All-In-One Screener
Ben Graham Lost Formula
Canadian Faster Growers
CEO Buys
CEO Buys after Price Drop > 20%
Dividend Aristocrats 2022
Dividend Growth Portfolio
Dividend Income Portfolio
Fast Growers
Good Companies
Hedge Fund Guru Top 10 Aggregated
High Quality
High Quality Low Capex w ROE ROC min
High Quality & Low Capex
High Yield Insider Buys
Historical High Dividend Yields
International Gurus' Top Holdings
James Montier Short Screen
Margin Decliners
Mega Caps
Peter Lynch & Warren Buffett
Peter Lynch Growth w Lower Valuation
Peter Lynch S&L Traded Below Book
PFCF Screener
Piotroski Score Screener
Predictable Growth Companies
Profitable predictable margin expanders
Stocks Sold w less Cash
The Stalwarts
Stock Ideas
All-In-One Screener
S&P 500 Map
S&P 500 Bubble
S&P 500 Aggregate
Buffett-Munger Screener
Industry Overview
Undervalued Predictable
Benjamin Graham Net-Net
52-week/3Y/5Y Lows
52-week/3Y/5Y Highs
Magic Formula(Greenblatt)
Dividend Stocks
Peter Lynch Screen
S&P500 Grid
Predictable Companies
Spin Off List
Historical Low P/B List
Historical Low P/S List
High Short Interest
Upcoming Special Dividends
Delisted Stocks
Latest Guru Picks
Real Time Picks
Guru Portfolio
Top 10 Holdings View
Guru Bargains
Hot Picks
Aggregated Portfolio
Consensus Picks
ETFS
Score Board
Sector Picks
International Picks
Industry Trends
Geographic Trend
Options
European Shorting
Economic Data
Industry Overview
U.S. Treasury Yield Curve
Buffett Indicator
Global Market Valuations
Shiller P/E
Shiller P/E by Sectors
GF Value for SP500 Index
Buffett Assets Allocation
Tools
Support
Tutorials
 | |
|
Robert Bruce
13F | |
| Bruce & Co. | |
| Last update 2022-08-09 | 29 Stocks (0 new) |
| Value $404.00 Mil | Turnover 0 % |
| 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.
Bruce & Co. has disclosed 29 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2022-06-30. The current portfolio value is calculated to be $404.00 Mil. The turnover rate is 0%.
In Robert Bruce's current portfolio as of 2022-06-30, the top 5 holdings are
Amerco Inc (UHAL), NextEra Energy Inc (NEE), AbbVie Inc (ABBV), Allstate Corp (ALL), Duke Energy Corp (DUK), not including call and put options.
Robert Bruce did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Robert Bruce, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Robert Bruce, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Robert Bruce.
This section is for Premium P Membership subscribers only.
GuruFocus Premium
P Membership 30-year financial data
All-in-one screener
Graham, Buffett, and Lynch value screens
Interactive charts
Warning signs
Real time Guru picks and Portfolios
Excel Add-In, API (2000 queries/month)
Research Tools
Education
Company
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. It has an affiliated registered investment adviser, which serves as the subadviser to an exchange traded fund. This investment adviser does not provide advice to individual investors. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes provided by InterActive Data. Fundamental company data provided by Morningstar, updated daily.
© 2004-2022 GuruFocus.com, LLC. All Rights Reserved.