- 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 .
No comments :
Post a Comment