Robert Bruce

Robert Bruce

13F
Bruce & Co.
Last update 2024-05-13 37 Stocks (2 new)
Value $297.00 Mil Turnover 3 %
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
XEL
Xcel Energy Inc2024-03-31Reduce
-2.23%
●
48.44 ($57.1) 63.73
$53.72
-5.92%
Reduce -34.13%
193,000
-100,000
BG
Bunge Global SA2024-03-31New Buy
+1.73%
●
86.5 ($93.58) 102.52
$103.77
10.89%
New holding
50,000
50,000
UHAL.B
U-Haul Holding Co2024-03-31Reduce
-1.07%
●
60.6 ($64.42) 69.46
$61.71
-4.21%
Reduce -8.02%
493,350
-43,000
ADM
Archer-Daniels Midland Co2024-03-31New Buy
+1.06%
●
51.38 ($58.7) 73.13
$60.49
3.05%
New holding
50,000
50,000
VICR
Vicor Corp2024-03-31Add
+0.19%
●
35.51 ($38.87) 47.18
$34.72
-10.68%
Add 50%
45,000
15,000
DAR
Darling Ingredients Inc2024-03-31Add
+0.16%
●
40.69 ($44.02) 50.48
$40.80
-7.31%
Add 7.14%
150,000
10,000
KOD
Kodiak Sciences Inc2024-03-31Reduce
-0.05%
●
3.01 ($4.9) 7.45
$3.07
-37.35%
Reduce -10.57%
423,000
-50,000
PFE
Pfizer Inc2023-12-31Reduce
-2.99%
●
26.13 ($30.23) 33.94
$28.88
-4.47%
Reduce -48.32%
268,500
-251,000
ABBV
AbbVie Inc2023-12-31Reduce
-1.34%
●
137.6 ($145.79) 154.97
$157.06
7.73%
Reduce -15.34%
138,000
-25,000
DAR
Darling Ingredients Inc2023-12-31Add
+1.24%
●
40.13 ($45.39) 50.76
$40.80
-10.11%
Add 100%
140,000
70,000
ALL
Allstate Corp2023-12-31Reduce
-1.20%
●
109.91 ($130.39) 144.36
$164.84
26.42%
Reduce -19.08%
127,200
-30,000
XEL
Xcel Energy Inc2023-12-31Reduce
-1.02%
●
55.03 ($60) 63.33
$53.72
-10.47%
Reduce -14.58%
293,000
-50,000
T
AT&T Inc2023-12-31Reduce
-0.81%
●
14.32 ($15.79) 17.22
$17.50
10.83%
Reduce -13.5%
961,000
-150,000
CMS
CMS Energy Corp2023-12-31Reduce
-0.76%
●
50.57 ($55.85) 59.91
$61.43
9.99%
Reduce -11.24%
316,000
-40,000
NEE
NextEra Energy Inc2023-12-31Reduce
-0.62%
●
49.32 ($56.99) 62.78
$76.61
34.43%
Reduce -9.27%
293,600
-30,000
BHC
Bausch Health Companies Inc2023-12-31Reduce
-0.61%
●
6.53 ($7.28) 8.23
$6.36
-12.64%
Reduce -24.24%
644,000
-206,000
UHAL.B
U-Haul Holding Co2023-12-31Reduce
-0.40%
●
46.65 ($54.41) 71.18
$61.71
13.42%
Reduce -3.83%
536,350
-21,350
ABT
Abbott Laboratories2023-12-31Reduce
-0.35%
●
90.19 ($99.92) 110.4
$103.95
4.03%
Reduce -6.25%
150,000
-10,000
AAPL
Apple Inc2023-12-31Reduce
-0.32%
●
166.89 ($184.64) 198.11
$189.98
2.89%
Reduce -12.9%
35,100
-5,200
DUK
Duke Energy Corp2023-12-31Reduce
-0.32%
●
85.44 ($90.95) 98.31
$102.17
12.34%
Reduce -4.68%
203,890
-10,000
IGMS
IGM Biosciences Inc2023-12-31Reduce
-0.17%
●
3.94 ($5.81) 8.79
$9.55
64.37%
Reduce -45.83%
65,000
-55,000
VICR
Vicor Corp2023-12-31Add
+0.16%
●
36.3 ($44.06) 58.86
$34.72
-21.20%
Add 50%
30,000
10,000
PSNL
Personalis Inc2023-12-31Add
+0.11%
●
0.93 ($1.29) 2.35
$1.34
3.88%
Add 100%
300,000
150,000
FATE
Fate Therapeutics Inc2023-12-31Reduce
