 | |
Robert Bruce13F | |
| Bruce & Co. | |
| Last update 2025-05-14 | 41 Stocks (2 new) |
| Value $311.00 Mil | Turnover 2 % |
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 | | 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 |
CC | The Chemours Co | 200,000 | 2,706.0 | New Holding | 0.870 | +0.87% | 0.130 | -18.79% | -30.87% | 1,706.3 | Chemicals | |
VG | Venture Global Inc | 100,000 | 1,030.0 | New Holding | 0.330 | +0.33% | 0.000 | +41.04% | 0% | 39,105.0 | Oil & Gas | |
FATE | Fate Therapeutics Inc | 550,000 | 434.5 | +57.14% | 0.140 | +0.05% | 0.480 | +28.50% | -29.70% | 133.0 | Biotechnology | |
AER | AerCap Holdings NV | 183,500 | 18,748.2 | +22.33% | 6.040 | +1.10% | 0.100 | +11.64% | +20.42% | 20,783.1 | Business Services | |
NEE | NextEra Energy Inc | 315,000 | 22,330.3 | 0% | 7.190 | 0% | 0.020 | +3.38% | -0.28% | 144,804.1 | Utilities - Regulated | |
XEL | Xcel Energy Inc | 194,500 | 13,768.7 | 0% | 4.430 | 0% | 0.030 | -0.07% | +2.21% | 38,827.5 | Utilities - Regulated | |
IIIN | Insteel Industries Inc | 343,423 | 9,032.0 | 0% | 2.910 | 0% | 1.770 | +29.12% | +33.96% | 701.0 | Industrial Products | |
AAPL | Apple Inc | 38,900 | 8,640.9 | 0% | 2.780 | 0% | 0.000 | -9.80% | -19.32% | 3,010,465.1 | Hardware | |
AVA | Avista Corp | 201,500 | 8,436.8 | 0% | 2.720 | 0% | 0.250 | -4.07% | +5.17% | 3,026.0 | Utilities - Regulated | |
PFE | Pfizer Inc | 271,900 | 6,889.9 | 0% | 2.220 | 0% | 0.000 | -3.24% | -5.27% | 137,927.0 | Drug Manufacturers | |
BG | Bunge Global SA | 80,000 | 6,113.6 | 0% | 1.970 | 0% | 0.060 | +12.91% | +7.69% | 11,050.8 | Consumer Packaged Goods | |
UHAL | U-Haul Holding Co | 73,900 | 4,830.1 | 0% | 1.560 | 0% | 0.040 | -6.76% | -12.01% | 10,324.7 | Business Services | |
ADM | Archer-Daniels-Midland Co | 100,000 | 4,801.0 | 0% | 1.550 | 0% | 0.020 | +14.74% | +5.76% | 25,127.5 | Consumer Packaged Goods | |
NEM | Newmont Corp | 100,000 | 4,828.0 | 0% | 1.550 | 0% | 0.010 | +22.67% | +57.65% | 64,620.6 | Metals & Mining | |
DAR | Darling Ingredients Inc | 141,000 | 4,404.8 | 0% | 1.420 | 0% | 0.090 | +25.78% | +10.77% | 5,902.5 | Consumer Packaged Goods | |
RLI | RLI Corp | 40,800 | 3,277.5 | 0% | 1.060 | 0% | 0.040 | -8.44% | -13.17% | 6,540.7 | Insurance | |
VICR | Vicor Corp | 70,000 | 3,274.6 | 0% | 1.050 | 0% | 0.150 | -15.66% | -4.70% | 2,081.8 | Hardware | |
SUPN | Supernus Pharmaceuticals Inc | 82,105 | 2,688.9 | 0% | 0.870 | 0% | 0.150 | -5.48% | -13.61% | 1,749.1 | Drug Manufacturers | |
LLY | Eli Lilly and Co | 2,000 | 1,651.8 | 0% | 0.530 | 0% | 0.000 | -6.85% | +3.02% | 711,276.0 | Drug Manufacturers | |
SIRI | Sirius XM Holdings Inc | 55,784 | 1,257.4 | 0% | 0.400 | 0% | 0.020 | -6.22% | +0.75% | 7,586.4 | Media - Diversified |
Total 41
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