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Robert Bruce

Robert Bruce

Bruce & Co.

Value

322.5M

Stocks

39 Stocks (0 new)

Turnover

0.0%

CIK

1358331

Top Holdings

ABBV(8.68%) AER(8.18%) ALL(8.10%) NEE(7.72%) UHAL.B(6.55%)

About Investor

Established investor leading Bruce & Co., with expertise in fundamental analysis and long-term value creation. Has built a strong track record by focusing on fundamental research and maintaining a consistent investment approach through various market environments.

Investor Philosophy

Specializes in fundamental analysis and long-term value creation through a disciplined investment approach. Emphasizes thorough research, risk management, and identifying opportunities across market cycles. Known for maintaining a consistent strategy while adapting to changing market conditions.

Ticker Put/Call Company Name Industry Value Shares Weighting % Share Change Change in Share % Market Cap
ABBV - Abbvie Health Care 27.99M 122,500 8.68% -5,000 -3.92% 401,267M
AER - AerCap Holdings Industrials 26.38M 183,500 8.18% 0 - 26,351M
ALL - Allstate Financials 26.12M 125,500 8.10% 0 - 54,676M
NEE - Nextera Energy Utilities 24.91M 310,300 7.72% -4,700 -1.49% 189,101M
UHAL.B - Uhaul B Industrials 21.13M 452,000 6.55% 0 - 9,181M
MRK - Merck Health Care 20.29M 192,800 6.29% 0 - 301,707M
DUK - Duke Energy Utilities 18.26M 155,816 5.66% 0 - 97,324M
XEL - XCEL Energy Utilities 14.37M 194,500 4.45% 0 - 47,051M
ABT - Abbott Health Care 14.26M 113,800 4.42% -20,000 -14.95% 197,012M
T - AT & T Communication Services 12.99M 523,000 4.03% 0 - 197,831M
CMS - CMS Energy Utilities 10.91M 156,000 3.38% 0 - 23,015M
IIIN - Insteel Materials 10.88M 343,423 3.37% 0 - 715M
AAPL - Apple Information Technology 10.58M 38,900 3.28% 0 - 3,877,901M
NEM - Newmont Materials 9.99M 100,000 3.10% 0 - 136,768M
VICR - Vicor Information Technology 9.86M 90,000 3.06% 0 - 6,929M
AVA - Avista Utilities 7.77M 201,500 2.41% 0 - 3,444M
PFE - Pfizer Health Care 6.77M 271,900 2.10% 0 - 155,703M
BG - Bunge Consumer Staples 6.24M 70,000 1.93% -10,000 -12.50% 23,590M
ADM - Archer Daniels Consumer Staples 5.75M 100,000 1.78% 0 - 32,487M
KOD - Kodiak Sciences Health Care 4.61M 165,000 1.43% -114,308 -40.93% 1,465M
SUPN - Supernus Health Care 4.08M 82,105 1.27% 0 - 2,876M
DAR - Darling Ingredients Consumer Staples 3.82M 106,000 1.18% -25,000 -19.08% 8,237M
UHAL - Uhaul Industrials 3.73M 73,900 1.16% 0 - 9,763M
CC - Chemours Materials 2.95M 250,000 0.91% 0 - 3,163M
RLI - RLI Financials 2.61M 40,800 0.81% 0 - 5,601M
LYB - Lyondellbasell Materials 2.60M 60,000 0.81% 0 - 18,022M
LLY - Eli Lilly Health Care 2.15M 2,000 0.67% 0 - 956,564M
PSNL - Personalis Health Care 1.85M 233,000 0.58% -20,000 -7.91% 793M
EDAP - EDAP Health Care 1.44M 438,652 0.45% 0 - 178M
SIRI - XM Sirius Communication Services 1.12M 55,784 0.35% 0 - 7,056M
MNKD - Mannkind Health Care 1.11M 195,073 0.34% 0 - 1,666M
ASH - Ashland Materials 0.88M 15,000 0.27% 0 - 2,870M
BHC - Bausch Health Health Care 0.86M 124,000 0.27% -47,000 -27.49% 2,270M
VTRS - Viatris Health Care 0.73M 58,279 0.22% 0 - 18,373M
FATE - Fate Theraputics Health Care 0.72M 729,188 0.22% 0 - 156M
VG - Venture Global Energy 0.68M 100,000 0.21% 0 - 23,379M
WEC - WEC Energy Utilities 0.42M 3,945 0.13% 0 - 36,998M
CRBU - Caribou Biosciences Health Care 0.40M 250,000 0.12% 0 - 149M
MASS - 908 Devices Health Care 0.36M 68,286 0.11% 0 - 250M

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