Robert Bruce

Robert Bruce

13F
Bruce & Co.
Last update 2023-08-08 34 Stocks (0 new)
Value $334.00 Mil Turnover 0 %
Countries:
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 Portfolio and Latest Trades

Type:
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AAPL
Apple Inc2023-06-30Reduce
-0.24%
●
160.1 ($174.1) 193.97
$176.08
1.14%
Reduce -7.84%
58,801
-5,000
CRBU
Caribou Biosciences Inc2023-06-30Add
+0.13%
●
4.04 ($4.51) 5.47
$4.96
9.98%
Add 100%
200,000
100,000
T
AT&T Inc2023-06-30Reduce
-0.06%
●
15.15 ($17.07) 19.96
$15.06
-11.78%
Reduce -0.88%
1,120,254
-10,000
LVTX
LAVA Therapeutics NV2023-06-30Add
+0.06%
●
1.4 ($1.84) 2.6
$1.52
-17.39%
Add 14.88%
771,874
100,000
KOD
Kodiak Sciences Inc2023-03-31New Buy
+0.84%
●
4.81 ($7) 8.89
$2.04
-70.86%
New holding
473,000
473,000
AMYT Amryt Pharma PLC2023-03-31Sold Out
-0.63%
●
7 ($14.13) 14.77
$14.70
4.03%
Sold Out
0
-315,182
IIIN
Insteel Industries Inc2023-03-31Add
+0.55%
●
26.57 ($29.07) 31.67
$31.67
8.94%
Add 25.34%
343,423
69,423
ABBV
AbbVie Inc2023-03-31Reduce
-0.47%
●
144.61 ($152.88) 166.55
$154.65
1.16%
Reduce -5.31%
191,743
-10,757
ALL
Allstate Corp2023-03-31Reduce
-0.42%
●
105.11 ($126.41) 141.37
$115.24
-8.84%
Reduce -6.43%
166,844
-11,456
UHAL.B
U-Haul Holding Co2023-03-31Reduce
-0.30%
●
48.65 ($56.73) 62.87
$54.10
-4.64%
Reduce -3.03%
640,530
-20,000
LVTX
LAVA Therapeutics NV2023-03-31Add
+0.27%
●
1.59 ($2.8) 3.97
$1.52
-45.71%
Add 571.87%
671,874
571,874
FATE
Fate Therapeutics Inc2023-03-31Add
+0.24%
●
4.24 ($6.03) 11.12
$2.08
-65.51%
Add 250.88%
200,000
143,000
CRBU
Caribou Biosciences Inc2023-03-31New Buy
+0.15%
●
4.3 ($6.23) 7.78
$4.96
-20.39%
New holding
100,000
100,000
SUPN
Supernus Pharmaceuticals Inc2023-03-31Reduce
-0.10%
●
34.93 ($38.45) 42.03
$28.56
-25.72%
Reduce -10.86%
82,105
-10,000
PSNL
Personalis Inc2023-03-31Add
+0.08%
●
2.01 ($2.81) 4.17
$1.22
-56.58%
Add 200%
150,000
100,000
MRK
Merck & Co Inc2023-03-31Reduce
-0.07%
●
102.94 ($107.97) 114.84
$105.84
-1.97%
Reduce -0.77%
300,372
-2,328
PFE
Pfizer Inc2023-03-31Reduce
-0.06%
●
39.39 ($43.19) 51.26
$32.98
-23.64%
Reduce -0.75%
538,626
-4,074
NEE
NextEra Energy Inc2023-03-31Reduce
-0.05%
●
69.87 ($76.9) 85.74
$67.47
-12.26%
Reduce -0.69%
345,114
-2,386
CMS
CMS Energy Corp2023-03-31Reduce
-0.03%
●
57.78 ($61.47) 65.39
$55.94
-9.00%
Reduce -0.42%
416,755
-1,745
ABT
Abbott Laboratories2023-03-31Reduce
-0.02%
●
96.86 ($105.58) 114.01
$97.47
-7.68%
Reduce -0.45%
166,843
-757
AAPL
Apple Inc2023-03-31Reduce
-0.02%
●
125.02 ($147.55) 164.9
$176.08
19.34%
Reduce -1.08%
63,801
-699
DUK
Duke Energy Corp2023-03-31Reduce
-0.02%
●
91.55 ($98.79) 105.66
$93.31
-5.55%
Reduce -0.34%
260,319
-881
T
AT&T Inc2023-03-31Reduce
-0.01%
●
18.13 ($19.11) 20.42
$15.06
-21.19%
Reduce -0.15%
1,130,254
-1,746
NEM
Newmont Corp2023-03-31Add
+0.01%
