Robert Bruce

Robert Bruce

13F
Bruce & Co.
Last update 2025-05-14 41 Stocks (2 new)
Value $311.00 Mil Turnover 2 %
Countries:

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 Portfolio and Latest Trades

Type:
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
$71.84
2.86%
Reduce -20.98%
226,000
-60,000
AER
AerCap Holdings NV
2025-03-31
Add
Add
+1.10%
94.11 ($98.97) 105.78
$112.20
13.37%
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
$13.63
-17.94%
New holding
200,000
200,000
T
AT&T Inc
2025-03-31
Reduce
Reduce
-0.73%
21.56 ($25.15) 28.28
$26.96
7.20%
Reduce -12.94%
673,000
-100,000
DUK
Duke Energy Corp
2025-03-31
Reduce
Reduce
-0.70%
105.87 ($113.99) 121.97
$118.37
3.84%
Reduce -10.21%
175,816
-20,000
ABBV
AbbVie Inc
2025-03-31
Reduce
Reduce
-0.57%
169.2 ($194.4) 216.66
$190.31
-2.10%
Reduce -7.27%
127,500
-10,000
ABT
Abbott Laboratories
2025-03-31
Reduce
Reduce
-0.53%
111.1 ($127.27) 140.22
$124.73
-2.00%
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
$16.74
14.89%
New holding
100,000
100,000
MRK
Merck & Co Inc
2025-03-31
Reduce
Reduce
-0.32%
83.01 ($93.37) 101.02
$80.92
-13.33%
Reduce -4.7%
202,800
-10,000
ALL
Allstate Corp
2025-03-31
Reduce
Reduce
-0.31%
180.99 ($194.74) 210.18
$194.07
-0.34%
Reduce -3.83%
125,500
-5,000
UHAL.B
U-Haul Holding Co
2025-03-31
Reduce
Reduce
-0.31%
56.94 ($62.58) 67.22
$55.43
-11.43%
Reduce -3.21%
452,000
-15,000
LVTX
LAVA Therapeutics NV
2025-03-31
Reduce
Reduce
-0.08%
0.91 ($1.11) 1.44
$1.41
27.03%
Reduce -32.39%
521,874
-250,000
FATE
Fate Therapeutics Inc
2025-03-31
Add
Add
+0.05%
0.79 ($1.23) 1.87
$1.18
-4.47%
Add 57.14%
550,000
200,000
AER
AerCap Holdings NV
2024-12-31
Add
Add
+2.16%
91.85 ($95.96) 100.3
$112.20
16.92%
Add 87.5%
150,000
70,000
T
AT&T Inc
2024-12-31
Reduce
Reduce
-1.36%
21.22 ($22.51) 23.88
$26.96
19.77%
Reduce -21.44%
773,000
-211,000
UHAL.B
U-Haul Holding Co
2024-12-31
Reduce
Reduce
-0.85%
60.25 ($65.66) 70.91
$55.43
-15.58%
Reduce -7.99%
467,000
-40,550
BHC
Bausch Health Companies Inc
2024-12-31
Reduce
Reduce
-0.66%
7.34 ($8.24) 9.78
$6.46
-21.66%
Reduce -62%
171,000
-279,000
DAR
Darling Ingredients Inc
2024-12-31
Reduce
Reduce
-0.65%
33 ($37.82) 43.05
$35.62
-5.82%
Reduce -29.85%
141,000
-60,000
ABBV
AbbVie Inc
2024-12-31
Reduce
Reduce
-0.52%
164.99 ($183.65) 203.87
$190.31
3.63%
Reduce -6.14%
