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:

 

 

 

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