Robert Bruce
Robert Bruce
13F
Bruce & Co.
Last update 2023-02-15 33 Stocks (4 new)
Value $366.00 Mil Turnover 10 %
Top Holdings: UHAL.B(9.91%) MRK(9.17%) ABBV(8.93%) NEE(7.93%) PFE(7.59%)
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.
Summary Stock Picks Current Portfolio

Robert Bruce Portfolio and Latest Trades

Type:
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
UHAL 		U-Haul Holding Co2022-12-31Reduce
-10.11%
●
50.32 ($57.53) 66.84
$54.17
-5.84%
Reduce -90.05%
75,055
-679,495
UHAL.B 		U-Haul Holding Co2022-12-31New Buy
+9.91%
●
52.06 ($57.91) 66.74
$48.65
-15.99%
New holding
660,530
660,530
ALL 		Allstate Corp2022-12-31Reduce
-1.86%
●
117.71 ($130.77) 137.38
$105.59
-19.26%
Reduce -22.24%
178,300
-51,000
ABBV 		AbbVie Inc2022-12-31Reduce
-0.82%
●
138.31 ($153.33) 165.99
$158.02
3.06%
Reduce -9.4%
202,500
-21,000
MRK 		Merck & Co Inc2022-12-31Reduce
-0.53%
●
87.44 ($102.22) 112.12
$104.80
2.52%
Reduce -6.49%
302,700
-21,000
WBD 		Warner Bros.Discovery Inc2022-12-31Reduce
-0.36%
●
8.87 ($11.29) 13.57
$14.00
24.00%
Reduce -88.16%
14,510
-108,048
T 		AT&T Inc2022-12-31Add
+0.30%
●
14.63 ($17.9) 19.3
$18.61
3.97%
Add 5.6%
1,132,000
60,000
SUPN 		Supernus Pharmaceuticals Inc2022-12-31Reduce
-0.30%
●
31.09 ($34.75) 37.88
$35.77
2.94%
Reduce -24.57%
92,105
-30,000
ASH 		Ashland Inc2022-12-31Reduce
-0.28%
●
94.11 ($105.39) 113.58
$98.38
-6.65%
Reduce -40%
15,000
-10,000
GE 		General Electric Co2022-12-31Sold Out
-0.18%
●
49.63 ($61.57) 68.78
$91.37
48.40%
Sold Out
0
-10,000
MASS 		908 Devices Inc2022-12-31New Buy
+0.14%
●
7 ($12.1) 17.96
$7.89
-34.79%
New holding
68,286
68,286
LVTX 		LAVA Therapeutics NV2022-12-31New Buy
+0.10%
●
3.37 ($4.59) 7.31
$1.59
-65.36%
New holding
100,000
100,000
AAPL 		Apple Inc2022-12-31Reduce
-0.06%
●
126.04 ($142.91) 155.74
$160.25
12.13%
Reduce -2.27%
64,500
-1,500
NEE 		NextEra Energy Inc2022-12-31Reduce
-0.06%
●
70.64 ($80.78) 87.15
$75.69
-6.30%
Reduce -0.71%
347,500
-2,500
PSNL 		Personalis Inc2022-12-31New Buy
+0.03%
●
1.78 ($2.52) 3.64
$2.60
3.17%
New holding
50,000
50,000
OGN 		Organon & Co2022-12-31Reduce
0%
●
23.31 ($25.57) 28.62
$21.86
-14.51%
Reduce -1.56%
31,470
-500
VTRS 		Viatris Inc2022-12-31Reduce
0%
●
8.72 ($10.45) 11.56
$9.33
-10.72%
Reduce -2.02%
60,272
-1,240
AAPL 		Apple Inc2022-09-30Reduce
-2.41%
●
138.2 ($156.95) 174.55