137,500
-9,000
CMS
CMS Energy Corp
2024-12-31
Reduce
Reduce
-0.50%
65.76 ($68.76) 72.1
$71.84
4.48%
Reduce -7.74%
286,000
-24,000
LLY
Eli Lilly and Co
2024-12-31
New Buy
New Buy
+0.50%
727.2 ($827.11) 932.06
$773.29
-6.51%
New holding
2,000
2,000
NEE
NextEra Energy Inc
2024-12-31
Reduce
Reduce
-0.45%
69.77 ($77.56) 85.43
$76.10
-1.88%
Reduce -5.49%
315,000
-18,300
ABT
Abbott Laboratories
2024-12-31
Reduce
Reduce
-0.13%
111.93 ($115.59) 119.39
$124.73
7.91%
Reduce -2.63%
148,300
-4,000
RLI
RLI Corp
2024-12-31
Reduce
Reduce
-0.09%
76 ($83.09) 90.45
$70.47
-15.19%
Reduce -8.93%
40,800
-2,000
KOD
Kodiak Sciences Inc
2024-12-31
Reduce
Reduce
-0.08%
2.6 ($5.8) 10.9
$5.38
-7.24%
Reduce -23.64%
323,000
-100,000
PSNL
Personalis Inc
2024-12-31
Reduce
Reduce
-0.07%
3.38 ($4.61) 6.26
$6.53
41.65%
Reduce -15.67%
253,000
-47,000
MRK
Merck & Co Inc
2024-12-31
Reduce
Reduce
-0.06%
96.31 ($102.91) 112.08
$80.92
-21.37%
Reduce -0.79%
212,800
-1,700
AAPL
Apple Inc
2024-12-31
Reduce
Reduce
-0.05%
221.69 ($235.83) 259.02
$210.98
-10.54%
Reduce -2.02%
38,900
-800
PFE
Pfizer Inc
2024-12-31
Reduce
Reduce
-0.04%
24.8 ($27.1) 30.19
$24.52
-9.52%
Reduce -1.63%
271,900
-4,500
UHAL
U-Haul Holding Co
2024-12-31
Reduce
Reduce
-0.03%
67.46 ($72.42) 78.4
$62.25
-14.04%
Reduce -1.6%
73,900
-1,205
CRBU
Caribou Biosciences Inc
2024-12-31
Reduce
Reduce
-0.03%
1.59 ($2.01) 2.79
$2.12
5.22%
Reduce -16.67%
250,000
-50,000
XEL
Xcel Energy Inc
2024-12-31
Reduce
Reduce
-0.03%
62.16 ($67.1) 72.92
$70.50
5.07%
Reduce -0.77%
194,500
-1,500
WBD
Warner Bros. Discovery Inc
2024-12-31
Sold Out
Sold Out
-0.03%
7.33 ($9.31) 12.49
$12.75
36.95%
Sold Out
0
-11,851
WEC
WEC Energy Group Inc
2024-12-31
Reduce
Reduce
-0.02%
92.94 ($96.96) 101.82
$107.35
10.72%
Reduce -12.51%
3,945
-564
OGN
Organon & Co
2024-12-31
Reduce
Reduce
0%
14.44 ($16.26) 18.78
$9.51
-41.54%
Reduce -0.54%
31,200
-170
VTRS
Viatris Inc
2024-12-31
Reduce
Reduce
0%
11.32 ($12.3) 13.37
$8.95
-27.24%
Reduce -0.94%
58,279
-554
AER
AerCap Holdings NV
2024-09-30
New Buy
New Buy
+2.21%
86.24 ($93.71) 98.28
$112.20
19.73%
New holding
80,000
80,000
ADM
Archer-Daniels Midland Co
2024-09-30
Add
Add
+0.88%
57.96 ($60.96) 65.72
$54.09
-11.27%
Add 100%
100,000
50,000
ABBV
AbbVie Inc
2024-09-30
Reduce
Reduce
-0.86%
163.84 ($186.63) 199.35
$190.31
1.97%
Reduce -9.29%
146,500
