since its peak.

Shares held, 8 quarters
Q3 2024Q2 2026

Ingevity

NGVTAdded
$70.2M940,417 shares

Ingevity retired 4.4% of its shares in twelve months, so this stake grew 4.6% without buying a share.

Shares held, 8 quarters
Q3 2024Q2 2026
$63.3M109,656 shares

Valmont Industries retired 2.0% of its shares in twelve months, so this stake grew 2.0% without buying a share.

Shares held, 8 quarters
Q3 2024Q2 2026
$51.1M1,084,620 shares

Academy Sports retired 7.7% of its shares in twelve months, so this stake grew 8.3% without buying a share.

Shares held, 8 quarters
Q3 2024Q2 2026

Brunswick

BCReduced
$49.0M581,562 shares

Brunswick retired 0.4% of its shares in twelve months, so this stake grew 0.4% without buying a share.

Shares held, 8 quarters
Q3 2024Q2 2026

Reliance

RSReduced
$46.2M123,536 shares

Reliance retired 2.4% of its shares in twelve months, so this stake grew 2.4% without buying a share.

Shares held, 8 quarters
Q3 2024Q2 2026

H&R Block

HRBAdded
$40.5M1,063,355 shares

H&R Block retired 2.5% of its shares in twelve months, so this stake grew 2.6% without buying a share.

Shares held, 8 quarters
Q3 2024Q2 2026

Woodward

WWDAdded
$28.5M67,099 shares

Woodward retired 1.4% of its shares in twelve months, so this stake grew 1.4% without buying a share.

Shares held, 8 quarters
Q3 2024Q2 2026

Innoviva

INVAAdded
$26.6M1,172,690 shares

Innoviva retired 3.4% of its shares in twelve months, so this stake grew 3.5% without buying a share.

Shares held, 8 quarters
Q3 2024Q2 2026

Macy's

MReduced
$25.9M1,100,000 shares

Macy's retired 1.8% of its shares in twelve months, so this stake grew 1.8% without buying a share.

Shares held, 8 quarters
Q3 2024Q2 2026
$24.1M1,043,216 shares

Bath & Body Works retired 1.5% of its shares in twelve months, so this stake grew 1.5% without buying a share.

Shares held, 8 quarters
Q3 2024Q2 2026
$24.0M111,533 shares

Pool Corporation retired 2.4% of its shares in twelve months, so this stake grew 2.5% without buying a share.

Shares held, 8 quarters
Q3 2024Q2 2026

Sandridge Energy

SDAdded
$19.2M1,400,567 shares

Tracked by the Radar, not on the leaderboard yet.

Shares held, 8 quarters
Q3 2024Q2 2026

Robert Half

RHIAdded
$19.0M619,320 shares

Robert Half has retired 42.2% of its shares since its peak.

Shares held, 8 quarters
Q3 2024Q2 2026

Ipg Photonics

IPGPAdded
$18.9M160,853 shares

Ipg Photonics has retired 21.3% of its shares since its peak.

Shares held, 8 quarters
Q3 2024Q2 2026
$17.7M205,025 shares

Signet Jewelers retired 5.8% of its shares in twelve months, so this stake grew 6.2% without buying a share.

Shares held, 8 quarters
Q3 2024Q2 2026

Federated Hermes

FHIUnchanged
$16.8M304,719 shares

Federated Hermes retired 3.7% of its shares in twelve months, so this stake grew 3.9% without buying a share.

Shares held, 8 quarters
Q3 2024Q2 2026
$14.5M62,914 shares

Factset Research Systems retired 5.0% of its shares in twelve months, so this stake grew 5.3% without buying a share.

Shares held, 8 quarters
Q3 2024Q2 2026
$14.4M159,962 shares

Abercrombie & Fitch retired 9.8% of its shares in twelve months, so this stake grew 10.9% without buying a share.

Shares held, 8 quarters
Q3 2024Q2 2026
$14.3M182,151 shares

Louisiana-Pacific has retired 51.8% of its shares since its peak.

Shares held, 8 quarters
Q3 2024Q2 2026

Citi Trends

CTRNUnchanged
$14.1M244,328 shares

Citi Trends retired 0.1% of its shares in twelve months, so this stake grew 0.1% without buying a share.

Shares held, 8 quarters
Q3 2024Q2 2026
$14.1M6,781 shares

White Mountains retired 6.5% of its shares in twelve months, so this stake grew 7.0% without buying a share.

Shares held, 8 quarters
Q3 2024Q2 2026

Dillard's

DDSAdded
$12.7M24,120 shares

Dillard's has retired 85.4% of its shares since its peak.

