- 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:
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