Robert Bruce

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.
Summary Stock Picks Current Portfolio

Robert Bruce Portfolio and Latest Trades

Type:
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
UHAL 		U-Haul Holding Co2022-12-31Reduce
-10.11%
●
50.32 ($57.53) 66.84
$71.45
24.20%
Reduce -90.05%
75,055
-679,495
UHAL.B 		U-Haul Holding Co2022-12-31New Buy
+9.91%
●
52.06 ($57.91) 66.74
$63.33
9.36%
New holding
660,530
660,530
PFE 		Pfizer Inc2023-12-31Reduce
-2.99%
●
26.13 ($30.23) 33.94
$25.83
-14.56%
Reduce -48.32%
268,500
-251,000
MRK 		Merck & Co Inc2023-09-30Reduce
-2.75%
●
102.95 ($107.78) 114.33
$103.12
-4.32%
Reduce -26.52%
220,700
-79,672
XEL 		Xcel Energy Inc2024-03-31Reduce
-2.23%
●
48.44 ($57.1) 63.73
$72.92
27.71%
Reduce -34.13%
193,000
-100,000
AER 		AerCap Holdings NV2024-09-30New Buy
+2.21%
●
86.24 ($93.71) 98.28
$99.09
5.74%
New holding
80,000
80,000
ALL 		Allstate Corp2022-12-31Reduce
-1.86%
●
117.71 ($130.77) 137.38
$208.20
59.21%
Reduce -22.24%
178,300
-51,000
BG 		Bunge Global SA2024-03-31New Buy
+1.73%
●
86.5 ($93.58) 102.52
$88.91
-4.99%
New holding
50,000
50,000
ABBV 		AbbVie Inc2024-06-30Add
+1.35%
●
154.79 ($165.65) 180.76
$183.08
10.52%
Add 17.03%
161,500
23,500
ABBV 		AbbVie Inc2023-12-31Reduce
-1.34%
●
137.6 ($145.79) 154.97
$183.08
25.58%
Reduce -15.34%
138,000
-25,000
DAR 		Darling Ingredients Inc2023-09-30New Buy
+1.31%
●
51.82 ($62.48) 69.8
$40.52
-35.15%
New holding
70,000
70,000
UHAL.B 		U-Haul Holding Co2023-09-30Reduce
-1.26%
●
49.62 ($54.26) 58.83
$63.33
16.72%
Reduce -12.93%
557,700
-82,830
DUK 		Duke Energy Corp2023-09-30Reduce
-1.25%
●
86.65 ($91.68) 95.56
$117.42
28.08%
Reduce -17.84%
213,890
-46,429
DAR 		Darling Ingredients Inc2023-12-31Add
+1.24%
●
40.13 ($45.39) 50.76
$40.52
-10.73%
Add 100%
140,000
70,000
ALL 		Allstate Corp2023-12-31Reduce
-1.20%
●
109.91 ($130.39) 144.36
$208.20
59.67%
Reduce -19.08%
127,200
-30,000
ABBV 		AbbVie Inc2023-09-30Reduce
-1.16%
●
133.59 ($146.8) 154.65
$183.08
24.71%
Reduce -14.99%
163,000
-28,743
AAPL 		Apple Inc2023-09-30Reduce
-1.07%
●
170.43 ($183.38) 196.45
$234.93
28.11%
Reduce -31.46%
40,300
-18,501
CMS 		CMS Energy Corp2023-09-30Reduce
-1.07%
●
52.7 ($57.92) 63.42
$70.49
21.70%
Reduce -14.58%
356,000
-60,755
UHAL.B 		U-Haul Holding Co2024-03-31Reduce
-1.07%
●
60.6 ($64.42) 69.46
$63.33
-1.69%
Reduce -8.02%
493,350
-43,000
ADM 		Archer-Daniels Midland Co2024-03-31New Buy
+1.06%
●
51.38 ($58.7) 73.13
$54.37
-7.38%
New holding
50,000
50,000
PRTK Paratek Pharmaceuticals Inc2023-09-30Sold Out
-1.03%
●
2.18 ($2.2) 2.23
$2.23
1.36%
Sold Out
0
-1,556,247
XEL 		Xcel Energy Inc2023-12-31Reduce
-1.02%
●
55.03 ($60) 63.33
$72.92
21.53%
Reduce -14.58%
293,000
-50,000
UHAL.B 		U-Haul Holding Co2024-06-30Add
+0.99%
●
59.37 ($62.91) 66.97
$63.33
0.67%
Add 10.05%
542,950
49,600
RLI 		RLI Corp2024-06-30Add