-15,000
BG
Bunge Global SA
2024-09-30
Add
Add
+0.85%
94.72 ($102.3) 114.56
$74.03
-27.63%
Add 60%
80,000
30,000
UHAL.B
U-Haul Holding Co
2024-09-30
Reduce
Reduce
-0.71%
57.18 ($64.99) 73.21
$55.43
-14.71%
Reduce -6.52%
507,550
-35,400
DAR
Darling Ingredients Inc
2024-09-30
Add
Add
+0.55%
33.99 ($37.7) 41.78
$35.62
-5.52%
Add 34%
201,000
51,000
MRK
Merck & Co Inc
2024-09-30
Reduce
Reduce
-0.41%
111.15 ($118.8) 128.97
$80.92
-31.89%
Reduce -4.45%
214,500
-10,000
DUK
Duke Energy Corp
2024-09-30
Reduce
Reduce
-0.33%
99.35 ($111.3) 117.7
$118.37
6.35%
Reduce -4.86%
195,816
-10,000
BHC
Bausch Health Companies Inc
2024-09-30
Reduce
Reduce
-0.23%
5.22 ($6.59) 8.26
$6.46
-2.05%
Reduce -18.18%
450,000
-100,000
CMS
CMS Energy Corp
2024-09-30
Reduce
Reduce
-0.20%
58.7 ($65.62) 70.63
$71.84
9.48%
Reduce -3.13%
310,000
-10,000
FATE
Fate Therapeutics Inc
2024-09-30
Add
Add
+0.05%
3.12 ($3.89) 5.57
$1.18
-69.79%
Add 16.67%
350,000
50,000
ABBV
AbbVie Inc
2024-06-30
Add
Add
+1.35%
154.79 ($165.65) 180.76
$190.31
14.89%
Add 17.03%
161,500
23,500
UHAL.B
U-Haul Holding Co
2024-06-30
Add
Add
+0.99%
59.37 ($62.91) 66.97
$55.43
-11.89%
Add 10.05%
542,950
49,600
RLI
RLI Corp
2024-06-30
Add
Add
+0.96%
67.85 ($71.57) 74.39
$70.47
-1.54%
Add 1020%
44,800
20,400
NEE
NextEra Energy Inc
2024-06-30
Add
Add
+0.94%
61.7 ($70.95) 80.02
$76.10
7.26%
Add 13.52%
333,300
39,700
NEM
Newmont Corp
2024-06-30
Add
Add
+0.48%
36.43 ($40.89) 44.44
$58.28
42.54%
Add 52.44%
100,000
34,400
BHC
Bausch Health Companies Inc
2024-06-30
Reduce
Reduce
-0.34%
6.1 ($7.57) 10.41
$6.46
-14.73%
Reduce -14.6%
550,000
-94,000
AAPL
Apple Inc
2024-06-30
Add
Add
+0.32%
165 ($186.49) 216.67
$210.98
13.13%
Add 13.11%
39,700
4,600
VICR
Vicor Corp
2024-06-30
Add
Add
+0.28%
31.82 ($34.51) 38.08
$48.09
39.35%
Add 55.56%
70,000
25,000
ALL
Allstate Corp
2024-06-30
Add
Add
+0.18%
157.07 ($166.81) 175.41
$194.07
16.34%
Add 2.59%
130,500
3,300
FATE
Fate Therapeutics Inc
2024-06-30
Add
Add
+0.17%
3.26 ($4.38) 7.08
$1.18
-73.17%
Add 109.79%
300,000
157,000
MRK
Merck & Co Inc
2024-06-30
Add
Add
+0.16%
123.8 ($128.81) 132.96
$80.92
-37.18%
Add 1.72%
224,500
3,800
T
AT&T Inc
2024-06-30
Add
Add
+0.15%
16.09 ($17.39) 19.11
$26.96
55.03%
Add 2.39%
984,000
23,000
WEC
WEC Energy Group Inc
2024-06-30
New Buy
New Buy
+0.12%
77.8 ($81.23) 85.58
$107.35
32.16%
