- 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:
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