-0.04%
●
1.65 ($2.36) 3.94
$3.52
49.15%
Reduce -28.5%
143,000
-57,000
WBD
Warner Bros. Discovery Inc2023-12-31Reduce
-0.01%
●
9.4 ($10.79) 12.49
$7.72
-28.41%
Reduce -10.2%
10,642
-1,209
MRK
Merck & Co Inc2023-09-30Reduce
-2.75%
●
102.95 ($107.78) 114.33
$129.49
20.14%
Reduce -26.52%
220,700
-79,672
DAR
Darling Ingredients Inc2023-09-30New Buy
+1.31%
●
51.82 ($62.48) 69.8
$40.80
-34.70%
New holding
70,000
70,000
UHAL.B
U-Haul Holding Co2023-09-30Reduce
-1.26%
●
49.62 ($54.26) 58.83
$61.71
13.73%
Reduce -12.93%
557,700
-82,830
DUK
Duke Energy Corp2023-09-30Reduce
-1.25%
●
86.65 ($91.68) 95.56
$102.17
11.44%
Reduce -17.84%
213,890
-46,429
ABBV
AbbVie Inc2023-09-30Reduce
-1.16%
●
133.59 ($146.8) 154.65
$157.06
6.99%
Reduce -14.99%
163,000
-28,743
AAPL
Apple Inc2023-09-30Reduce
-1.07%
●
170.43 ($183.38) 196.45
$189.98
3.60%
Reduce -31.46%
40,300
-18,501
CMS
CMS Energy Corp2023-09-30Reduce
-1.07%
●
52.7 ($57.92) 63.42
$61.43
6.06%
Reduce -14.58%
356,000
-60,755
PRTK Paratek Pharmaceuticals Inc2023-09-30Sold Out
-1.03%
●
2.18 ($2.2) 2.23
$2.23
1.36%
Sold Out
0
-1,556,247
XEL
Xcel Energy Inc2023-09-30Reduce
-0.54%
●
55.59 ($60.11) 65.21
$53.72
-10.63%
Reduce -7.73%
343,000
-28,754
NEE
NextEra Energy Inc2023-09-30Reduce
-0.48%
●
57.08 ($69.23) 75.9
$76.61
10.66%
Reduce -6.23%
323,600
-21,514
VICR
Vicor Corp2023-09-30New Buy
+0.42%
●
52.95 ($66.28) 95.14
$34.72
-47.62%
New holding
20,000
20,000
ALL
Allstate Corp2023-09-30Reduce
-0.32%
●
101.18 ($109.12) 115.24
$164.84
51.06%
Reduce -5.78%
157,200
-9,644
ABT
Abbott Laboratories2023-09-30Reduce
-0.22%
●
95.53 ($105.03) 114.62
$103.95
-1.03%
Reduce -4.1%
160,000
-6,843
PFE
Pfizer Inc2023-09-30Reduce
-0.21%
●
32.09 ($35.36) 37.51
$28.88
-18.33%
Reduce -3.55%
519,500
-19,126
IGMS
IGM Biosciences Inc2023-09-30Add
+0.20%
●
6.66 ($8.48) 10.64
$9.55
12.62%
Add 118.18%
120,000
65,000
BHC
Bausch Health Companies Inc2023-09-30Reduce
-0.18%
●
7.69 ($8.62) 9.71
$6.36
-26.22%
Reduce -8.19%
850,000
-75,780
SIRI
Sirius XM Holdings Inc2023-09-30Reduce
-0.14%
●
3.88 ($4.65) 7.81
$2.75
-40.86%
Reduce -15.2%
557,843
-100,000
UHAL
U-Haul Holding Co2023-09-30Reduce
-0.07%
●
54.57 ($58.08) 62.1
$64.22
10.57%
Reduce -5.3%
70,805
-3,959
AVA
Avista Corp2023-09-30Reduce
-0.04%
●
32.1 ($35.72) 39.58
$36.78
2.97%
Reduce -1.71%
201,500
-3,500
T
AT&T Inc2023-09-30Reduce
-0.04%
●
13.45 ($14.66) 16.12
$17.50
19.37%
Reduce -0.83%
1,111,000
-9,254
EDAP
Edap TMS SA2023-09-30Reduce
-0.03%
●
6.2 ($7.94) 9.34
$6.12
-22.92%
Reduce -2.12%
553,652
-12,000
RLI
RLI Corp2023-09-30Reduce
-0.02%
●
128.32 ($134.97) 139.99
$145.88
8.08%
Reduce -16.67%
2,000
-400
WBD
Warner Bros. Discovery Inc2023-09-30Reduce
-0.01%
●
10.66 ($12.48) 14.47
$7.72