●
41.74 ($48.47) 55.09
$40.48
-16.48%
Add 0.92%
65,600
600
BHC
Bausch Health Companies Inc2023-03-31Reduce
-0.01%
●
6.28 ($8.03) 9.85
$8.25
2.74%
Reduce -0.56%
925,780
-5,220
XEL
Xcel Energy Inc2023-03-31Reduce
-0.01%
●
63.22 ($67.48) 72.78
$59.49
-11.84%
Reduce -0.2%
371,754
-746
UHAL
U-Haul Holding Co2023-03-31Reduce
0%
●
54.17 ($62.92) 69.67
$56.71
-9.87%
Reduce -0.39%
74,764
-291
WBD
Warner Bros. Discovery Inc2023-03-31Add
0%
●
9.54 ($14.23) 15.94
$10.66
-25.09%
Add 2.07%
14,811
301
PRTK
Paratek Pharmaceuticals Inc2023-03-31Reduce
0%
●
1.37 ($1.98) 2.54
$2.23
12.63%
Reduce -0.07%
1,556,247
-1,065
VTRS
Viatris Inc2023-03-31Reduce
0%
●
9.2 ($11.09) 12.26
$9.72
-12.35%
Reduce -1.22%
59,539
-733
UHAL
U-Haul Holding Co2022-12-31Reduce
-10.11%
●
50.32 ($57.53) 66.84
$56.71
-1.43%
Reduce -90.05%
75,055
-679,495
UHAL.B
U-Haul Holding Co2022-12-31New Buy
+9.91%
●
52.06 ($57.91) 66.74
$54.10
-6.58%
New holding
660,530
660,530
ALL
Allstate Corp2022-12-31Reduce
-1.86%
●
117.71 ($130.77) 137.38
$115.24
-11.88%
Reduce -22.24%
178,300
-51,000
ABBV
AbbVie Inc2022-12-31Reduce
-0.82%
●
138.31 ($153.33) 165.99
$154.65
0.86%
Reduce -9.4%
202,500
-21,000
MRK
Merck & Co Inc2022-12-31Reduce
-0.53%
●
87.44 ($102.22) 112.12
$105.84
3.54%
Reduce -6.49%
302,700
-21,000
WBD
Warner Bros.Discovery Inc2022-12-31Reduce
-0.36%
●
8.87 ($11.29) 13.57
$10.66
-5.58%
Reduce -88.16%
14,510
-108,048
T
AT&T Inc2022-12-31Add
+0.30%
●
14.63 ($17.9) 19.3
$15.06
-15.87%
Add 5.6%
1,132,000
60,000
SUPN
Supernus Pharmaceuticals Inc2022-12-31Reduce
-0.30%
●
31.09 ($34.75) 37.88
$28.56
-17.81%
Reduce -24.57%
92,105
-30,000
ASH
Ashland Inc2022-12-31Reduce
-0.28%
●
94.11 ($105.39) 113.58
$82.99
-21.25%
Reduce -40%
15,000
-10,000
GE
General Electric Co2022-12-31Sold Out
-0.18%
●
49.63 ($61.57) 68.78
$111.72
81.45%
Sold Out
0
-10,000
MASS
908 Devices Inc2022-12-31New Buy
+0.14%
●
7 ($12.1) 17.96
$6.05
-50.00%
New holding
68,286
68,286
LVTX
LAVA Therapeutics NV2022-12-31New Buy
+0.10%
●
3.37 ($4.59) 7.31
$1.52
-66.88%
New holding
100,000
100,000
AAPL
Apple Inc2022-12-31Reduce
-0.06%
●
126.04 ($142.91) 155.74
$176.08
23.21%
Reduce -2.27%
64,500
-1,500
NEE
NextEra Energy Inc2022-12-31Reduce
-0.06%
●
70.64 ($80.78) 87.15
$67.47
-16.48%
Reduce -0.71%
347,500
-2,500
PSNL
Personalis Inc2022-12-31New Buy
+0.03%
●
1.78 ($2.52) 3.64
$1.22
-51.59%
New holding
50,000
50,000
OGN
Organon & Co2022-12-31Reduce
0%
●
23.31 ($25.57) 28.62
$17.88
-30.07%
Reduce -1.56%
31,470
-500
VTRS
Viatris Inc2022-12-31Reduce
0%
●
8.72 ($10.45) 11.56
$9.72
-6.99%
Reduce -2.02%
60,272
-1,240
AAPL
Apple Inc2022-09-30Reduce
-2.41%
●
138.2 ($156.95) 174.55
$176.08
12.19%
Reduce -51.97%
66,000
-71,400
IIIN
Insteel Industries Inc2022-09-30New Buy
+2.12%
●
26.2 ($31) 40.81
$31.67
2.16%
New holding
274,000
274,000
NEE
