Tracking Robert & Jeffrey Bruce’s Bruce Fund Portfolio – Q3 2023 Update

• 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:

 

 

 

To learn more about how to profit from a strategy of following the best hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy .    

 

Tracking Robert & Jeffrey Bruce’s Bruce Fund Portfolio – Q2 2023 Update

• Robert & Jeffrey Bruce’s 13F portfolio value decreased from $367M to $356M this quarter. 
• Bruce Fund decreased Apple (AAPL) this quarter. 
• The largest three individual stock positions are Merck (MRK), U-Haul (UHAL), and AbbVie (ABBV) and they add up to ~26% of the portfolio. 

Robert & Jeffrey Bruce’s 13F portfolio value decreased from $367M to $356M this quarter. Recent 13F reports have shown a total of around 50 positions. The largest five individual stock positions are Merck (MRK), U-Haul (UHAL), AbbVie (ABBV), Nextera Energy (NEE), and CMS Energy (CMS). They add up to ~40% 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 2023. For a look at how the portfolio has progressed, see our previous update:

 

 

 

To learn more about how to profit from a strategy of following the best hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy .    

 

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:

 

 

 

To learn more about how to profit from a strategy of following the best hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy .    

 

Tracking Robert & Jeffrey Bruce’s Bruce Fund Portfolio – Q4 2022 Update

•  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:

 

 

 

To learn more about how to profit from a strategy of following the best hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy .    

 

Tracking Robert & Jeffrey Bruce’s Bruce Fund Portfolio – Q3 2022 Update

• Robert & Jeffrey Bruce’s 13F portfolio value decreased from $425M to $364M this quarter. 
• Bruce Fund added Insteel while decreasing General Electric and Apple during the quarter. 
• The largest three individual stock positions are AMERCO, AbbVie, and Allstate and they add up to ~27% of the portfolio. 

Robert & Jeffrey Bruce’s 13F portfolio value decreased from $425M to $364M this quarter. Recent 13F reports have shown a total of around 50 positions. The largest five individual stock positions are AMERCO, AbbVie, Allstate, Merck, 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 Q3 2022. For a look at how the portfolio has progressed, see our previous update:

 

 

 

To learn more about how to profit from a strategy of following the best hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy .    

 

Tracking Robert & Jeffrey Bruce’s Bruce Fund Portfolio – Q2 2022 Update

•  Robert & Jeffrey Bruce’s 13F portfolio value decreased from $489M to $425M this quarter. 
• Bruce Fund added Warner Brothers Discovery while decreasing General Electric during the quarter. 
• The largest three individual stock positions are AMERCO, Nextera Energy, and AbbVie and they add up to ~25% of the portfolio. 

Robert & Jeffrey Bruce’s 13F portfolio value decreased from $489M to $425M this quarter. Recent 13F reports have shown a total of around 50 positions. The largest five individual stock positions are AMERCO, Nextera Energy, AbbVie, Allstate, and Duke Energy. They add up to ~40% 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 2022. For a look at how the portfolio has progressed, see our previous update:

 

 

 

To learn more about how to profit from a strategy of following the best hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy .    

 

Tracking Robert & Jeffrey Bruce’s Bruce Fund Portfolio – Q1 2022 Update

• Robert & Jeffrey Bruce’s 13F portfolio value decreased from $500M to $489M this quarter. 
• Bruce Fund added AT&T while decreasing AbbVie, Apple, Supernus, & XM Sirius during the quarter. 
• The largest three individual stock positions are AMERCO, Nextera Energy, and AbbVie and they add up to ~26% of the portfolio.

 Robert & Jeffrey Bruce’s 13F portfolio value decreased from $500M to $489M this quarter. Recent 13F reports have shown a total of around 50 positions. The largest five individual stock positions are AMERCO, Nextera Energy, AbbVie, Allstate, and CMS Energy. They add up to ~40% 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 2022. For a look at how the portfolio has progressed, see our previous update:

 

 

 

To learn more about how to profit from a strategy of following the best hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy .    

 

Tracking Robert & Jeffrey Bruce’s Bruce Fund Portfolio – Q4 2021 Update

• 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:

 

 

 

To learn more about how to profit from a strategy of following the best hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy .    

 

Tracking Robert & Jeffrey Bruce’s Bruce Fund Portfolio – Q3 2021 Update

• Robert & Jeffrey Bruce’s 13F portfolio value decreased from $524M to $471M this quarter. 
• Bruce Fund decreased AMERCO, Apple, Abbvie, Abbot, and XM Sirius during the quarter. 
• The largest three individual stock positions are AMERCO, Nextera Energy, and Bausch Health and they add up to ~28% of the portfolio. 

