- Robert & Jeffrey Bruce’s 13F portfolio value decreased from $513M to $434M this quarter.
- Bruce Fund increased Bausch Health during the quarter.
- The largest three individual stock positions are Nextera Energy, AMERCO, and CMS Energy and they add up to ~27% of the portfolio.
Robert & Jeffrey Bruce’s 13F portfolio value decreased ~15%
from $513M to $434M this quarter. Recent 13F reports have shown a total of
around 50 positions. The largest five individual stock positions are Nextera
Energy, AMERCO, CMS Energy, Allstate, and Xel Energy. 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 2020. For a look at how the portfolio has progressed, see our previous update:
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