+0.96%
●
135.7 ($143.14) 148.77
$180.24
25.92%
Add 1020%
22,400
20,400
NEE 		NextEra Energy Inc2024-06-30Add
+0.94%
●
61.7 ($70.95) 80.02
$78.52
10.67%
Add 13.52%
333,300
39,700
ADM 		Archer-Daniels Midland Co2024-09-30Add
+0.88%
●
57.96 ($60.96) 65.72
$54.37
-10.81%
Add 100%
100,000
50,000
ABBV 		AbbVie Inc2024-09-30Reduce
-0.86%
●
163.84 ($186.63) 199.35
$183.08
-1.90%
Reduce -9.29%
146,500
-15,000
BG 		Bunge Global SA2024-09-30Add
+0.85%
●
94.72 ($102.3) 114.56
$88.91
-13.09%
Add 60%
80,000
30,000
KOD 		Kodiak Sciences Inc2023-03-31New Buy
+0.84%
●
4.81 ($7) 8.89
$6.55
-6.43%
New holding
473,000
473,000
ABBV 		AbbVie Inc2022-12-31Reduce
-0.82%
●
138.31 ($153.33) 165.99
$183.08
19.40%
Reduce -9.4%
202,500
-21,000
T 		AT&T Inc2023-12-31Reduce
-0.81%
●
14.32 ($15.79) 17.22
$23.27
47.37%
Reduce -13.5%
961,000
-150,000
CMS 		CMS Energy Corp2023-12-31Reduce
-0.76%
●
50.57 ($55.85) 59.91
$70.49
26.21%
Reduce -11.24%
316,000
-40,000
UHAL.B 		U-Haul Holding Co2024-09-30Reduce
-0.71%
●
57.18 ($64.99) 73.21
$63.33
-2.55%
Reduce -6.52%
507,550
-35,400
AMYT Amryt Pharma PLC2023-03-31Sold Out
-0.63%
●
7 ($14.13) 14.77
$14.70
4.03%
Sold Out
0
-315,182
NEE 		NextEra Energy Inc2023-12-31Reduce
-0.62%
●
49.32 ($56.99) 62.78
$78.52
37.78%
Reduce -9.27%
293,600
-30,000
BHC 		Bausch Health Companies Inc2023-12-31Reduce
-0.61%
●
6.53 ($7.28) 8.23
$8.12
11.54%
Reduce -24.24%
644,000
-206,000
IIIN 		Insteel Industries Inc2023-03-31Add
+0.55%
●
26.57 ($29.07) 31.67
$30.31
4.27%
Add 25.34%
343,423
69,423
DAR 		Darling Ingredients Inc2024-09-30Add
+0.55%
●
33.99 ($37.7) 41.78
$40.52
7.48%
Add 34%
201,000
51,000
XEL 		Xcel Energy Inc2023-09-30Reduce
-0.54%
●
55.59 ($60.11) 65.21
$72.92
21.31%
Reduce -7.73%
343,000
-28,754
MRK 		Merck & Co Inc2022-12-31Reduce
-0.53%
●
87.44 ($102.22) 112.12
$103.12
0.88%
Reduce -6.49%
302,700
-21,000
NEM 		Newmont Corp2024-06-30Add
+0.48%
●
36.43 ($40.89) 44.44
$42.04
2.81%
Add 52.44%
100,000
34,400
NEE 		NextEra Energy Inc2023-09-30Reduce
-0.48%
●
57.08 ($69.23) 75.9
$78.52
13.42%
Reduce -6.23%
323,600
-21,514
ABBV 		AbbVie Inc2023-03-31Reduce
-0.47%
●
144.61 ($152.88) 166.55
$183.08
19.75%
Reduce -5.31%
191,743
-10,757
ALL 		Allstate Corp2023-03-31Reduce
-0.42%
●
105.11 ($126.41) 141.37
$208.20
64.70%
Reduce -6.43%
166,844
-11,456
VICR 		Vicor Corp2023-09-30New Buy
+0.42%
●
52.95 ($66.28) 95.14
$53.32
-19.55%
New holding
20,000
20,000
MRK 		Merck & Co Inc2024-09-30Reduce
-0.41%
●
111.15 ($118.8) 128.97
$103.12
-13.20%
Reduce -4.45%
214,500
-10,000
UHAL.B 		U-Haul Holding Co2023-12-31Reduce
-0.40%
●
46.65 ($54.41) 71.18
$63.33
16.39%
Reduce -3.83%
536,350
-21,350
WBD 		Warner Bros.Discovery Inc2022-12-31Reduce
-0.36%
●
8.87 ($11.29) 13.57
$10.38
-8.06%
Reduce -88.16%
14,510
-108,048
ABT 		Abbott Laboratories2023-12-31Reduce
-0.35%
●
90.19 ($99.92) 110.4
$118.95
19.05%
