- Robert & Jeffrey Bruce’s 13F portfolio value increased from $460M to $483M this quarter.
- Bruce Fund added Chevron during the quarter.
- The largest three individual stock positions are AMERCO, Nextera Energy, and Apple and they add up to ~26% of the portfolio.
Robert & Jeffrey Bruce’s 13F portfolio value increased
from $460M to $483M this quarter. Recent 13F reports have shown a total of
around 50 positions. The largest five individual stock positions are AMERCO,
Nextera Energy, Apple, CMS Energy, 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 Q3
2020. For a look at how the portfolio has progressed, see our previous update:
To learn more about how to profit from a strategy of
following the best hedge fund picks, check out our book Profiting from Hedge Funds: Winning
Strategies for the Little Guy .
No comments :
Post a Comment