-38.10%
Reduce -19.99%
11,851
-2,960
OGN
Organon & Co2023-09-30Reduce
0%
●
16.59 ($20.85) 23.77
$20.99
0.67%
Reduce -0.89%
31,190
-280
VTRS
Viatris Inc2023-09-30Reduce
0%
●
9.59 ($10.41) 11.35
$10.41
0%
Reduce -2.16%
58,252
-1,287
AAPL
Apple Inc2023-06-30Reduce
-0.24%
●
160.1 ($174.1) 193.97
$189.98
9.12%
Reduce -7.84%
58,801
-5,000
CRBU
Caribou Biosciences Inc2023-06-30Add
+0.13%
●
4.04 ($4.51) 5.47
$2.97
-34.15%
Add 100%
200,000
100,000
T
AT&T Inc2023-06-30Reduce
-0.06%
●
15.15 ($17.07) 19.96
$17.50
2.52%
Reduce -0.88%
1,120,254
-10,000
LVTX
LAVA Therapeutics NV2023-06-30Add
+0.06%
●
1.4 ($1.84) 2.6
$2.64
43.48%
Add 14.88%
771,874
100,000
KOD
Kodiak Sciences Inc2023-03-31New Buy
+0.84%
●
4.81 ($7) 8.89
$3.07
-56.14%
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
$32.04
10.22%
Add 25.34%
343,423
69,423
ABBV
AbbVie Inc2023-03-31Reduce
-0.47%
●
144.61 ($152.88) 166.55
$157.06
2.73%
Reduce -5.31%
191,743
-10,757
ALL
Allstate Corp2023-03-31Reduce
-0.42%
●
105.11 ($126.41) 141.37
$164.84
30.40%
Reduce -6.43%
166,844
-11,456
UHAL.B
U-Haul Holding Co2023-03-31Reduce
-0.30%
●
48.65 ($56.73) 62.87
$61.71
8.78%
Reduce -3.03%
640,530
-20,000
LVTX
LAVA Therapeutics NV2023-03-31Add
+0.27%
●
1.59 ($2.8) 3.97
$2.64
-5.71%
Add 571.87%
671,874
571,874
FATE
Fate Therapeutics Inc2023-03-31Add
+0.24%
●
4.24 ($6.03) 11.12
$3.52
-41.63%
Add 250.88%
200,000
143,000
CRBU
Caribou Biosciences Inc2023-03-31New Buy
+0.15%
●
4.3 ($6.23) 7.78
$2.97
-52.33%
New holding
100,000
100,000
SUPN
Supernus Pharmaceuticals Inc2023-03-31Reduce
-0.10%
●
34.93 ($38.45) 42.03
$27.51
-28.45%
Reduce -10.86%
82,105
-10,000
PSNL
Personalis Inc2023-03-31Add
+0.08%
●
2.01 ($2.81) 4.17
$1.34
-52.31%
Add 200%
150,000
100,000
MRK
Merck & Co Inc2023-03-31Reduce
-0.07%
●
102.94 ($107.97) 114.84
$129.49
19.93%
Reduce -0.77%
300,372
-2,328
PFE
Pfizer Inc2023-03-31Reduce
-0.06%
●
39.39 ($43.19) 51.26
$28.88
-33.13%
Reduce -0.75%
538,626
-4,074
NEE
NextEra Energy Inc2023-03-31Reduce
-0.05%
●
69.87 ($76.9) 85.74
$76.61
-0.38%
Reduce -0.69%
345,114
-2,386
CMS
CMS Energy Corp2023-03-31Reduce
-0.03%
●
57.78 ($61.47) 65.39
$61.43
-0.07%
Reduce -0.42%
416,755
-1,745
ABT
Abbott Laboratories2023-03-31Reduce
-0.02%
●
96.86 ($105.58) 114.01
$103.95
-1.54%
Reduce -0.45%
166,843
-757
AAPL
Apple Inc2023-03-31Reduce
-0.02%
●
125.02 ($147.55) 164.9
$189.98
28.76%
Reduce -1.08%
63,801
-699
DUK
Duke Energy Corp2023-03-31Reduce
-0.02%
●
91.55 ($98.79) 105.66
$102.17
3.42%
Reduce -0.34%
260,319
-881
T
AT&T Inc2023-03-31Reduce
-0.01%
●
18.13 ($19.11) 20.42
$17.50
-8.42%
Reduce -0.15%
1,130,254
-1,746
NEM
Newmont Corp2023-03-31Add
+0.01%
●
41.74 ($48.47) 55.09
$41.98
-13.39%
Add 0.92%
65,600
600
BHC
Bausch Health Companies Inc2023-03-31Reduce