 Robert & Jeffrey Bruce’s 13F portfolio value decreased from $524M to $471M this quarter. Recent 13F reports have shown a total of around 50 positions. The largest five individual stock positions are AMERCO, Nextera Energy, Bausch Health, Allstate, and Apple. 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 Q3 2021. For a look at how the portfolio has progressed, see our previous update:

 

 

 

To learn more about how to profit from a strategy of following the best hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy .    

 

Tracking Robert & Jeffrey Bruce’s Bruce Fund Portfolio – Q2 2021 Update

• 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:

 

 

 

To learn more about how to profit from a strategy of following the best hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy .    

 

Tracking Robert & Jeffrey Bruce’s Bruce Fund Portfolio – Q1 2021 Update

• Robert & Jeffrey Bruce’s 13F portfolio value increased from $519M to $534M this quarter. 
• Bruce Fund increased Abbvie and Pfizer while dropping Compass Minerals and Bunge. 
• The largest three individual stock positions are AMERCO, Bausch Health, and Nextera Energy and they add up to ~27% of the portfolio. 

 Robert & Jeffrey Bruce’s 13F portfolio value increased from $519M to $534M this quarter. Recent 13F reports have shown a total of around 50 positions. The largest five individual stock positions are AMERCO, Bausch Health, Nextera Energy, Abbvie, and Allstate. 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 Q1 2021. For a look at how the portfolio has progressed, see our previous update:

 

 

 

To learn more about how to profit from a strategy of following the best hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy .    

 

Tracking Robert & Jeffrey Bruce’s Bruce Fund Portfolio – Q4 2020 Update

• Robert & Jeffrey Bruce’s 13F portfolio value increased from $483M to $519M this quarter. 
• Bruce Fund added Chiasma during the quarter. 
• The largest three individual stock positions are AMERCO, Nextera Energy, and Apple and they add up to ~27% of the portfolio. 

 Robert & Jeffrey Bruce’s 13F portfolio value increased from $483M to $519M this quarter. Recent 13F reports have shown a total of around 50 positions. The largest five individual stock positions are AMERCO, Nextera Energy, Apple, Allstate, and Abbvie. 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 Q4 2020. For a look at how the portfolio has progressed, see our previous update:

 

 

 

To learn more about how to profit from a strategy of following the best hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy .    

 

Tracking Robert & Jeffrey Bruce’s Bruce Fund Portfolio – Q3 2020 Update

•  Robert & Jeffrey Bruce’s 13F portfolio value increased from $460M to $483M this quarter. 
• Bruce Fund added Chevron during the quarter. 
• The largest three individual stock positions are AMERCO, Nextera Energy, and Apple and they add up to ~26% of the portfolio. 

Robert & Jeffrey Bruce’s 13F portfolio value increased from $460M to $483M this quarter. Recent 13F reports have shown a total of around 50 positions. The largest five individual stock positions are AMERCO, Nextera Energy, Apple, CMS Energy, and Xel Energy. 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 2020. For a look at how the portfolio has progressed, see our previous update:

 

 

 

To learn more about how to profit from a strategy of following the best hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy .    

 

Tracking Robert & Jeffrey Bruce’s Bruce Fund Portfolio – Q2 2020 Update

• Robert & Jeffrey Bruce’s 13F portfolio value increased from $434M to $460M this quarter. 
• Bruce Fund increased Abbvie while decreasing Nextera Energy during the quarter. 
• The largest three individual stock positions are AMERCO, Nextera Energy, and Apple and they add up to ~25% of the portfolio. 

 Robert & Jeffrey Bruce’s 13F portfolio value increased from $434M to $460M this quarter. Recent 13F reports have shown a total of around 50 positions. The largest five individual stock positions are AMERCO, Nextera Energy, Apple, Abbvie, and Allstate. They add up to ~38% 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 2020. For a look at how the portfolio has progressed, see our previous update:

 

 

 

To learn more about how to profit from a strategy of following the best hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy .    

 

Tracking Robert & Jeffrey Bruce’s Bruce Fund Portfolio – Q4 2019 Update

• Robert & Jeffrey Bruce’s 13F portfolio value increased from $482M to $513M this quarter. 
• Bruce Fund increased Bausch Health during the quarter. 
• The largest three individual stock positions are AMERCO, Nextera Energy, and Allstate (ALL) and they add up to ~27% of the portfolio. 

Robert & Jeffrey Bruce’s 13F portfolio value increased ~6% from $482M to $513M this quarter. Recent 13F reports have shown a total of around 50 positions. The largest five individual stock positions are AMERCO (UHAL), Nextera Energy (NEE), Allstate (ALL), Bausch Health (BHC), and CMS Energy (CMS) and 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 Q4 2019. For a look at how the portfolio has progressed, see our previous update:

To learn more about how to profit from a strategy of following the best hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy .    

