- Robert & Jeffrey Bruce’s 13F portfolio value increased ~9% from $470M to $512M this quarter.
- Bruce Fund increased Compass Minerals (CMP) and Apple (AAPL) while reducing Allergan plc.
- The largest three individual stock positions are AMERCO, Nextera Energy, and Allstate (ALL) and they add up to ~27% of the portfolio.
Robert & Jeffrey Bruce’s 13F portfolio value increased
~9% from $470M to $512M 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 Merck
(MRK), and they add up to ~39% 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
2019. For a look at how the portfolio has progressed, see our previous update:
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