·
Robert & Jeffrey Bruce’s 13F portfolio value
increased from $479M to $502M this quarter.
·
Bruce Fund increased Allstate and Abbott during
the quarter.
·
The largest three individual stock positions are
AMERCO, Nextera Energy, and Allstate and they add up to ~28% of the portfolio.
Robert & Jeffrey Bruce’s 13F portfolio increased ~5%
from $479M to $502M 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 CMS Energy
(CMS), 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 Q2
2018. 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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