Robert Bruce

Robert Bruce

13F
Bruce & Co.
Last update 2023-08-08 34 Stocks (0 new)
Value $334.00 Mil Turnover 0 %
Countries:
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

Add To Portfolio
Ticker
Company
Industry
Market Cap $Mil
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
CRBU
Caribou Biosciences IncBiotechnology
437.89
200,000
850.00
+100.00%
0.25
+0.13%
0.23
+14.55%
-21.02%
LVTX
LAVA Therapeutics NVBiotechnology
39.96
771,874
1,566.90
+14.88%
0.47
+0.06%
2.94
-29.30%
-56.57%
MRK
Merck & Co IncDrug Manufacturers
268,571.24
300,372
34,659.93
0%
10.38
0%
0.01
-6.96%
-2.59%
UHAL.B
U-Haul Holding CoBusiness Services
10,658.99
640,530
32,455.66
0%
9.72
0%
0.33
+15.83%
-1.37%
ABBV
AbbVie IncDrug Manufacturers
272,964.47
191,743
25,833.53
0%
7.74
0%
0.01
+15.07%
-1.40%
NEE
NextEra Energy IncUtilities - Regulated
136,539.98
345,114
25,600.56
0%
7.67
0%
0.02
-8.42%
-17.70%
CMS
CMS Energy CorpUtilities - Regulated
16,319.19
416,755
24,484.36
0%
7.33
0%
0.14
-3.60%
-9.36%
DUK
Duke Energy CorpUtilities - Regulated
71,914.72
260,319
23,361.03
0%
7.00
0%
0.03
+5.18%
-6.48%
XEL
Xcel Energy IncUtilities - Regulated
32,810.68
371,754
23,115.66
0%
6.92
0%
0.07
-3.31%
-12.96%
PFE
Pfizer IncDrug Manufacturers
186,203.75
538,626
19,756.80
0%
5.92
0%
0.01
-13.04%
-33.69%
ABT
Abbott LaboratoriesMedical Devices & Instruments
169,145.34
166,843
18,189.22
0%
5.45
0%
0.01
-9.42%
-10.00%
ALL
Allstate CorpInsurance
30,143.76
166,844
18,192.67
0%
5.45
0%
0.06
+8.04%
-13.02%
IIIN
Insteel Industries IncIndustrial Products
615.43
343,423
10,687.32
0%
3.20
0%
1.77
+4.93%
+15.11%
AVA
Avista CorpUtilities - Regulated
2,566.65
205,000
8,050.35
0%
2.41
0%
0.27
-11.45%
-21.52%
BHC
Bausch Health Companies IncDrug Manufacturers
3,005.85
925,780
7,415.50
0%
2.22
0%
0.25
+14.60%
+31.21%
EDAP
Edap TMS SAMedical Distribution
240.41
565,652
5,243.59
0%
1.57
0%
1.53
-26.52%
-38.65%
UHAL
U-Haul Holding CoBusiness Services
10,658.99
74,764
4,136.69
0%
1.24
0%
0.04
+6.67%
-5.87%
PRTK
Paratek Pharmaceuticals IncBiotechnology
127.83
1,556,247
3,439.31
0%
1.03
0%
2.72
+1.59%
+19.25%
KOD
Kodiak Sciences IncBiotechnology
107.00
473,000
3,258.97
0%
0.98
0%
0.90
-71.82%
-71.51%
SIRI
Sirius XM Holdings IncMedia - Diversified
15,408.04
657,843
2,993.19
0%
0.90
0%
0.02
+5.35%
-30.12%
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Total 34

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