Tracking Robert & Jeffrey Bruce’s Bruce Fund Portfolio – Q3 2019 Update

• Robert & Jeffrey Bruce’s 13F portfolio value increased from $469M to $482M this quarter. 
• Bruce Fund increased Bausch Health during the quarter. 
• The largest three individual stock positions are AMERCO, Nextera Energy, and Allstate (ALL) and they add up to ~29% of the portfolio. 

Robert & Jeffrey Bruce’s 13F portfolio value increased ~3% from $469M to $482M this quarter. Recent 13F reports have shown a total of around 50 positions. The largest five individual stock positions are AMERCO (UHAL), Nextera Energy (NEE), Allstate (ALL), CMS Energy (CMS), and Duke Energy (DUK), and 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 Q3 2019. For a look at how the portfolio has progressed, see our previous update:

To learn more about how to profit from a strategy of following the best hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy .    

Tracking Robert & Jeffrey Bruce’s Bruce Fund Portfolio – Q2 2019 Update

• Robert & Jeffrey Bruce’s 13F portfolio value decreased ~8% from $512M to $469M this quarter. 
• Bruce Fund trimmed most of the top positions in the portfolio during the quarter. 
• The largest three individual stock positions are AMERCO, Nextera Energy, and Allstate (ALL) and they add up to ~27% of the portfolio. 

Robert & Jeffrey Bruce’s 13F portfolio value decreased ~8% from $512M to $469M this quarter. Recent 13F reports have shown a total of around 50 positions. The largest five individual stock positions are AMERCO (UHAL), Nextera Energy (NEE), Allstate (ALL), CMS Energy (CMS), and Duke Energy (DUK), and they add up to ~40% 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 2019. For a look at how the portfolio has progressed, see our previous update:

To learn more about how to profit from a strategy of following the best hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy .    

Tracking Robert & Jeffrey Bruce’s Bruce Fund Portfolio – Q1 2019 Update

• Robert & Jeffrey Bruce’s 13F portfolio value increased ~9% from $470M to $512M this quarter. 
• Bruce Fund increased Compass Minerals (CMP) and Apple (AAPL) while reducing Allergan plc. 
• The largest three individual stock positions are AMERCO, Nextera Energy, and Allstate (ALL) and they add up to ~27% of the portfolio. 

Robert & Jeffrey Bruce’s 13F portfolio value increased ~9% from $470M to $512M this quarter. Recent 13F reports have shown a total of around 50 positions. The largest five individual stock positions are AMERCO (UHAL), Nextera Energy (NEE), Allstate (ALL), Duke Energy (DUK), and Merck (MRK), and 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 Q1 2019. For a look at how the portfolio has progressed, see our previous update:

To learn more about how to profit from a strategy of following the best hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy .    

Tracking Robert & Jeffrey Bruce’s Bruce Fund Portfolio – Q4 2018 Update

• Robert & Jeffrey Bruce’s 13F portfolio value decreased ~9% from $516M to $470M this quarter. 
• Bruce Fund decreased General Motors (GM) during the quarter. 
• The largest three individual stock positions are AMERCO, Nextera Energy, and Duke Energy and they add up to ~28% of the portfolio. 

Robert & Jeffrey Bruce’s 13F portfolio value decreased ~9% from $516M to $470M this quarter. Recent 13F reports have shown a total of around 50 positions. The largest five individual stock positions are AMERCO (UHAL), Nextera Energy (NEE), Duke Energy (DUK), Allstate (ALL), and Merck (MRK), and they add up to ~40% 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 2018. For a look at how the portfolio has progressed, see our previous update:

To learn more about how to profit from a strategy of following the best hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy .    

Tracking Robert & Jeffrey Bruce’s Bruce Fund Portfolio – Q3 2018 Update

• Robert & Jeffrey Bruce’s 13F portfolio value increased from $502M to $516M this quarter. 
• Bruce Fund increased Allergan plc (AGN) while reducing Insteel Industries (IIIN) during the quarter. 
• The largest three individual stock positions are AMERCO, Nextera Energy, and Allstate and they add up to ~27% of the portfolio.

Robert & Jeffrey Bruce’s 13F portfolio increased ~3% from $502M to $516M this quarter. Recent 13F reports have shown a total of around 50 positions. The largest five individual stock positions are AMERCO (UHAL), Nextera Energy (NEE), Allstate (ALL), Duke Energy (DUK), and CMS Energy (CMS), and they add up to ~38% 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 2018. For a look at how the portfolio has progressed, see our previous update:

To learn more about how to profit from a strategy of following the best hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy .