- Robert & Jeffrey Bruce’s 13F portfolio value increased from $461M to $479M this quarter.
- Bruce Fund added Apple and increased Valeant and IBM during the quarter.
- The largest three individual stock positions are AMERCO, Nextera Energy, and Allstate and they add up to ~29% of the portfolio.
Robert & Jeffrey Bruce’s 13F portfolio increased ~4%
from $461M to $479M 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), Allstate (ALL), Duke Energy (DUK), and Abbvie
(ABBV), and they add up to ~40% of the 13F portfolio.
Below is a spreadsheet that shows the changes to Robert
& Jeffrey Bruce's Bruce Fund Holdings US long portfolio holdings as of Q1
2018. For a look at how the portfolio has progressed, see our previous update:
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