Reduce -6.25%
150,000
-10,000
BHC 		Bausch Health Companies Inc2024-06-30Reduce
-0.34%
●
6.1 ($7.57) 10.41
$8.12
7.27%
Reduce -14.6%
550,000
-94,000
DUK 		Duke Energy Corp2024-09-30Reduce
-0.33%
●
99.35 ($111.3) 117.7
$117.42
5.50%
Reduce -4.86%
195,816
-10,000
AAPL 		Apple Inc2024-06-30Add
+0.32%
●
165 ($186.49) 216.67
$234.93
25.97%
Add 13.11%
39,700
4,600
AAPL 		Apple Inc2023-12-31Reduce
-0.32%
●
166.89 ($184.64) 198.11
$234.93
27.24%
Reduce -12.9%
35,100
-5,200
DUK 		Duke Energy Corp2023-12-31Reduce
-0.32%
●
85.44 ($90.95) 98.31
$117.42
29.10%
Reduce -4.68%
203,890
-10,000
ALL 		Allstate Corp2023-09-30Reduce
-0.32%
●
101.18 ($109.12) 115.24
$208.20
90.80%
Reduce -5.78%
157,200
-9,644
UHAL.B 		U-Haul Holding Co2023-03-31Reduce
-0.30%
●
48.65 ($56.73) 62.87
$63.33
11.63%
Reduce -3.03%
640,530
-20,000
T 		AT&T Inc2022-12-31Add
+0.30%
●
14.63 ($17.9) 19.3
$23.27
30.00%
Add 5.6%
1,132,000
60,000
SUPN 		Supernus Pharmaceuticals Inc2022-12-31Reduce
-0.30%
●
31.09 ($34.75) 37.88
$36.99
6.45%
Reduce -24.57%
92,105
-30,000
ASH 		Ashland Inc2022-12-31Reduce
-0.28%
●
94.11 ($105.39) 113.58
$78.31
-25.70%
Reduce -40%
15,000
-10,000
VICR 		Vicor Corp2024-06-30Add
+0.28%
●
31.82 ($34.51) 38.08
$53.32
54.51%
Add 55.56%
70,000
25,000
LVTX 		LAVA Therapeutics NV2023-03-31Add
+0.27%
●
1.59 ($2.8) 3.97
$1.60
-42.86%
Add 571.87%
671,874
571,874
AAPL 		Apple Inc2023-06-30Reduce
-0.24%
●
160.1 ($174.1) 193.97
$234.93
34.94%
Reduce -7.84%
58,801
-5,000
FATE 		Fate Therapeutics Inc2023-03-31Add
+0.24%
●
4.24 ($6.03) 11.12
$3.17
-47.43%
Add 250.88%
200,000
143,000
BHC 		Bausch Health Companies Inc2024-09-30Reduce
-0.23%
●
5.22 ($6.59) 8.26
$8.12
23.22%
Reduce -18.18%
450,000
-100,000
ABT 		Abbott Laboratories2023-09-30Reduce
-0.22%
●
95.53 ($105.03) 114.62
$118.95
13.25%
Reduce -4.1%
160,000
-6,843
PFE 		Pfizer Inc2023-09-30Reduce
-0.21%
●
32.09 ($35.36) 37.51
$25.83
-26.95%
Reduce -3.55%
519,500
-19,126
IGMS 		IGM Biosciences Inc2023-09-30Add
+0.20%
●
6.66 ($8.48) 10.64
$10.43
23.00%
Add 118.18%
120,000
65,000
CMS 		CMS Energy Corp2024-09-30Reduce
-0.20%
●
58.7 ($65.62) 70.63
$70.49
7.42%
Reduce -3.13%
310,000
-10,000
VICR 		Vicor Corp2024-03-31Add
+0.19%
●
35.51 ($38.87) 47.18
$53.32
37.18%
Add 50%
45,000
15,000
GE 		General Electric Co2022-12-31Sold Out
-0.18%
●
49.63 ($61.57) 68.78
$180.60
193.32%
Sold Out
0
-10,000
BHC 		Bausch Health Companies Inc2023-09-30Reduce
-0.18%
●
7.69 ($8.62) 9.71
$8.12
-5.80%
Reduce -8.19%
850,000
-75,780
ALL 		Allstate Corp2024-06-30Add
+0.18%
●
157.07 ($166.81) 175.41
$208.20
24.81%
Add 2.59%
130,500
3,300
FATE 		Fate Therapeutics Inc2024-06-30Add
+0.17%
●
3.26 ($4.38) 7.08
$3.17
-27.63%
Add 109.79%
300,000
157,000
IGMS 		IGM Biosciences Inc2023-12-31Reduce
-0.17%
●
3.94 ($5.81) 8.79
$10.43
79.52%
Reduce -45.83%
65,000
-55,000
VICR 		Vicor Corp2023-12-31Add
+0.16%
●