Shares held, 8 quarters
Q3 2024Q2 2026
$11.2M70,023 shares

Armstrong World Industries retired 2.0% of its shares in twelve months, so this stake grew 2.0% without buying a share.

Shares held, 8 quarters
Q3 2024Q2 2026

Lear

LEAReduced
$11.0M82,386 shares

Lear retired 4.9% of its shares in twelve months, so this stake grew 5.2% without buying a share.

Shares held, 8 quarters
Q3 2024Q2 2026

PulteGroup

PHMAdded
$10.1M73,703 shares

PulteGroup retired 3.8% of its shares in twelve months, so this stake grew 4.0% without buying a share.

Shares held, 8 quarters
Q3 2024Q2 2026
$9.9M49,013 shares

Asbury Automotive Group retired 7.7% of its shares in twelve months, so this stake grew 8.3% without buying a share.

Shares held, 8 quarters
Q3 2024Q2 2026
$7.7M51,645 shares

Universal Health Services retired 5.7% of its shares in twelve months, so this stake grew 6.0% without buying a share.

Shares held, 8 quarters
Q3 2024Q2 2026

Capri

CPRIAdded
$7.1M383,650 shares

Capri retired 4.6% of its shares in twelve months, so this stake grew 4.8% without buying a share.

Shares held, 8 quarters
Q3 2024Q2 2026

Flex

FLEXReduced
$5.5M33,761 shares

Flex retired 0.1% of its shares in twelve months, so this stake grew 0.1% without buying a share.

Shares held, 8 quarters
Q3 2024Q2 2026
$4.5M41,812 shares

Bread Financial retired 15.9% of its shares in twelve months, so this stake grew 18.9% without buying a share.

Shares held, 8 quarters
Q3 2024Q2 2026

Warrior Met Coal

HCCNew
$3.7M46,072 shares

Tracked by the Radar, not on the leaderboard yet.

Shares held, 8 quarters
Q3 2024Q2 2026

Radian Group

RDNAdded
$3.5M93,191 shares

Radian Group retired 2.4% of its shares in twelve months, so this stake grew 2.4% without buying a share.

Shares held, 8 quarters
Q3 2024Q2 2026
$3.4M439,002 shares

Western Union retired 1.9% of its shares in twelve months, so this stake grew 1.9% without buying a share.

Shares held, 8 quarters
Q3 2024Q2 2026

Ziff Davis

ZDAdded
$2.6M48,937 shares

Ziff Davis retired 13.2% of its shares in twelve months, so this stake grew 15.2% without buying a share.

Shares held, 8 quarters
Q3 2024Q2 2026

Covista

CVSAAdded
$2.4M19,066 shares

Covista retired 6.3% of its shares in twelve months, so this stake grew 6.7% without buying a share.

Shares held, 8 quarters
Q3 2024Q2 2026
$2.4M29,642 shares

Green Brick Partners retired 1.3% of its shares in twelve months, so this stake grew 1.3% without buying a share.

Shares held, 8 quarters
Q3 2024Q2 2026

TripAdvisor

TRIPAdded
$2.1M154,205 shares

TripAdvisor has retired 12.2% of its shares since its peak.

Shares held, 8 quarters
Q3 2024Q2 2026

Values as reported in the 13F at quarter end. See the Q2 2026 filing on EDGAR.

Questions

Which cannibal stocks does Chuck Royce own?

In the Q2 2026 13F, Royce & Associates held DORM, ESI, AGO, EXPO, VVV, NGVT, VMI, ASO, BC, RS, HRB, WWD, INVA, M, BBWI, POOL, SD, RHI, IPGP, SIG, FHI, FDS, ANF, LPX, CTRN, WTM, DDS, AWI, LEA, PHM, ABG, UHS, CPRI, FLEX, BFH, HCC, RDN, WU, ZD, CVSA, GRBK, TRIP. 40 of them are on the Buyback Radar leaderboard.

Where does this data come from?

From Royce & Associates's 13F filings with the SEC, the last eight quarters, amendments applied, options excluded. A 13F shows US-listed stock positions at quarter end and is filed up to 45 days later, so it is a record, not a live portfolio.

How do buybacks help Chuck Royce?

Bread Financial retired 15.9% of its shares in the last twelve months. That alone made every remaining share, including Chuck Royce's 41,812, 18.9% bigger as a slice of the company, without buying anything.

Chuck Royce’s moves in companies like these are covered on Cannibal Stocks.

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