$160.25
2.10%
Reduce -51.97%
66,000
-71,400
IIIN 		Insteel Industries Inc2022-09-30New Buy
+2.12%
●
26.2 ($31) 40.81
$27.08
-12.65%
New holding
274,000
274,000
NEE 		NextEra Energy Inc2022-09-30Reduce
-2.11%
●
77.51 ($84.84) 91
$75.69
-10.79%
Reduce -23.91%
350,000
-110,000
ALL 		Allstate Corp2022-09-30Reduce
-1.25%
●
113.92 ($124.25) 133.02
$105.59
-15.02%
Reduce -14.85%
229,300
-40,000
GE 		General Electric Co2022-09-30Reduce
-1.17%
●
61.09 ($70.58) 81.07
$91.37
29.46%
Reduce -88.15%
10,000
-74,375
BHC 		Bausch Health Companies Inc2022-09-30Reduce
-0.93%
●
4.58 ($6.95) 9.21
$7.23
4.03%
Reduce -32.59%
931,000
-450,000
XEL 		Xcel Energy Inc2022-09-30Reduce
-0.70%
●
64 ($72.8) 77.41
$65.55
-9.96%
Reduce -9.7%
372,500
-40,000
T 		AT&T Inc2022-09-30Add
+0.67%
●
15.34 ($18.19) 21.31
$18.61
2.31%
Add 16.27%
1,072,000
150,000
DUK 		Duke Energy Corp2022-09-30Reduce
-0.66%
●
93.02 ($107.4) 113.24
$94.37
-12.13%
Reduce -8.74%
261,200
-25,000
SUPN 		Supernus Pharmaceuticals Inc2022-09-30Reduce
-0.57%
●
28.79 ($32.54) 35.51
$35.77
9.93%
Reduce -39.58%
122,105
-80,000
CMS 		CMS Energy Corp2022-09-30Reduce
-0.50%
●
58.24 ($67.27) 70.94
$60.43
-10.17%
Reduce -6.69%
418,500
-30,000
WBD 		Warner Bros.Discovery Inc2022-09-30Reduce
-0.33%
●
11.32 ($13.59) 17.48
$14.00
3.02%
Reduce -44.93%
122,558
-100,000
SIRI 		Sirius XM Holdings Inc2022-09-30Reduce
-0.15%
●
5.71 ($6.29) 6.78
$3.77
-40.06%
Reduce -13.2%
657,843
-100,000
ABBV 		AbbVie Inc2022-06-30Reduce
-0.70%
●
137.62 ($152.95) 174.96
$158.02
3.31%
Reduce -8.21%
223,500
-20,000
NEE 		NextEra Energy Inc2022-06-30Reduce
-0.55%
●
68.51 ($76.27) 87.08
$75.69
-0.76%
Reduce -6.12%
460,000
-30,000
GE 		General Electric Co2022-06-30Reduce
-0.40%
●
63.67 ($77.99) 92.49
$91.37
17.16%
Reduce -19.16%
84,375
-20,000
CMS 		CMS Energy Corp2022-06-30Reduce
-0.30%
●
61.16 ($69.07) 73.56
$60.43
-12.51%
Reduce -4.27%
448,500
-20,000
ALL 		Allstate Corp2022-06-30Reduce
-0.30%
●
119.53 ($131.13) 143.86
$105.59
-19.48%
Reduce -3.58%
269,300
-10,000
MNKD 		MannKind Corp2022-06-30Reduce
-0.16%
●
2.67 ($3.67) 4.77
$3.99
8.72%
Reduce -50.62%
195,073
-200,000
SUPN 		Supernus Pharmaceuticals Inc2022-06-30Reduce
-0.14%
●
25.33 ($28.7) 34.25
$35.77
24.63%
Reduce -9%
202,105
-20,000
UHAL 		Amerco Inc2022-06-30Add
+0.01%
●
45.17 ($51.83) 59.69
$54.17
4.51%
Add 0.13%
754,550