New holding
4,509
4,509
UHAL
U-Haul Holding Co
2024-06-30
Add
Add
+0.09%
61.73 ($65.09) 69.11
$62.25
-4.36%
Add 6.07%
75,105
4,300
ABT
Abbott Laboratories
2024-06-30
Add
Add
+0.08%
100.73 ($106.03) 112.44
$124.73
17.64%
Add 1.53%
152,300
2,300
CMS
CMS Energy Corp
2024-06-30
Add
Add
+0.08%
56.89 ($60.53) 63.24
$71.84
18.68%
Add 1.27%
320,000
4,000
IGMS
IGM Biosciences Inc
2024-06-30
Add
Add
+0.08%
6.51 ($8.56) 11.47
$1.27
-85.11%
Add 53.85%
100,000
35,000
PFE
Pfizer Inc
2024-06-30
Add
Add
+0.07%
25.26 ($27.53) 29.6
$24.52
-10.93%
Add 2.94%
276,400
7,900
DUK
Duke Energy Corp
2024-06-30
Add
Add
+0.06%
92.87 ($100.02) 104.6
$118.37
18.35%
Add 0.94%
205,816
1,926
XEL
Xcel Energy Inc
2024-06-30
Add
Add
+0.05%
52.53 ($54.4) 56.74
$70.50
29.60%
Add 1.55%
196,000
3,000
CRBU
Caribou Biosciences Inc
2024-06-30
Add
Add
+0.05%
1.62 ($3.2) 5.05
$2.12
-33.91%
Add 50%
300,000
100,000
OGN
Organon & Co
2024-06-30
Add
Add
0%
17.45 ($19.87) 21.96
$9.51
-52.16%
Add 0.58%
31,370
180
WBD
Warner Bros. Discovery Inc
2024-06-30
Add
Add
0%
6.99 ($8.01) 8.79
$12.75
59.18%
Add 11.36%
11,851
1,209
VTRS
Viatris Inc
2024-06-30
Add
Add
0%
10.05 ($11.05) 12.02
$8.95
-19.00%
Add 1%
58,833
581
XEL
Xcel Energy Inc
2024-03-31
Reduce
Reduce
-2.23%
48.44 ($57.1) 63.73
$70.50
23.47%
Reduce -34.13%
193,000
-100,000
BG
Bunge Global SA
2024-03-31
New Buy
New Buy
+1.73%
86.5 ($93.58) 102.52
$74.03
-20.89%
New holding
50,000
50,000
UHAL.B
U-Haul Holding Co
2024-03-31
Reduce
Reduce
-1.07%
60.6 ($64.42) 69.46
$55.43
-13.96%
Reduce -8.02%
493,350
-43,000
ADM
Archer-Daniels Midland Co
2024-03-31
New Buy
New Buy
+1.06%
51.38 ($58.7) 73.13
$54.09
-7.85%
New holding
50,000
50,000
VICR
Vicor Corp
2024-03-31
Add
Add
+0.19%
35.51 ($38.87) 47.18
$48.09
23.72%
Add 50%
45,000
15,000
DAR
Darling Ingredients Inc
2024-03-31
Add
Add
+0.16%
40.69 ($44.02) 50.48
$35.62
-19.08%
Add 7.14%
150,000
10,000
KOD
Kodiak Sciences Inc
2024-03-31
Reduce
Reduce
-0.05%
3.01 ($4.9) 7.45
$5.38
9.80%
Reduce -10.57%
423,000
-50,000
PFE
Pfizer Inc
2023-12-31
Reduce
Reduce
-2.99%
26.13 ($30.23) 33.94
$24.52
-18.89%
Reduce -48.32%
268,500
-251,000
ABBV
AbbVie Inc
2023-12-31
Reduce
Reduce
-1.34%
137.6 ($145.79) 154.97
$190.31
30.54%
Reduce -15.34%
138,000
-25,000
DAR
Darling Ingredients Inc
2023-12-31
Add
Add
+1.24%
40.13 ($45.39) 50.76
$35.62
-21.52%
Add 100%