NextEra Energy Inc2022-09-30Reduce
-2.11%
●
77.51 ($84.84) 91
$67.47
-20.47%
Reduce -23.91%
350,000
-110,000
ALL
Allstate Corp2022-09-30Reduce
-1.25%
●
113.92 ($124.25) 133.02
$115.24
-7.25%
Reduce -14.85%
229,300
-40,000
GE
General Electric Co2022-09-30Reduce
-1.17%
●
61.09 ($70.58) 81.07
$111.72
58.29%
Reduce -88.15%
10,000
-74,375
BHC
Bausch Health Companies Inc2022-09-30Reduce
-0.93%
●
4.58 ($6.95) 9.21
$8.25
18.71%
Reduce -32.59%
931,000
-450,000
XEL
Xcel Energy Inc2022-09-30Reduce
-0.70%
●
64 ($72.8) 77.41
$59.49
-18.28%
Reduce -9.7%
372,500
-40,000
T
AT&T Inc2022-09-30Add
+0.67%
●
15.34 ($18.19) 21.31
$15.06
-17.21%
Add 16.27%
1,072,000
150,000
DUK
Duke Energy Corp2022-09-30Reduce
-0.66%
●
93.02 ($107.4) 113.24
$93.31
-13.12%
Reduce -8.74%
261,200
-25,000
SUPN
Supernus Pharmaceuticals Inc2022-09-30Reduce
-0.57%
●
28.79 ($32.54) 35.51
$28.56
-12.23%
Reduce -39.58%
122,105
-80,000
CMS
CMS Energy Corp2022-09-30Reduce
-0.50%
●
58.24 ($67.27) 70.94
$55.94
-16.84%
Reduce -6.69%
418,500
-30,000
WBD
Warner Bros.Discovery Inc2022-09-30Reduce
-0.33%
●
11.32 ($13.59) 17.48
$10.66
-21.56%
Reduce -44.93%
122,558
-100,000
SIRI
Sirius XM Holdings Inc2022-09-30Reduce
-0.15%
●
5.71 ($6.29) 6.78
$4.01
-36.25%
Reduce -13.2%
657,843
-100,000
ABBV
AbbVie Inc2022-06-30Reduce
-0.70%
●
137.62 ($152.95) 174.96
$154.65
1.11%
Reduce -8.21%
223,500
-20,000
NEE
NextEra Energy Inc2022-06-30Reduce
-0.55%
●
68.51 ($76.27) 87.08
$67.47
-11.54%
Reduce -6.12%
460,000
-30,000
GE
General Electric Co2022-06-30Reduce
-0.40%
●
63.67 ($77.99) 92.49
$111.72
43.25%
Reduce -19.16%
84,375
-20,000
CMS
CMS Energy Corp2022-06-30Reduce
-0.30%
●
61.16 ($69.07) 73.56
$55.94
-19.01%
Reduce -4.27%
448,500
-20,000
ALL
Allstate Corp2022-06-30Reduce
-0.30%
●
119.53 ($131.13) 143.86
$115.24
-12.12%
Reduce -3.58%
269,300
-10,000
MNKD
MannKind Corp2022-06-30Reduce
-0.16%
●
2.67 ($3.67) 4.77
$4.01
9.26%
Reduce -50.62%
195,073
-200,000
SUPN
Supernus Pharmaceuticals Inc2022-06-30Reduce
-0.14%
●
25.33 ($28.7) 34.25
$28.56
-0.49%
Reduce -9%
202,105
-20,000
UHAL
Amerco Inc2022-06-30Add
+0.01%
●
45.17 ($51.83) 59.69
$56.71
9.42%
Add 0.13%
754,550
100
WBD
Warner Bros.Discovery Inc2022-06-30Reduce
0%
●
13.17 ($18.65) 26
$10.66
-42.84%
Reduce -0.22%
222,558
-489
T
AT&T Inc2022-03-31New Buy
+2.30%
●
17.28 ($18.51) 20.61
$15.06
-18.64%
New holding
922,000
922,000
ABBV
AbbVie Inc2022-03-31Reduce
-1.69%
●
131.98 ($145.09) 163.75
$154.65
6.59%
Reduce -19.77%
243,500
-60,000
AAPL
Apple Inc2022-03-31Reduce
-1.11%
●
150.62 ($168.23) 182.01
$176.08
4.67%
Reduce -17.92%
137,400
-30,000
SUPN
Supernus Pharmaceuticals Inc2022-03-31Reduce
-1.09%
●
28.51 ($30.69) 32.9
$28.56
-6.94%
Reduce -44.76%
222,105
-180,000
ALL
Allstate Corp2022-03-31Reduce
-0.49%
●
117.69 ($125.51) 141.8
$115.24
-8.18%
Reduce -6.68%
279,300
-20,000
ABT
Abbott Laboratories2022-03-31Reduce
-0.29%
●
114.02 ($123.92) 139.04
$97.47
-21.34%
Reduce -5.63%
167,600
-10,000
SIRI
Sirius XM Holdings Inc2022-03-31Reduce
-0.13%
●
5.97 ($6.29) 6.86
$4.01
-36.25%
Reduce -11.66%
757,843
-100,000
FTK
Flotek Industries Inc2022-03-31Sold Out
-0.10%
●
0.73 ($1.19) 1.83
$4.20
252.74%
Sold Out
0
-421,671
PRTK
Paratek Pharmaceuticals Inc2022-03-31Add
+0.07%
●
2.94 ($3.77) 4.77
$2.23
-40.85%
Add 7.9%
1,557,312
114,000
NEE
NextEra Energy Inc2022-03-31Reduce
-0.01%
●
72.32 ($80.1) 91.66
$67.47
-15.77%
Reduce -0.08%
490,000
-400
PFE
Pfizer Inc2022-03-31Reduce
-0.01%
●
45.75 ($51.88) 56.69
$32.98
-36.43%
Reduce -0.18%
542,700
-1,000
OGN
Organon & Co2022-03-31Reduce
0%
●
30.45 ($34.21) 39.36
$17.88
-47.73%
Reduce -1.24%
31,970
-400
AAPL
Apple Inc2021-12-31Reduce
-2.36%
●
139.14 ($158.61) 180.33
$176.08
11.01%
Reduce -31.03%
167,400
-75,300
UHAL
Amerco Inc2021-12-31Reduce
-0.63%
●
65.13 ($72.09) 75.93
$56.71
-21.33%
Reduce -5.55%
753,550
-4,430
AMYT Amryt Pharma PLC2021-12-31Reduce
-0.25%
●
9.44 ($10.75) 12.24
$14.70
36.74%
Reduce -22.64%
315,182
-92,258
NEE
NextEra Energy Inc2021-12-31Reduce
-0.19%
●
77.83 ($86.61) 93.36
$67.47
-22.10%
Reduce -2.19%
490,400
-11,000
PRTK
Paratek Pharmaceuticals Inc2021-12-31Add
+0.09%
●
4.07 ($4.73) 5.3
$2.23
-52.85%
Add 7.44%
1,443,312
100,000
ALL
Allstate Corp2021-12-31Reduce
-0.01%
●
107.13 ($118.04) 129
$115.24
-2.37%
Reduce -0.17%
299,300
-500
PFE
Pfizer Inc2021-12-31Reduce
-0.01%
●
41.32 ($49.81) 61.25
$32.98
-33.79%
Reduce -0.18%
543,700
-1,000
ABT
Abbott Laboratories2021-09-30Reduce
-1.78%
●
116.66 ($122.86) 129.06
$97.47
-20.67%
Reduce -30.24%
177,600
-77,000
UHAL
Amerco Inc2021-09-30Reduce
-1.59%
●
55.91 ($62.69) 67.37
$56.71
-9.54%
Reduce -14.56%
797,850
-13,600
ABBV
AbbVie Inc2021-09-30Reduce
-1.45%
●
106.4 ($114.24) 120.78
$154.65
35.37%
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
$14.70
30.20%
New holding
407,440
407,440
AAPL
Apple Inc2021-09-30Reduce
-1.02%
●
137.27 ($147.22) 156.69
$176.08
19.60%
Reduce -13.4%
242,700
-37,550
ALL
Allstate Corp2021-09-30Reduce
-0.62%
●
127.31 ($132.2) 137.87
$115.24
-12.83%
Reduce -7.41%
299,800
-24,000
NEE
NextEra Energy Inc2021-09-30Reduce
-0.61%
●
74.19 ($80.63) 86.48
$67.47
-16.32%
Reduce -7.66%
501,400
-41,600
RLI
RLI Corp2021-09-30Reduce
-0.42%
●
100.27 ($106.42) 111.7
$139.42
31.01%
Reduce -89.47%
2,400
-20,400
SIRI
Sirius XM Holdings Inc2021-09-30Reduce
-0.39%
●
5.98 ($6.29) 6.71
$4.01
-36.25%
Reduce -25.91%
857,843
-300,000
XEL
Xcel Energy Inc2021-09-30Reduce
-0.30%
●
61.42 ($67.58) 70.61
$59.49
-11.97%
Reduce -5.19%
412,500
-22,600
CMS
CMS Energy Corp2021-09-30Reduce
-0.27%
●
58.86 ($62.4) 65.61
$55.94
-10.35%
Reduce -4.74%
468,500
-23,300
100/Page
Total 113

Robert Bruce News

  • 1

Discussions on Robert Bruce

No discussions yet.