
	Robert Bruce 13F
	Bruce & Co.

	Last update 2024-11-14	39 Stocks (1 new)
	Value $342.00 Mil	Turnover 5 %
	Countries: Top Holdings: UHAL.B(10.68%)ABBV(8.46%)NEE(8.24%)ALL(7.23%)MRK(7.12%) Portfolio Report

Robert Bruce Profile

Robert Bruce is the founder of Bruce & Co, the investment firm that serves as the advisor to the Bruce Fund (BRUFX). The Bruce Fund is run by Robert Bruce and his son, Robert Jeffrey Bruce. The Fund focuses primarily on common stock investments, though it also invests in high-yield and distressed debt. It may invest in some long-term U.S. government securities if the managers cannot find attractive opportunities elsewhere.

Robert Bruce Investing Philosophy

The Fund invests mostly in small- and mid-cap stocks, with the occasional large-cap, as well as convertible and distressed bonds. The Bruces tend to hold their stocks for the long-term, generally preferring the securities of distressed companies that are trading at a significant discount but which they believe can make a turnaround.

Robert Bruce's Portfolio

Robert Bruce Current Holdings

Ticker
Ticker
AER
ADM
BG
DAR
FATE
MNKD
NEM
IGMS
IIIN
OGN
ABT
PFE
MASS
RLI
SUPN
VTRS
VICR
WEC
SIRI
LVTX

Ticker	Company	Shares	Value ($1000)	Shares Change %	Weighting %	Trade Impact %	% of Shares outstanding	3M Change %	YTD Change %	Market Cap $Mil	Industry
Ticker	Company	Shares	Value ($1000)	Shares Change %	Weighting %	Trade Impact %	% of Shares outstanding	3M Change %	YTD Change %	Market Cap $Mil	Industry
AER	AerCap Holdings NV	80,000	7577.6	New Holding	2.21	+2.21%	0.04	+5.13%	+34.41%	18800.447	Business Services
ADM	Archer-Daniels Midland Co	100,000	5974	+100.00%	1.75	+0.88%	0.02	-9.37%	-22.00%	26017.867	Consumer Packaged Goods
BG	Bunge Global SA	80,000	7731.2	+60.00%	2.26	+0.85%	0.06	-10.70%	-9.37%	12414.246	Consumer Packaged Goods
DAR	Darling Ingredients Inc	201,000	7469.16	+34.00%	2.18	+0.55%	0.13	-2.27%	-18.70%	6444.635	Consumer Packaged Goods
FATE	Fate Therapeutics Inc	350,000	1225	+16.67%	0.36	+0.05%	0.31	-11.70%	-15.24%	361.045	Biotechnology
MNKD	MannKind Corp	195,073	1220.72	0%	0.36	0%	0.07	+22.86%	+81.59%	1822.891	Biotechnology
NEM	Newmont Corp	100,000	5345	0%	1.56	0%	0.01	-19.36%	+4.10%	47860.458	Metals & Mining
IGMS	IGM Biosciences Inc	100,000	1654	0%	0.48	0%	0.17	+1.96%	+25.51%	620.211	Biotechnology
IIIN	Insteel Industries Inc	343,423	10677.02	0%	3.12	0%	1.77	-10.26%	-20.62%	589.595	Industrial Products
OGN	Organon & Co	31,370	600.11	0%	0.18	0%	0.01	-27.43%	+17.72%	4115.471	Drug Manufacturers
ABT	Abbott Laboratories	152,300	17363.72	0%	5.08	0%	0.01	+5.67%	+10.22%	206313.534	Medical Devices & Instruments
PFE	Pfizer Inc	276,400	7999.02	0%	2.34	0%	0	-8.98%	-4.80%	146378.353	Drug Manufacturers
MASS	908 Devices Inc	68,286	236.95	0%	0.07	0%	0.2	-35.31%	-76.65%	91.236	Medical Devices & Instruments
RLI	RLI Corp	22,400	3471.55	0%	1.01	0%	0.05	+19.34%	+36.18%	8258.861	Insurance
SUPN	Supernus Pharmaceuticals Inc	82,105	2560.03	0%	0.75	0%	0.15	+5.99%	+27.82%	2042.561	Drug Manufacturers
VTRS	Viatris Inc	58,833	683.05	0%	0.2	0%	0	+14.12%	+27.09%	15779.298	Drug Manufacturers
VICR	Vicor Corp	70,000	2947	0%	0.86	0%	0.16	+38.93%	+18.65%	2406.523	Hardware
WEC	WEC Energy Group Inc	4,509	433.68	0%	0.13	0%	0	+10.89%	+25.72%	32211.21	Utilities - Regulated
SIRI	Sirius XM Holdings Inc	55,784	1319.29	0%	0.39	0%	0.02	-14.87%	-49.71%	9029.559	Media - Diversified
LVTX	LAVA Therapeutics NV	771,874	1281.31	0%	0.37	0%	2.93	-13.51%	+1.27%	42.076	Biotechnology

100/Page

Total 39

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