-0.01%
●
6.28 ($8.03) 9.85
$6.36
-20.80%
Reduce -0.56%
925,780
-5,220
XEL
Xcel Energy Inc2023-03-31Reduce
-0.01%
●
63.22 ($67.48) 72.78
$53.72
-20.39%
Reduce -0.2%
371,754
-746
UHAL
U-Haul Holding Co2023-03-31Reduce
0%
●
54.17 ($62.92) 69.67
$64.22
2.07%
Reduce -0.39%
74,764
-291
WBD
Warner Bros. Discovery Inc2023-03-31Add
0%
●
9.54 ($14.23) 15.94
$7.72
-45.71%
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
$10.41
-6.13%
Reduce -1.22%
59,539
-733
UHAL
U-Haul Holding Co2022-12-31Reduce
-10.11%
●
50.32 ($57.53) 66.84
$64.22
11.63%
Reduce -90.05%
75,055
-679,495
UHAL.B
U-Haul Holding Co2022-12-31New Buy
+9.91%
●
52.06 ($57.91) 66.74
$61.71
6.56%
New holding
660,530
660,530
ALL
Allstate Corp2022-12-31Reduce
-1.86%
●
117.71 ($130.77) 137.38
$164.84
26.05%
Reduce -22.24%
178,300
-51,000
ABBV
AbbVie Inc2022-12-31Reduce
-0.82%
●
138.31 ($153.33) 165.99
$157.06
2.43%
Reduce -9.4%
202,500
-21,000
MRK
Merck & Co Inc2022-12-31Reduce
-0.53%
●
87.44 ($102.22) 112.12
$129.49
26.68%
Reduce -6.49%
302,700
-21,000
WBD
Warner Bros.Discovery Inc2022-12-31Reduce
-0.36%
●
8.87 ($11.29) 13.57
$7.72
-31.58%
Reduce -88.16%
14,510
-108,048
T
AT&T Inc2022-12-31Add
+0.30%
●
14.63 ($17.9) 19.3
$17.50
-2.23%
Add 5.6%
1,132,000
60,000
SUPN
Supernus Pharmaceuticals Inc2022-12-31Reduce
-0.30%
●
31.09 ($34.75) 37.88
$27.51
-20.83%
Reduce -24.57%
92,105
-30,000
ASH
Ashland Inc2022-12-31Reduce
-0.28%
●
94.11 ($105.39) 113.58
$99.65
-5.45%
Reduce -40%
15,000
-10,000
GE
General Electric Co2022-12-31Sold Out
-0.18%
●
49.63 ($61.57) 68.78
$167.33
171.77%
Sold Out
0
-10,000
MASS
908 Devices Inc2022-12-31New Buy
+0.14%
●
7 ($12.1) 17.96
$6.48
-46.45%
New holding
68,286
68,286
LVTX
LAVA Therapeutics NV2022-12-31New Buy
+0.10%
●
3.37 ($4.59) 7.31
$2.64
-42.48%
New holding
100,000
100,000
AAPL
Apple Inc2022-12-31Reduce
-0.06%
●
126.04 ($142.91) 155.74
$189.98
32.94%
Reduce -2.27%
64,500
-1,500
NEE
NextEra Energy Inc2022-12-31Reduce
-0.06%
●
70.64 ($80.78) 87.15
$76.61
-5.16%
Reduce -0.71%
347,500
-2,500
PSNL
Personalis Inc2022-12-31New Buy
+0.03%
●
1.78 ($2.52) 3.64
$1.34
-46.83%
New holding
50,000
50,000
OGN
Organon & Co2022-12-31Reduce
0%
●
23.31 ($25.57) 28.62
$20.99
-17.91%
Reduce -1.56%
31,470
-500
VTRS
Viatris Inc2022-12-31Reduce
0%
●
8.72 ($10.45) 11.56
$10.41
-0.38%
Reduce -2.02%
60,272
-1,240
AAPL
Apple Inc2022-09-30Reduce
-2.41%
●
138.2 ($156.95) 174.55
$189.98
21.04%
Reduce -51.97%
66,000
-71,400
IIIN
Insteel Industries Inc2022-09-30New Buy
+2.12%
●
26.2 ($31) 40.81
$32.04
3.35%
New holding
274,000
274,000
NEE
NextEra Energy Inc2022-09-30Reduce
-2.11%
●
77.51 ($84.84) 91
$76.61
-9.70%
Reduce -23.91%
350,000
-110,000
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