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Robert Bruce13F | |
| Bruce & Co. | |
| Last update 2025-05-14 | 41 Stocks (2 new) |
| Value $311.00 Mil | Turnover 2 % |
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 2025-03-31
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| 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 | 452,000 | 26,749.4 | -3.21% | 8.610 | -0.31% | 0.240 | -8.04% | -14.96% | 10,355.6 | Business Services | |
ABBV | AbbVie Inc | 127,500 | 26,713.8 | -7.27% | 8.600 | -0.57% | 0.010 | -10.59% | +6.42% | 327,879.7 | Drug Manufacturers | |
ALL | Allstate Corp | 125,500 | 25,987.3 | -3.83% | 8.370 | -0.31% | 0.050 | -2.31% | +5.45% | 53,310.4 | Insurance | |
NEE | NextEra Energy Inc | 315,000 | 22,330.3 | 0% | 7.190 | 0% | 0.020 | -1.28% | -1.58% | 142,910.2 | Utilities - Regulated | |
DUK | Duke Energy Corp | 175,816 | 21,444.3 | -10.21% | 6.910 | -0.70% | 0.020 | -2.37% | +11.54% | 91,716.3 | Utilities - Regulated | |
T | AT&T Inc | 673,000 | 19,032.4 | -12.94% | 6.130 | -0.73% | 0.010 | +3.42% | +30.07% | 208,240.7 | Telecommunication Services | |
AER | AerCap Holdings NV | 183,500 | 18,748.2 | +22.33% | 6.040 | +1.10% | 0.100 | +14.79% | +22.89% | 21,209.1 | Business Services | |
MRK | Merck & Co Inc | 202,800 | 18,203.3 | -4.70% | 5.860 | -0.32% | 0.010 | -10.93% | -18.94% | 198,773.2 | Drug Manufacturers | |
ABT | Abbott Laboratories | 133,800 | 17,748.6 | -9.78% | 5.720 | -0.53% | 0.010 | +3.01% | +21.44% | 236,635.3 | Medical Devices & Instruments | |
CMS | CMS Energy Corp | 226,000 | 16,974.9 | -20.98% | 5.470 | -1.29% | 0.080 | -7.07% | +5.55% | 20,723.3 | Utilities - Regulated |
Robert Bruce's Historical Top Holdings Breakdowns
Robert Bruce's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
CMS | CMS Energy Corp | 2025-03-31 | Reduce Reduce | -1.29% | 64.99 ($69.84) 75.11 | $69.28 | -0.80% | Reduce -20.98% | 226,000 | -60,000 | |
AER | AerCap Holdings NV | 2025-03-31 | Add Add | +1.10% | 94.11 ($98.97) 105.78 | $117.00 | 18.22% | Add 22.33% | 183,500 | 33,500 | |
CC | The Chemours Co | 2025-03-31 | New Buy New Buy | +0.87% | 13.41 ($16.61) 19.99 | $11.45 | -31.07% | New holding | 200,000 | 200,000 | |
T | AT&T Inc | 2025-03-31 | Reduce Reduce | -0.73% | 21.56 ($25.15) 28.28 | $28.94 | 15.07% | Reduce -12.94% | 673,000 | -100,000 | |
DUK | Duke Energy Corp | 2025-03-31 | Reduce Reduce | -0.70% | 105.87 ($113.99) 121.97 | $118.00 | 3.52% | Reduce -10.21% | 175,816 | -20,000 | |
ABBV | AbbVie Inc | 2025-03-31 | Reduce Reduce | -0.57% | 169.2 ($194.4) 216.66 | $185.62 | -4.52% | Reduce -7.27% | 127,500 | -10,000 | |
ABT | Abbott Laboratories | 2025-03-31 | Reduce Reduce | -0.53% | 111.1 ($127.27) 140.22 | $136.01 | 6.87% | Reduce -9.78% | 133,800 | -14,500 | |
VG | Venture Global Inc | 2025-03-31 | New Buy New Buy | +0.33% | 8.95 ($14.57) 24 | $15.58 | 6.93% | New holding | 100,000 | 100,000 | |
MRK | Merck & Co Inc | 2025-03-31 | Reduce Reduce | -0.32% | 83.01 ($93.37) 101.02 | $79.16 | -15.22% | Reduce -4.7% | 202,800 | -10,000 | |
ALL | Allstate Corp | 2025-03-31 | Reduce Reduce | -0.31% | 180.99 ($194.74) 210.18 | $201.31 | 3.37% | Reduce -3.83% | 125,500 | -5,000 |
Robert Bruce Total Holding History ($B)
Robert Bruce's Asset Allocation
Robert Bruce Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Robert Bruce's Hypothetical Growth since 2025-03-31
Robert Bruce's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Robert Bruce's Holdings Heat Map
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Robert Bruce's Holdings Bubble Chart
Robert Bruce News
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