100
WBD 		Warner Bros.Discovery Inc2022-06-30Reduce
0%
●
13.17 ($18.65) 26
$14.00
-24.93%
Reduce -0.22%
222,558
-489
T 		AT&T Inc2022-03-31New Buy
+2.30%
●
17.28 ($18.51) 20.61
$18.61
0.54%
New holding
922,000
922,000
ABBV 		AbbVie Inc2022-03-31Reduce
-1.69%
●
131.98 ($145.09) 163.75
$158.02
8.91%
Reduce -19.77%
243,500
-60,000
AAPL 		Apple Inc2022-03-31Reduce
-1.11%
●
150.62 ($168.23) 182.01
$160.25
-4.74%
Reduce -17.92%
137,400
-30,000
SUPN 		Supernus Pharmaceuticals Inc2022-03-31Reduce
-1.09%
●
28.51 ($30.69) 32.9
$35.77
16.55%
Reduce -44.76%
222,105
-180,000
ALL 		Allstate Corp2022-03-31Reduce
-0.49%
●
117.69 ($125.51) 141.8
$105.59
-15.87%
Reduce -6.68%
279,300
-20,000
ABT 		Abbott Laboratories2022-03-31Reduce
-0.29%
●
114.02 ($123.92) 139.04
$98.05
-20.88%
Reduce -5.63%
167,600
-10,000
SIRI 		Sirius XM Holdings Inc2022-03-31Reduce
-0.13%
●
5.97 ($6.29) 6.86
$3.77
-40.06%
Reduce -11.66%
757,843
-100,000
FTK 		Flotek Industries Inc2022-03-31Sold Out
-0.10%
●
0.73 ($1.19) 1.83
$0.70
-40.96%
Sold Out
0
-421,671
PRTK 		Paratek Pharmaceuticals Inc2022-03-31Add
+0.07%
●
2.94 ($3.77) 4.77
$1.65
-56.23%
Add 7.9%
1,557,312
114,000
NEE 		NextEra Energy Inc2022-03-31Reduce
-0.01%
●
72.32 ($80.1) 91.66
$75.69
-5.51%
Reduce -0.08%
490,000
-400
PFE 		Pfizer Inc2022-03-31Reduce
-0.01%
●
45.75 ($51.88) 56.69
$40.39
-22.15%
Reduce -0.18%
542,700
-1,000
OGN 		Organon & Co2022-03-31Reduce
0%
●
30.45 ($34.21) 39.36
$21.86
-36.10%
Reduce -1.24%
31,970
-400
AAPL 		Apple Inc2021-12-31Reduce
-2.36%
●
139.14 ($158.61) 180.33
$160.25
1.03%
Reduce -31.03%
167,400
-75,300
UHAL 		Amerco Inc2021-12-31Reduce
-0.63%
●
65.13 ($72.09) 75.93
$54.17
-24.86%
Reduce -5.55%
753,550
-4,430
AMYT 		Amryt Pharma PLC2021-12-31Reduce
-0.25%
●
9.44 ($10.75) 12.24
$14.59
35.72%
Reduce -22.64%
315,182
-92,258
NEE 		NextEra Energy Inc2021-12-31Reduce
-0.19%
●
77.83 ($86.61) 93.36
$75.69
-12.61%
Reduce -2.19%
490,400
-11,000
PRTK 		Paratek Pharmaceuticals Inc2021-12-31Add
+0.09%
●
4.07 ($4.73) 5.3
$1.65
-65.12%
Add 7.44%
1,443,312
100,000
ALL 		Allstate Corp2021-12-31Reduce
-0.01%
●
107.13 ($118.04) 129
$105.59
-10.55%
Reduce -0.17%
299,300
-500
PFE 		Pfizer Inc2021-12-31Reduce
-0.01%
●
41.32 ($49.81) 61.25
$40.39
-18.91%
Reduce -0.18%
543,700
-1,000
ABT 		Abbott Laboratories2021-09-30Reduce
-1.78%
●
116.66 ($122.86) 129.06
