Tracking Robert & Jeffrey Bruce’s Bruce Fund Portfolio – Q1 2023 Update

• Robert & Jeffrey Bruce’s 13F portfolio value decreased from $388M to $367M this quarter. 
• Bruce Fund decreased Supernus while increasing Insteel 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 decreased from $388M to $367M 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 CMS Energy. They add up to ~41% 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 2023. For a look at how the portfolio has progressed, see our previous update:

 

 

 

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