36.3 ($44.06) 58.86
$53.32
21.02%
Add 50%
30,000
10,000
DAR 		Darling Ingredients Inc2024-03-31Add
+0.16%
●
40.69 ($44.02) 50.48
$40.52
-7.95%
Add 7.14%
150,000
10,000
MRK 		Merck & Co Inc2024-06-30Add
+0.16%
●
123.8 ($128.81) 132.96
$103.12
-19.94%
Add 1.72%
224,500
3,800
T 		AT&T Inc2024-06-30Add
+0.15%
●
16.09 ($17.39) 19.11
$23.27
33.81%
Add 2.39%
984,000
23,000
CRBU 		Caribou Biosciences Inc2023-03-31New Buy
+0.15%
●
4.3 ($6.23) 7.78
$2.20
-64.69%
New holding
100,000
100,000
SIRI 		Sirius XM Holdings Inc2023-09-30Reduce
-0.14%
●
38.8 ($46.46) 78.1
$26.62
-42.70%
Reduce -15.2%
55,784
-100,000
MASS 		908 Devices Inc2022-12-31New Buy
+0.14%
●
7 ($12.1) 17.96
$2.62
-78.35%
New holding
68,286
68,286
CRBU 		Caribou Biosciences Inc2023-06-30Add
+0.13%
●
4.04 ($4.51) 5.47
$2.20
-51.22%
Add 100%
200,000
100,000
WEC 		WEC Energy Group Inc2024-06-30New Buy
+0.12%
●
77.8 ($81.23) 85.58
$101.82
25.35%
New holding
4,509
4,509
PSNL 		Personalis Inc2023-12-31Add
+0.11%
●
0.93 ($1.29) 2.35
$3.93
204.65%
Add 100%
300,000
150,000
SUPN 		Supernus Pharmaceuticals Inc2023-03-31Reduce
-0.10%
●
34.93 ($38.45) 42.03
$36.99
-3.80%
Reduce -10.86%
82,105
-10,000
LVTX 		LAVA Therapeutics NV2022-12-31New Buy
+0.10%
●
3.37 ($4.59) 7.31
$1.60
-65.14%
New holding
100,000
100,000
UHAL 		U-Haul Holding Co2024-06-30Add
+0.09%
●
61.73 ($65.09) 69.11
$71.45
9.77%
Add 6.07%
75,105
4,300
ABT 		Abbott Laboratories2024-06-30Add
+0.08%
●
100.73 ($106.03) 112.44
$118.95
12.19%
Add 1.53%
152,300
2,300
IGMS 		IGM Biosciences Inc2024-06-30Add
+0.08%
●
6.51 ($8.56) 11.47
$10.43
21.85%
Add 53.85%
100,000
35,000
CMS 		CMS Energy Corp2024-06-30Add
+0.08%
●
56.89 ($60.53) 63.24
$70.49
16.45%
Add 1.27%
320,000
4,000
PSNL 		Personalis Inc2023-03-31Add
+0.08%
●
2.01 ($2.81) 4.17
$3.93
39.86%
Add 200%
150,000
100,000
MRK 		Merck & Co Inc2023-03-31Reduce
-0.07%
●
102.94 ($107.97) 114.84
$103.12
-4.49%
Reduce -0.77%
300,372
-2,328
UHAL 		U-Haul Holding Co2023-09-30Reduce
-0.07%
●
54.57 ($58.08) 62.1
$71.45
23.02%
Reduce -5.3%
70,805
-3,959
PFE 		Pfizer Inc2024-06-30Add
+0.07%
●
25.26 ($27.53) 29.6
$25.83
-6.18%
Add 2.94%
276,400
7,900
NEE 		NextEra Energy Inc2022-12-31Reduce
-0.06%
●
70.64 ($80.78) 87.15
$78.52
-2.80%
Reduce -0.71%
347,500
-2,500
AAPL 		Apple Inc2022-12-31Reduce
-0.06%
●
126.04 ($142.91) 155.74
$234.93
64.39%
Reduce -2.27%
64,500
-1,500
LVTX 		LAVA Therapeutics NV2023-06-30Add
+0.06%
●
1.4 ($1.84) 2.6
$1.60
-13.04%
Add 14.88%
771,874
100,000
T 		AT&T Inc2023-06-30Reduce
-0.06%
●
15.15 ($17.07) 19.96
$23.27
36.32%
Reduce -0.88%
1,120,254
-10,000
PFE 		Pfizer Inc2023-03-31Reduce
-0.06%
●
39.39 ($43.19) 51.26
$25.83
-40.19%
Reduce -0.75%
538,626
-4,074
DUK 		Duke Energy Corp2024-06-30Add
+0.06%
●
92.87 ($100.02) 104.6
$117.42
17.40%
Add 0.94%
205,816
1,926
100/Page
Total 132
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