- Robert & Jeffrey Bruce’s 13F portfolio value increased from $370M to $383M this quarter.
- Bruce Fund kept the portfolio steady during the quarter.
- The largest three individual stock positions are AMERCO, Nextera Energy, and Duke Energy and they add up to almost one-third of the portfolio.
Robert & Jeffrey Bruce’s 13F portfolio increased ~3.5%
from $370M to $383M this quarter. Recent 13F reports have shown a total of
around 50 positions. The largest five individual stock positions are AMERCO
(UHAL), Nextera Energy (NEE), Duke Energy (DUK), Allstate (ALL), and CMS Energy
(CMS), and they add up to ~45% of the 13F portfolio.
Consistent with their strategy of very long holding periods
and minimal portfolio turnover, the portfolio remained steady this quarter.
Below is a spreadsheet that shows the changes to Robert
& Jeffrey Bruce's Bruce Fund Holdings US long portfolio holdings as of Q4
2016. For a look at how the portfolio has progressed, see our previous update:
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following the best hedge fund picks, check out our book Profiting from Hedge Funds: Winning
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