$98.05
-20.19%
Reduce -30.24%
177,600
-77,000
UHAL 		Amerco Inc2021-09-30Reduce
-1.59%
●
55.91 ($62.69) 67.37
$54.17
-13.59%
Reduce -14.56%
797,850
-13,600
ABBV 		AbbVie Inc2021-09-30Reduce
-1.45%
●
106.4 ($114.24) 120.78
$158.02
38.32%
Reduce -17.56%
303,500
-64,626
CHMA Chiasma Inc2021-09-30Sold Out
-1.18%
●
3.76 ($4.31) 4.73
$3.76
-12.76%
Sold Out
0
-1,250,000
AMYT 		Amryt Pharma PLC2021-09-30New Buy
+1.09%
●
9.63 ($11.29) 12.47
$14.59
29.23%
New holding
407,440
407,440
AAPL 		Apple Inc2021-09-30Reduce
-1.02%
●
137.27 ($147.22) 156.69
$160.25
8.85%
Reduce -13.4%
242,700
-37,550
ALL 		Allstate Corp2021-09-30Reduce
-0.62%
●
127.31 ($132.2) 137.87
$105.59
-20.13%
Reduce -7.41%
299,800
-24,000
NEE 		NextEra Energy Inc2021-09-30Reduce
-0.61%
●
74.19 ($80.63) 86.48
$75.69
-6.13%
Reduce -7.66%
501,400
-41,600
RLI 		RLI Corp2021-09-30Reduce
-0.42%
●
100.27 ($106.42) 111.7
$130.08
22.23%
Reduce -89.47%
2,400
-20,400
SIRI 		Sirius XM Holdings Inc2021-09-30Reduce
-0.39%
●
5.98 ($6.29) 6.71
$3.77
-40.06%
Reduce -25.91%
857,843
-300,000
XEL 		Xcel Energy Inc2021-09-30Reduce
-0.30%
●
61.42 ($67.58) 70.61
$65.55
-3.00%
Reduce -5.19%
412,500
-22,600
CMS 		CMS Energy Corp2021-09-30Reduce
-0.27%
●
58.86 ($62.4) 65.61
$60.43
-3.16%
Reduce -4.74%
468,500
-23,300
BHC 		Bausch Health Companies Inc2021-09-30Reduce
-0.26%
●
25.04 ($28.4) 30.06
$7.23
-74.54%
Reduce -3.16%
1,381,000
-45,000
OGN 		Organon & Co2021-09-30New Buy
+0.24%
●
28.63 ($32.03) 35.64
$21.86
-31.75%
New holding
32,370
32,370
DUK 		Duke Energy Corp2021-09-30Reduce
-0.22%
●
97.05 ($103.5) 107.93
$94.37
-8.82%
Reduce -3.8%
286,200
-11,300
PRTK 		Paratek Pharmaceuticals Inc2021-09-30Add
+0.19%
●
4.7 ($5.53) 7.24
$1.65
-70.16%
Add 15.47%
1,343,312
180,000
VTRS 		Viatris Inc2021-09-30New Buy
+0.18%
●
13.25 ($14.21) 15.13
$9.33
-34.34%
New holding
61,512
61,512
PFE 		Pfizer Inc2021-09-30Reduce
-0.17%
●
39.25 ($44.27) 50.42
$40.39
-8.76%
Reduce -3.87%
544,700
-21,932
MRK 		Merck & Co Inc2021-09-30Reduce
-0.10%
●
71.68 ($76.11) 78.83
$104.80
37.70%
Reduce -1.97%
323,700
-6,500
FATE 		Fate Therapeutics Inc2021-09-30Reduce
-0.09%
●
59.27 ($78.58) 95.73
$5.39
-93.14%
Reduce -8.06%
57,000
-5,000
K 		Kellogg Co2021-09-30Sold Out
-0.06%
●
61.74 ($63.83) 66.99
$65.47
2.57%
Sold Out
0
-4,436
EDAP 		Edap TMS SA2021-09-30Reduce
-0.06%
●
5.52 ($6.13) 6.97
