- Robert & Jeffrey Bruce’s 13F portfolio value decreased from $534M to $524M this quarter.
- Bruce Fund added IGM Bioscience while dropping Chevron during the quarter.
- The largest three individual stock positions are AMERCO, Allstate, and Bausch Health and they add up to ~27% of the portfolio.
Robert & Jeffrey Bruce’s 13F portfolio value decreased from $534M to $524M this quarter. Recent 13F reports have shown a total of around 50 positions. The largest five individual stock positions are AMERCO, Allstate, Bausch Health, Abbvie, and Nextera Energy. They add up to ~42% 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
2021. 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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