- Robert & Jeffrey Bruce’s 13F portfolio value increased from $471M to $500M this quarter.
- Bruce Fund decreased Apple & Amryt Pharma plc during the quarter.
- The largest three individual stock positions are AMERCO, Nextera Energy, and AbbVie and they add up to ~28% of the portfolio.
Robert & Jeffrey Bruce’s 13F portfolio value increased from $471M to $500M this quarter. Recent 13F reports have shown a total of around 50 positions. The largest five individual stock positions are AMERCO, Nextera Energy, AbbVie, Bausch Health, and Allstate. They add up to ~43% 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
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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