Robert Bruce
Robert Bruce
13F
Bruce & Co.
Last update 2022-11-15 30 Stocks (1 new)
Value $342.00 Mil Turnover 3 %
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 %
IIIN
Insteel Industries IncIndustrial Products
585.87
274,000
7,269.00
New Holding
2.12
+2.12%
1.40
+23.61%
+9.45%
T
AT&T IncTelecommunication Services
136,572.48
1,072,000
16,444.00
+16.27%
4.81
+0.67%
0.02
+4.67%
+5.58%
UHAL
Amerco IncBusiness Services
13,480.35
754,550
38,423.00
0%
11.23
0%
0.04
+29.98%
+14.22%
ABBV
AbbVie IncDrug Manufacturers
255,739.97
223,500
29,995.00
0%
8.77
0%
0.01
-1.64%
-9.60%
MRK
Merck & Co IncDrug Manufacturers
270,374.63
323,700
27,877.00
0%
8.15
0%
0.01
+5.78%
-3.88%
PFE
Pfizer IncDrug Manufacturers
246,873.57
542,700
23,748.00
0%
6.94
0%
0.01
-6.25%
-13.37%
ABT
Abbott LaboratoriesMedical Devices & Instruments
192,141.83
167,600
16,216.00
0%
4.74
0%
0.01
+11.11%
+0.84%
AVA
Avista CorpUtilities - Regulated
2,995.30
205,000
7,595.00
0%
2.22
0%
0.28
+12.19%
-8.43%
EDAP
Edap TMS SAMedical Devices & Instruments
398.37
565,652
4,666.00
0%
1.36
0%
1.56
+6.78%
+3.38%
PRTK
Paratek Pharmaceuticals IncBiotechnology
114.99
1,557,312
4,002.00
0%
1.17
0%
2.80
-1.43%
+10.70%
NEM
Newmont CorpMetals & Mining
38,377.27
65,000
2,731.00
0%
0.80
0%
0.01
+11.77%
+2.44%
ASH
Ashland IncChemicals
5,804.89
25,000
2,374.00
0%
0.69
0%
0.05
-0.36%
-0.53%
AMYT
Amryt Pharma PLCDrug Manufacturers
933.22
315,182
2,181.00
0%
0.64
0%
0.49
+109.14%
+100.55%
FATE
Fate Therapeutics IncBiotechnology
627.72
57,000
1,277.00
0%
0.37
0%
0.06
-67.06%
-35.98%
IGMS
IGM Biosciences IncBiotechnology
955.03
55,000
1,250.00
0%
0.37
0%
0.13
+29.65%
+31.10%
OGN
Organon & CoDrug Manufacturers
7,549.54
31,970
748.00
0%
0.22
0%
0.01
+27.16%
+6.27%
MNKD
MannKind CorpBiotechnology
1,342.30
195,073
602.00
0%
0.18
0%
0.07
+33.86%
-3.23%
VTRS
Viatris IncDrug Manufacturers
14,455.20
61,512
524.00
0%
0.15
0%
0.01
+8.47%
+7.10%
RLI
RLI CorpInsurance
6,070.24
2,400
245.00
0%
0.07
0%
0.01
+7.48%
+1.70%
CMS
CMS Energy CorpUtilities - Regulated
17,673.42
418,500
24,373.00
-6.69%
7.12
-0.50%
0.14
+6.97%
-3.85%
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