- Robert & Jeffrey Bruce’s 13F portfolio value increased from $364M to $388M this quarter.
- Bruce Fund decreased Allstate, Supernus, and Ashland this quarter.
- The largest three individual stock positions are U-Haul, Merck, and AbbVie and they add up to ~27% of the portfolio.
Robert & Jeffrey Bruce’s 13F portfolio value increased
from $364M to $388M this quarter. Recent 13F reports have shown a total of
around 50 positions. The largest five individual stock positions are U-Haul,
Merck, AbbVie, Nextera Energy, and Pfizer Inc. 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 Q4
2022. For a look at how the portfolio has progressed, see our previous update:
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