Royce & Associates Top Picks: Thor Industries Inc. (THO), Reliance Steel & Aluminum (RS) & More

Chuck Royce’s Royce & Associates, in the latest 13F, revealed its equity portfolio held at the end of the fourth quarter of 2013. The fund disclosed an equity portfolio worth $34.90 billion, up from $33.62 billion held at the end of September 2013.

Chuck Royce

In this piece, we will take a quick look of the top five holdings in which the fund holds the largest long positions in terms of value. The first one is Thor Industries Inc. (NYSE:THO), in which the fund holds 7.52 million shares, worth $415.67 million. Thor Industries Inc. (NYSE:THO) is a manufacturer and seller of a range of recreation vehicles and small and mid-size buses in the United States and Canada.

The next is Reliance Steel & Aluminum (NYSE:RS), in which the fund disclosed a $405.14 million stake, which amasses 5.34 million shares. U.S.-based Reliance Steel & Aluminum (NYSE:RS) is the largest metals service center company in North America. The company provides value-added metals processing services and distributes a full line of over 100,000 metal products to more than 125,000 customers in a broad range of industries.

The third position is held by The Buckle Inc. (NYSE:BKE), in which Royce & Associates revealed holding 7.66 million shares, worth $402.61 million. The Buckle Inc. (NYSE:BKE) is a retailer of medium to better–priced casual apparel, footwear, and accessories for fashion–conscious young men and women.

In Unit Corporation (NYSE:UNT), the fund disclosed a $356.76 million stake, which amasses 6.91 million shares. Unit Corporation (NYSE:UNT) is engaged through its subsidiaries in oil and natural gas exploration, production, contract drilling and natural gas gathering and processing. In January, the company announced its operating segment capital expenditures budget of $928 million for 2014, a 26% increase over estimated 2013 capital expenditures.

Federated Investors Inc. (NYSE:FII) is the fifth holding in which the fund holds 12.34 million shares, with a reported value of $355.40 million. Federated Investors Inc. (NYSE:FII) provides investment management products and related financial services.

Disclosure: none

Recommended Reading:

Peter Schliemann’s Rutabaga Capital Recent Moves Includes Mktg, Inc. (CMKG), Douglas Dynamics Inc (PLOW) & Others

Oaktree Capital’s Latest Moves: Newpage Holdings, Capital Product Partners LP (CPLP), & Masonite International Corp. (DOOR)

Global Payments Inc (GPN), Total System Services, Inc. (TSS) Among Value Holdings’ Largest Picks

Comments
Insider Monkey Small Cap Strategy
Insider Monkey Small Cap Strategy

Insider Monkey beat the market by 52 percentage points in 24 months. Our beta is only 1.2 (don't click this link if beating the market isn't important to you).

Lists

Most Awesome Hip Hop Documentaries

Foods That Stain Your Teeth

Richest Doctors in the World

The Best Movie Sountracks Ever

The Highest Grossing Musicals on Broadway

The Most Successful Reality TV Stars

Cheapest Cities to Visit in the US

Most Expensive Summer Camps

Most Expensive Animals in the World

Most Expensive Specialty Crops in the World

Movies That Took Ages to Make

The Longest Hollywood Films Ever Made

Most Expensive Concert Stages

The Richest Bands of all Time

10 Most Corrupt Countries 2013 List

10 Countries with the Highest Quality of Life Index

Most Expensive Mattresses in the World

5 Smallest Countries by Land Area

The Ultimate Heartbreak Songs

Richest Teenagers in the World

10 Most Haunted Places in America

10 Best Places to Retire in Florida East Coast

Top 10 Places to See Before You Die

Top 8 Countries in the World Where Justice Prevails

10 Richest States in America

15 Wealthiest Countries in the World

Richest Singers in the World

Most Expensive Tasting Menu in New York City

Most Expensive Baby Items in the World

Most Expensive Hotel Suites in Vegas

Most Expensive Brunch in New York City

Most Expensive Beef Cuts in the World

25 Best Colleges to Get a Job

Top 10 US Supermarkets

The 25 Most Dangerous Cities in the World to Visit

Most Expensive Xbox Games

Top 11 Cities Where Billionaires Live

Top 10 Most Charitable Companies in America

Most Expensive Seafood in the World

The 10 Wildest Conspiracy Theories

The 10 Best Job Markets in the US

Top 10 Accounting Scandals of All Time

The 25 Biggest Cities in the World

Top 10 Best Paying Virtual Jobs

Most Expensive Leather Shoes in the World

Top 6 Things to Buy in March

The 10 Most Stressful Jobs in America – 2014 List

Top 10 Jobs for Introverted People

Top 10 Honeymoon Destinations in the World

Top 10 Highest Paying Jobs in the World

Subscribe

Enter your email:

Delivered by FeedBurner

X

Thanks! An email with instructions is sent to !

Your email already exists in our database. Click here to go to your subscriptions

Insider Monkey returned 47.6% in its first year! Wondering How?

Download a complete edition of our newsletter for free!