Robert Bruce
Robert Bruce
13F
Bruce & Co.
Last update 2023-02-15 33 Stocks (4 new)
Value $366.00 Mil Turnover 10 %
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

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Ticker
Company
Industry
Market Cap $Mil
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
UHAL.B
U-Haul Holding CoBusiness Services
9,647.42
660,530
36,315.94
New Holding
9.91
+9.91%
0.34
-11.23%
-11.44%
MASS
908 Devices IncMedical Devices & Instruments
252.85
68,286
520.34
New Holding
0.14
+0.14%
0.22
+7.93%
+3.54%
LVTX
LAVA Therapeutics NVBiotechnology
41.80
100,000
350.00
New Holding
0.10
+0.10%
0.38
-53.24%
-54.57%
PSNL
Personalis IncMedical Diagnostics & Research
121.52
50,000
99.00
New Holding
0.03
+0.03%
0.11
+33.33%
+31.31%
T
AT&T IncTelecommunication Services
132,686.89
1,132,000
20,840.12
+5.60%
5.69
+0.30%
0.02
+3.15%
+2.59%
PFE
Pfizer IncDrug Manufacturers
227,977.41
542,700
27,807.95
0%
7.59
0%
0.01
-21.28%
-20.37%
DUK
Duke Energy CorpUtilities - Regulated
72,726.07
261,200
26,900.99
0%
7.34
0%
0.03
-7.39%
-7.39%
CMS
CMS Energy CorpUtilities - Regulated
17,624.51
418,500
26,503.61
0%
7.23
0%
0.14
-4.25%
-3.81%
XEL
Xcel Energy IncUtilities - Regulated
36,042.47
372,500
26,115.98
0%
7.13
0%
0.07
-6.16%
-5.76%
ABT
Abbott LaboratoriesMedical Devices & Instruments
170,405.63
167,600
18,400.80
0%
5.02
0%
0.01
-8.89%
-10.23%
AVA
Avista CorpUtilities - Regulated
3,085.99
205,000
9,089.70
0%
2.48
0%
0.28
-5.13%
-6.20%
IIIN
Insteel Industries IncIndustrial Products
526.74
274,000
7,540.48
0%
2.06
0%
1.41
+0.30%
-1.49%
EDAP
Edap TMS SAMedical Devices & Instruments
406.33
565,652
6,029.85
0%
1.65
0%
1.56
+7.15%
+5.44%
BHC
Bausch Health Companies IncDrug Manufacturers
2,617.82
931,000
5,846.68
0%
1.60
0%
0.26
+14.22%
+15.13%
SIRI
Sirius XM Holdings IncMedia - Diversified
14,667.19
657,843
3,841.80
0%
1.05
0%
0.02
-35.03%
-35.03%
NEM
Newmont CorpMetals & Mining
38,573.39
65,000
3,068.00
0%
0.84
0%
0.01
+2.30%
+3.71%
PRTK
Paratek Pharmaceuticals IncBiotechnology
94.49
1,557,312
2,912.17
0%
0.79
0%
2.80
-6.25%
-11.76%
AMYT
Amryt Pharma PLCDrug Manufacturers
935.71
315,182
2,300.83
0%
0.63
0%
0.49
+102.64%
+99.86%
MNKD
MannKind CorpBiotechnology
1,053.06
195,073
1,028.04
0%
0.28
0%
0.07
-21.61%
-24.29%
IGMS
IGM Biosciences IncBiotechnology
658.67
55,000
935.55
0%
0.26
0%
0.13
-9.56%
-9.58%
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