
	Robert Bruce 13F
	Bruce & Co.

	Last update 2024-02-12	35 Stocks (0 new)
	Value $282.00 Mil	Turnover 2 %
	Countries: Top Holdings: UHAL.B(13.39%)MRK(8.53%)ABBV(7.58%)DUK(7.01%)XEL(6.52%) 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
DAR
PSNL
VICR
MRK
IIIN
AVA
UHAL
SIRI
EDAP
NEM
SUPN
KOD
ASH
LVTX
CRBU
MASS
MNKD
VTRS
OGN
RLI

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
DAR	Darling Ingredients Inc	140,000	6,977.60	+100.00%	2.47	+1.24%	0.09	-2.16%	-14.51%	6,808.21	Consumer Packaged Goods
PSNL	Personalis Inc	300,000	630.00	+100.00%	0.22	+0.11%	0.61	-14.00%	-38.57%	67.08	Medical Diagnostics & Research
VICR	Vicor Corp	30,000	1,348.20	+50.00%	0.48	+0.16%	0.07	-8.78%	-24.63%	1,506.47	Hardware
MRK	Merck & Co Inc	220,700	24,060.71	0%	8.53	0%	0.01	+6.47%	+16.11%	318,604.29	Drug Manufacturers
IIIN	Insteel Industries Inc	343,423	13,149.67	0%	4.66	0%	1.77	-2.25%	-12.30%	652.49	Industrial Products
AVA	Avista Corp	201,500	7,201.61	0%	2.55	0%	0.26	+5.68%	-0.47%	2,742.76	Utilities - Regulated
UHAL	U-Haul Holding Co	70,805	5,083.80	0%	1.80	0%	0.04	-5.12%	-11.98%	12,235.06	Business Services
SIRI	Sirius XM Holdings Inc	557,843	3,051.40	0%	1.08	0%	0.01	-42.69%	-43.21%	11,885.26	Media - Diversified
EDAP	Edap TMS SA	553,652	2,923.28	0%	1.04	0%	1.50	+18.82%	+37.50%	269.35	Medical Distribution
NEM	Newmont Corp	65,600	2,715.18	0%	0.96	0%	0.01	+13.73%	-4.98%	44,981.75	Metals & Mining
SUPN	Supernus Pharmaceuticals Inc	82,105	2,376.12	0%	0.84	0%	0.15	+6.25%	+1.59%	1,610.30	Drug Manufacturers
KOD	Kodiak Sciences Inc	473,000	1,437.92	0%	0.51	0%	0.90	+7.69%	+10.53%	176.43	Biotechnology
ASH	Ashland Inc	15,000	1,264.65	0%	0.45	0%	0.03	+21.98%	+14.32%	4,808.62	Chemicals
LVTX	LAVA Therapeutics NV	771,874	1,219.56	0%	0.43	0%	2.94	+70.44%	+71.52%	71.24	Biotechnology
CRBU	Caribou Biosciences Inc	200,000	1,146.00	0%	0.41	0%	0.23	-24.80%	-32.81%	347.71	Biotechnology
MASS	908 Devices Inc	68,286	766.17	0%	0.27	0%	0.21	-25.96%	-50.18%	183.97	Medical Devices & Instruments
MNKD	MannKind Corp	195,073	710.07	0%	0.25	0%	0.07	+24.70%	+15.11%	1,134.50	Biotechnology
VTRS	Viatris Inc	58,252	630.87	0%	0.22	0%	0	-0.30%	+4.95%	13,366.09	Drug Manufacturers
OGN	Organon & Co	31,190	449.76	0%	0.16	0%	0.01	+16.73%	+25.47%	4,555.47	Drug Manufacturers
RLI	RLI Corp	2,000	266.24	0%	0.09	0%	0	-2.59%	+5.52%	6,407.73	Insurance

100/Page

Total 35

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