$11.24
83.36%
Reduce -7.48%
565,652
-45,726
GE 		General Electric Co2021-09-30Reduce
-0.04%
●
96 ($103.28) 107.84
$91.37
-11.53%
Reduce -1.76%
104,375
-1,875
AVA 		Avista Corp2021-09-30Reduce
-0.03%
●
39.06 ($41.9) 44.24
$41.13
-1.84%
Reduce -1.68%
205,000
-3,500
FTK 		Flotek Industries Inc2021-09-30Reduce
-0.01%
●
1.22 ($1.5) 1.81
$0.70
-53.16%
Reduce -7.87%
421,671
-36,000
CVX 		Chevron Corp2021-06-30Sold Out
-1.22%
●
100.95 ($105.53) 110.81
$156.06
47.88%
Sold Out
0
-58,600
IGMS 		IGM Biosciences Inc2021-06-30New Buy
+0.91%
●
57.98 ($74.19) 96.6
$15.38
-79.27%
New holding
55,000
55,000
MNKD 		MannKind Corp2021-06-30Reduce
-0.39%
●
3.61 ($4.32) 5.45
$3.99
-7.64%
Reduce -55.86%
395,073
-500,000
UHAL 		Amerco Inc2021-06-30Reduce
-0.28%
●
52.65 ($58.65) 63.2
$54.17
-7.64%
Reduce -2.4%
933,850
-2,300
XOM 		Exxon Mobil Corp2021-06-30Sold Out
-0.14%
●
55.27 ($59.59) 64.66
$103.53
73.74%
Sold Out
0
-12,684
IBM 		International Business Machines Corp2021-06-30Sold Out
-0.10%
●
131.18 ($142.75) 151.28
$125.29
-12.23%
Sold Out
0
-4,000
CHMA Chiasma Inc2021-06-30Add
+0.09%
●
2.82 ($3.76) 4.76
$3.76
0%
Add 8.7%
1,250,000
100,000
FATE 		Fate Therapeutics Inc2021-06-30Reduce
-0.05%
●
67.25 ($80.57) 92.52
$5.39
-93.31%
Reduce -4.62%
62,000
-3,000
NEE 		NextEra Energy Inc2021-06-30Reduce
-0.05%
●
71.54 ($75.04) 80.94
$75.69
0.87%
Reduce -0.64%
543,000
-3,500
MRK 		Merck & Co Inc2021-06-30Add
+0.05%
●
70.26 ($74.29) 77.77
$104.80
41.07%
Add 1.01%
330,200
3,300
ALL 		Allstate Corp2021-06-30Reduce
-0.02%
●
114.9 ($128.88) 139.26
$105.59
-18.07%
Reduce -0.31%
323,800
-1,000
EDAP 		Edap TMS SA2021-06-30Reduce
-0.02%
●
5.88 ($7.29) 9.54
$11.24
54.18%
Reduce -1.74%
611,378
-10,858
DUK 		Duke Energy Corp2021-06-30Reduce
-0.01%
●
96.28 ($100.33) 103.74
$94.37
-5.94%
Reduce -0.17%
297,500
-500
XEL 		Xcel Energy Inc2021-06-30Reduce
-0.01%
●
65.71 ($69.54) 72.59
$65.55
-5.74%
Reduce -0.23%
435,100
-1,000
WEC 		WEC Energy Group Inc2021-06-30Sold Out
-0.01%
●
88.95 ($94.16) 99.26
$93.22
-1.00%
Sold Out
0
-564
PFE 		Pfizer Inc2021-06-30Reduce
-0.01%
●
35.91 ($38.81) 40.68
$40.39
4.07%
Reduce -0.18%
566,632
-1,000
BHC 		Bausch Health Companies Inc2021-06-30Reduce
-0.01%
●
27.43 ($30.37) 32.7
$7.23
-76.19%
Reduce -0.07%
1,426,000
-1,000
100/Page
Total 117
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