 | |
Robert Bruce13F | |
| Bruce & Co. | |
| Last update 2025-02-11 | 39 Stocks (1 new) |
| Value $310.00 Mil | Turnover 3 % |
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 Top Holdings of 2024-12-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UHAL.B | U-Haul Holding Co | 467,000 | 29,911.3 | -7.99% | 9.650 | -0.85% | 0.250 | -15.17% | -15.27% | 10,342.2 | Business Services | |
ALL | Allstate Corp | 130,500 | 25,159.1 | 0% | 8.120 | 0% | 0.050 | +4.70% | +3.63% | 52,707.0 | Insurance | |
ABBV | AbbVie Inc | 137,500 | 24,433.8 | -6.14% | 7.880 | -0.52% | 0.010 | +11.43% | +10.94% | 342,315.0 | Drug Manufacturers | |
NEE | NextEra Energy Inc | 315,000 | 22,582.3 | -5.49% | 7.290 | -0.45% | 0.020 | -4.35% | -5.42% | 138,442.9 | Utilities - Regulated | |
MRK | Merck & Co Inc | 212,800 | 21,169.3 | -0.79% | 6.830 | -0.06% | 0.010 | -13.06% | -14.11% | 213,163.7 | Drug Manufacturers | |
DUK | Duke Energy Corp | 195,816 | 21,097.2 | 0% | 6.810 | 0% | 0.030 | +11.03% | +14.00% | 94,563.5 | Utilities - Regulated | |
CMS | CMS Energy Corp | 286,000 | 19,061.9 | -7.74% | 6.150 | -0.50% | 0.100 | +12.83% | +11.34% | 22,023.8 | Utilities - Regulated | |
T | AT&T Inc | 773,000 | 17,601.2 | -21.44% | 5.680 | -1.36% | 0.010 | +13.86% | +22.70% | 196,450.8 | Telecommunication Services | |
ABT | Abbott Laboratories | 148,300 | 16,774.2 | -2.63% | 5.410 | -0.13% | 0.010 | +2.54% | +16.52% | 226,329.2 | Medical Devices & Instruments | |
AER | AerCap Holdings NV | 150,000 | 14,355.0 | +87.50% | 4.630 | +2.16% | 0.080 | +10.66% | +10.80% | 19,750.5 | Business Services |
Robert Bruce's Historical Top Holdings Breakdowns
Robert Bruce's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AER | AerCap Holdings NV | 2024-12-31 | Add | +2.16% | 91.85 ($95.96) 100.3 | $105.74 | 10.19% | Add 87.5% | 150,000 | 70,000 | |
T | AT&T Inc | 2024-12-31 | Reduce | -1.36% | 21.22 ($22.51) 23.88 | $27.30 | 21.28% | Reduce -21.44% | 773,000 | -211,000 | |
UHAL.B | U-Haul Holding Co | 2024-12-31 | Reduce | -0.85% | 60.25 ($65.66) 70.91 | $54.22 | -17.42% | Reduce -7.99% | 467,000 | -40,550 | |
BHC | Bausch Health Companies Inc | 2024-12-31 | Reduce | -0.66% | 7.34 ($8.24) 9.78 | $5.51 | -33.13% | Reduce -62% | 171,000 | -279,000 | |
DAR | Darling Ingredients Inc | 2024-12-31 | Reduce | -0.65% | 33 ($37.82) 43.05 | $32.20 | -14.86% | Reduce -29.85% | 141,000 | -60,000 | |
ABBV | AbbVie Inc | 2024-12-31 | Reduce | -0.52% | 164.99 ($183.65) 203.87 | $193.51 | 5.37% | Reduce -6.14% | 137,500 | -9,000 | |
CMS | CMS Energy Corp | 2024-12-31 | Reduce | -0.50% | 65.76 ($68.76) 72.1 | $73.63 | 7.08% | Reduce -7.74% | 286,000 | -24,000 | |
LLY | Eli Lilly and Co | 2024-12-31 | New Buy | +0.50% | 727.2 ($827.11) 932.06 | $885.20 | 7.02% | New holding | 2,000 | 2,000 | |
NEE | NextEra Energy Inc | 2024-12-31 | Reduce | -0.45% | 69.77 ($77.56) 85.43 | $67.25 | -13.29% | Reduce -5.49% | 315,000 | -18,300 | |
ABT | Abbott Laboratories | 2024-12-31 | Reduce | -0.13% | 111.93 ($115.59) 119.39 | $130.50 | 12.90% | Reduce -2.63% | 148,300 | -4,000 |
Robert Bruce Total Holding History ($B)
Robert Bruce's Asset Allocation
Robert Bruce Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
Robert Bruce's Hypothetical Growth since 2024-12-31
Robert Bruce's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Robert Bruce's Holdings Heat Map
Size field:
Robert Bruce's Holdings Bubble Chart
Robert Bruce News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers