- Robert & Jeffrey Bruce’s 13F portfolio value decreased ~9% from $516M to $470M this quarter.
- Bruce Fund decreased General Motors (GM) during the quarter.
- The largest three individual stock positions are AMERCO, Nextera Energy, and Duke Energy and they add up to ~28% of the portfolio.
Robert & Jeffrey Bruce’s 13F portfolio value decreased
~9% from $516M to $470M 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 Merck
(MRK), 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 Q4
2018. For a look at how the portfolio has progressed, see our previous update:
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