140,000
70,000
ALL
Allstate Corp
2023-12-31
Reduce
Reduce
-1.20%
109.91 ($130.39) 144.36
$194.07
48.84%
Reduce -19.08%
127,200
-30,000
XEL
Xcel Energy Inc
2023-12-31
Reduce
Reduce
-1.02%
55.03 ($60) 63.33
$70.50
17.50%
Reduce -14.58%
293,000
-50,000
T
AT&T Inc
2023-12-31
Reduce
Reduce
-0.81%
14.32 ($15.79) 17.22
$26.96
70.74%
Reduce -13.5%
961,000
-150,000
CMS
CMS Energy Corp
2023-12-31
Reduce
Reduce
-0.76%
50.57 ($55.85) 59.91
$71.84
28.63%
Reduce -11.24%
316,000
-40,000
NEE
NextEra Energy Inc
2023-12-31
Reduce
Reduce
-0.62%
49.32 ($56.99) 62.78
$76.10
33.53%
Reduce -9.27%
293,600
-30,000
BHC
Bausch Health Companies Inc
2023-12-31
Reduce
Reduce
-0.61%
6.53 ($7.28) 8.23
$6.46
-11.33%
Reduce -24.24%
644,000
-206,000
UHAL.B
U-Haul Holding Co
2023-12-31
Reduce
Reduce
-0.40%
46.65 ($54.41) 71.18
$55.43
1.87%
Reduce -3.83%
536,350
-21,350
ABT
Abbott Laboratories
2023-12-31
Reduce
Reduce
-0.35%
90.19 ($99.92) 110.4
$124.73
24.83%
Reduce -6.25%
150,000
-10,000
AAPL
Apple Inc
2023-12-31
Reduce
Reduce
-0.32%
166.89 ($184.64) 198.11
$210.98
14.27%
Reduce -12.9%
35,100
-5,200
DUK
Duke Energy Corp
2023-12-31
Reduce
Reduce
-0.32%
85.44 ($90.95) 98.31
$118.37
30.15%
Reduce -4.68%
203,890
-10,000
IGMS
IGM Biosciences Inc
2023-12-31
Reduce
Reduce
-0.17%
3.94 ($5.81) 8.79
$1.27
-78.06%
Reduce -45.83%
65,000
-55,000
VICR
Vicor Corp
2023-12-31
Add
Add
+0.16%
36.3 ($44.06) 58.86
$48.09
9.15%
Add 50%
30,000
10,000
PSNL
Personalis Inc
2023-12-31
Add
Add
+0.11%
0.93 ($1.29) 2.35
$6.53
406.20%
Add 100%
300,000
150,000
FATE
Fate Therapeutics Inc
2023-12-31
Reduce
Reduce
-0.04%
1.65 ($2.36) 3.94
$1.18
-50.21%
Reduce -28.5%
143,000
-57,000
WBD
Warner Bros. Discovery Inc
2023-12-31
Reduce
Reduce
-0.01%
9.4 ($10.79) 12.49
$12.75
18.16%
Reduce -10.2%
10,642
-1,209
MRK
Merck & Co Inc
2023-09-30
Reduce
Reduce
-2.75%
102.95 ($107.78) 114.33
$80.92
-24.92%
Reduce -26.52%
220,700
-79,672
DAR
Darling Ingredients Inc
2023-09-30
New Buy
New Buy
+1.31%
51.82 ($62.48) 69.8
$35.62
-42.99%
New holding
70,000
70,000
UHAL.B
U-Haul Holding Co
2023-09-30
Reduce
Reduce
-1.26%
49.62 ($54.26) 58.83
$55.43
2.16%
Reduce -12.93%
557,700
-82,830
DUK
Duke Energy Corp
2023-09-30
Reduce
Reduce
-1.25%
86.65 ($91.68) 95.56
$118.37
29.11%
Reduce -17.84%
213,890
-46,429
100/Page
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