
	Robert Bruce 13F
	Bruce & Co.

	Last update 2023-08-08	34 Stocks (0 new)
	Value $334.00 Mil	Turnover 0 %
	Countries: Top Holdings: MRK(10.38%) UHAL.B(9.72%) ABBV(7.74%) NEE(7.67%) CMS(7.33%) 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
CRBU
LVTX
MRK
UHAL.B
ABBV
NEE
CMS
DUK
XEL
PFE
ABT
ALL
IIIN
AVA
BHC
EDAP
UHAL
PRTK
KOD
SIRI

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

100/Page

Total 34

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