- Robert & Jeffrey Bruce’s 13F portfolio value decreased from $356M to $293M this quarter.
- Bruce Fund decreased the top positions significantly this quarter.
- The largest three individual stock positions are U-Haul (UHAL), AbbVie (ABBV), and Merck (MRK), and they add up to ~26% of the portfolio.
Robert & Jeffrey Bruce’s 13F portfolio value decreased
from $356M to $293M this quarter. Recent 13F reports have shown a total of
around 50 positions. The largest five individual stock positions are U-Haul
(UHAL), AbbVie (ABBV), Merck (MRK), Xel Energy (XEL), and CMS Energy (CMS).
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
2023. For a look at how the portfolio has progressed, see our previous update:
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